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Wealth Management Trainee (4 Working days)

Initial Brother & Co.

  • Company Industries:Others

Job Information

  • Post Date:2024-05-21
  • Location:Tsim Sha Tsui
  • Salary:$18,000 – $26,000 per month
  • Employment Type:Full time
  • Others:Consultant
    Management
    Insurance
  • Job Function:Funds  Management  

Job Description

Job Highlights


  • 學士背景,擁有資深導師、年輕文化的團隊

  • 專業投資管理培訓課程、創新事業機會及專屬活動

  • Basic Plus Commission, 新人花紅, 行業最優Package

Job Description

Job Overview

 

  • Tailoring Investment Strategies for Clients, Identifying Objectives and Constraints
  • Performing Investment Research and Staying Informed of Developments in the Growing Insurance Industry
  • Gains Exposure to Every Facet of Investment Management, Liquidity Management and Ongoing Relationship Management
  • Attends Diversified Seminars. Recommends Suggestions and Alternative Wealth Solutions by Coordinating a Team of Specialists as Applicable
  • Learning Team Management and the Art of Communication through Utilizing the Full Capabilities of the Organization
  • Builds Knowledge and Understanding of the Firm’s Compliance Procedures

Required Capabilities

 

  • Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations roundly, and reach productive outcomes
  • Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret needs
  • Investments – Knowledge of the investments business and skills to analyze asset types, market and industry trends, and regulatory considerations
  • Networking – Generates positive relationships with internal and external partners that improve access to resources and expertise

Benefits of Working with AXA

 

(Full Time)

  • Diversified Environment, Flexible Working Hours
  • Exceptional Income Potential, One-of-a-kind Financing Scheme
  • Comprehensive Medical Coverage, Insurance & Retirement Plans
  • Best In-Class Training Delivered by Industry Leading Tools
  • Accelerate Career Growth within a Short Span of Time
  • Benefit from Exclusive Recognition, Rewards & Trips

(Internship)

  • An Guaranteed Official Internship Certificate
  • Customized Training and Flexible Internship Schedule
  • At Least Two Business Licenses throughout the Internship
  • Chance for Receiving Offer to Unlock Full Privilege
  • Various Milestones to Receive Extra Bonus


 

About AXA

 

1.AXA香港一直在提供廣泛的生命、健康、財產和傷亡保護,以及財富管理和退休解決方案,以幫助客戶實現穩定和繁榮。 今天,香港超過150萬客戶,從個人到老牌企業,都指望AXA香港在經濟上為他們、他們的親人和他們的未來提供保護1。

 

2.作為AXA集團的成員,我們擁有一套明確的價值觀和承諾,這推動了我們的獲勝戰略,成為保險、財富管理和退休規劃的全球主管者。 AXA集團成立於19世紀初,在全球擁有1.08億客戶,由57個國家的16萬名員工提供服務。 AXA集團的註冊收入為1035億歐元,管理資產為9,96億歐元。

 

3.作為全牌照、業務多元化的保險公司,我們提供人壽、投資、健康及一般保險的全面保障及服務,目標是成為個人、企業及社區的全方位保險和健康生活夥伴。

 

4.我們的核心服務承諾是透過積極聆聽客戶意見及利用科技和數碼轉型,不斷創新產品和豐富客戶體驗。
 

About FinStyle Family Office

With our 18 years working in the wealth management industry, we understand clients‘ demands differently. FinStyle provides customized and comprehensive solutions to clients of Hong Kong and Greater China. We work with world-class wealth management companies and other strategic partners to provide the best solution to our clients. We put ourselves into our clients’ shoes to create a win-win situation.

 

Reasons For Choosing the Financial Planning Industry
 

  • 我們的人員比銀行、證券等金融從業者擁有更靈活的時間和空間。自由建立團隊,發展終身事業,成為行業企業家
  • 不單只助您發展事業,我們更希望照顧您工作和生活的平衡。我們為員工提供一系列的活動及措施,助您在思維、情緒、規劃上都各得其所。
  • 我們正建立可持續發展的將來。據數據顯示,未來10年間香港及內地將迎最大退休潮。透過多年來完備的保障及理財方案,我們已為上億人的生活帶來積極影響。
  • 2019年起,政府實施多項市場政策以支持行業。2020年更推動服務中心在大灣區設立。隨著疫情迎來轉折點,面對龐大且不斷增長的市場,空前的機遇已經出現。

香港金融保險業,作為香港四大支柱產業之一,屹立於全球最開放的市場。如果您年輕、充滿活力、創新進取,不妨藉由AXA享譽全球的雄厚實力,展開您充滿發展機會的創業。

 

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Initial Brother & Co.

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