Full time Job Description: 

 - Assess clients’ financial situations by conducting financial needs analysis
 - Analyse and provide total package of financial services planning 
 - Provide comprehensive wealth management services to clients from Hong Kong and China market, including:                  
         1. Risk Management
         2. Retirement Planning
         3. Asset Allocation
         4. Estate Planning
         5. Corporate Planning
 - Build up close business relationship with clients and review their financial portfolios
 - Build up and manage financial planning team
 - Train up to be a leader with promising career ladder

Internship Program:

1. Take Part in Professional Financial Services Training
 - Wealth Management & Portfolio Advice
 - Investment & Risk Management Planning
 - Business Development

2. Participate in Comprehensive Training Sessions
 - Leadership & Entrepreneurship Coaching
 - Marketing Strategy Development 
 - Communication & Interpersonal Skills

3. Engage in Financial and Insurance Industry
 - Acquire Up-to-Date Financial Knowledge and News
 - Receive Networking Opportunities
 - Explore Multiple Channels and Connections

Completed the Internship Program, you will get:
 - An official certification from AIA
 - Opportunity to Win an Internship Scholarship
 -Chance of Getting a Job Offer, Clearer Career Path, More Comprehensive Training and Benefits

Our Benefits:

• Over 100 hours well-structured and comprehensive mentoring session to equip you with necessary Practical Knowledge
• Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package
• Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager
• Monthly income from HK$2K to 8.3K, plus Remuneration, Allowance, Year-End Bonus, Fringe Benefits and more
• Dynamic Working Environment, Flexible Working Hours
• Special Occasion. eg. Overseas trips & Birthday Gifts

Requirements:

• Degree holder in all discipline
• Goal oriented, self-motivated and results driven
• Good interpersonal and communication skills
• Experience in financial industry or background in Mainland will be an advantage
• Attention to details, with superior organizational skills and ability to prioritize tasks
• Ability to work in a fast-paced, evolving environment
• Candidates without relevant experience are welcomed