Title of FINANCIAL PLANNER will be granted.

REPORTING LINE: work alongside the Unit Manager

BUSINESS AREA: Wealth and Investment Management, Risk Management, Saving Management, Retirement Management

OFFICE LOCATION: Prime area of Causeway Bay

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YOUR INTERNSHIP ROLE:

• Focused on clients’ network of individuals and families
• Make professional recommendations regards to different wealth management and financial needs
• Collaborate with internal parties for following policies underwrite, medical claims and death claims
• Build long-term trust relationships with clients. Develop, maintain and manage significant client accounts

QUALIFICATIONS:

We are looking for students who:

• Legally eligible to work in Hong Kong
• Currently working towards completion of a bachelor’s degree or above ( graduation year of 2021 – 2022 preferred )
• Proficiency in Chinese is essential ( written and spoken )
• Excellent visionary and strategic skills, strong in communication and demonstrated ability of critical thinking

WHAT WE OFFER YOU:

• Flexible internship schedule ( WORK / STUDY balance ) with uncapped full commission scheme
• Dynamic and challenging work environment with bi-lingual ( Cantonese and Mandarin )
• Dedicated training and many learning opportunities
• Continuous coaching and supportive mentorship from the Unit Manager which constantly help you improve your personal brand building and consultancy abilities
• Over time, as you expand your impact on the real business, your responsibility and account ownership will quickly grow

This is important to note:

*All personal data collected will only be used for recruitment related purpose only

**Each applicant can only be invited for an interview ONE time only with the same role within latest 6-month, duplicated application will be withdrawn

***Immigration sponsorship is not available for this internship