• Work with manager to cater to clients' financial needs
  
• Provide advice for clients on asset management, asset protection, investment portfolio, premium financing, and fund management
• Analyze external economic trends, political, and legislation changes, for their financial impact on the investments
• Work with the team to perform after-sales services to clients
• Perform ad-hoc tasks or project support if necessary

We are looking for

• University students pursuing Bachelor’s or Master's Degree (Final-year/ PG student will be considered as Trainee)
• Majoring in Finance, Economics, Risk Management or other related business fields will be an advantage
• Strong communication and interpersonal skills
• Fluent oral and written expression in both Chinese & English, Knowledge of Mandarin is an advantage
• Self-motivated, target-oriented, eager to learn, and responsible

We offer

• Professional training and mentor program
• Internship Certificate and reference letter
• IIQE Paper 1, 3, 5 Licensing Training, with full fee subsidy 

Know more about Challenge Elites from our website: https://www.challenge-elites.com/

Challenge Elites offers consultation services in wealth management, comprehensive financial strategies, and premium financing services to high-net-worth asset clients throughout Hong Kong, Greater China, and the Asia Pacific Regions. Our mission is to offer customers the most appropriate protection and financial solutions and meet their needs and aspirations in different life stages. We are a team of well-educated and professional financial planners in Hong Kong; we offer comprehensive training for new members without work experience, IANG graduates, and fresh graduates. The instructors are the members of MDRT (Million Dollar Round Table) who are well experienced in training new members.

Get more information from our website: https://www.challenge-elites.com/