Wealth Management Intern

WING LI·Insurance

InternshipFull Time
HK work permit required
No experience limit
Bachelor
9.0 hrs/day, 5 days/wk, Hybrid / WFH,Office work
HK $20K-30K/Month
Job benefits
Competitive pay
Discretionary bonus
Flexible working hours
Insurance plan
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Job Description
Work highlights:
Very high internship to permanent employment ratio
Wealth and investment portfolio management
Flexible work schedule
Ambitious young team, excellent career development path
Additional performance bonuses and free participation in the company's internal financial certification training, assisting in obtaining the industry's hard-core certificate

Job Responsibilities:
1. Assist us in providing high-quality financial planning and wealth management services to various customer groups.
2. Contact various aspects of financial planning, including investment analysis, investment portfolio management and customer relationship management.
3. Participate in project training and seminars to enhance your industry knowledge and skills; collaborate with experienced financial advisors to learn best practices and gain practical experience.
4. Team management
•Work with the team to develop different personal skills and strategy methods
•Provide support for team development and planning


We hope you are:
•Hong Kong graduates of the 25th and 26th sessions
•IANG visa holders/Student visa (Student Visa)
• Bachelor's degree or above, majoring in finance, economics, accounting, etc. are preferred (students majoring in non-related fields but interested in finance are also welcome!)
•Have good communication skills in Chinese and English (Cantonese is a plus! ) Be sensitive to numbers, have strong logical thinking and learning abilities , sense of responsibility, curiosity, and willingness to actively try new things
View more
Financial Risk Management
Banking Products
Banking Operations
Financial Markets
English
Mandarin
Cantonese
Wing Li
WING LI·Senior Wealth Management Manager
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