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Summer Internship-Wealth Managment

Elmo Financial Company

  • Company Industries:Others

Job Information

  • Post Date:2017-08-03
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Internship
  • Job Function:Financial Services  Fund Management  Account Servicing  

Job Description

American International Assurance Company (Bermuda) Limited

About the AIA Group

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has operations in 17 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 26 per cent joint venture in India and a representative office in Myanmar.  

AIA is listed on the Main Board of The Stock Exchange of Hong Kong Limited, the third-largest IPO ever globally in October 2010, under the stock code “1299” with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY”). As at 30 September 2014, AIA is the fourth largest constituents of The Hang Seng Indexes.   

Our products ranging from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with over 100 investment options. We are also dedicated to providing superb product solution to meet the distinguished financial needs of high net worth customers.  

 

About MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. 

Summer Internship - Wealth Management

 

Program aims:

To help university students:

  • Establish financial management concepts
  • Gain valuable internship opportunities before work and participate in today’s commercial world
  • Enhance communication, interpersonal skills and professional image throaugh interactive training

Program Contents:

2-week intensive training program (1st Intern (A): 24 July - 4 August, 2017)(1st Intern (B): 7 August - 18 August)(2nd Intern: 21 August - 25 August) which includes:

  1. Foundation of financial planning (the whole cycle and cases sharing)
  2. Financial need analysis and advice
  3. Investment management
  4. Risk management
  5. Group projects and presentation
  6. Company visits
  7. District summer camp
  8. Sharing on investment market
  9. Licensing Courses of IIQE Paper I and III (including examinations)
  • Comprehensive training programs including classroom training, workshops, experiential activities, practical exercises
  • Internship certificate will be granted for those candidates successfully finished the Program. 

Program benefits:

  • Grasp knowledge of financial planning
  • Acquire up-to-date financial knowledge and news
  • Have a peek into the functioning of business community to prepare for future career development
  • Enhance communication, interpersonal skills and professional image though interactive training
  • Certificate and reference letter will be awarded

Program Requirements:

  • Fresh graduate, final year OR year 2 university students in Hong Kong
  • Interested in Wealth Management and Financial Planning
  • Mature, self-motivated, independent, passionate
  • Strong communication and interpersonal skills with analytical mind
  • Proficiency in Cantonese & English, good in Putonghua

All Personal data collected will be used for recruitment purpose only.

  • Career Level

Entry Level

Yr(s) of Exp

N/A

Qualification

Degree

Industry

Insurance / Pension Funding

Job Function

Banking / Finance > Financial Services
Management > General Management
Insurance > Insurance Agent / Broker

Location

Quarry Bay

Employment Type

Internship, Part Time

Others

Recent Graduate will be considered

 

 

Company Info

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