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Wealth Management & Protection Management Trainee (Internship / IANG Program)

UHOPE

  • Company Industries:Insurance / Pension Funding

Job Information

  • Post Date:2016-01-06
  • Career Level:Entry Level
  • Location:Causeway Bay
  • Qualification:Degree
  • Salary:Base salary + high commission
  • Employment Type:Full Time
  • Job Function:Financial Services  Business Development  Marketing - Direct Marketing  
  • Benefits:Education allowance  Medical insurance  Performance bonus  Travel allowance

Job Description

Requirements:

  • Bachelor degree holder or above, preferably with major in Business Administration, Finance, Accounting, Economics or relevant disciplines
  • Excellent Interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese)
  • Previous related working experience is an advantage
  • Mainland Chinese graduates (IANG) are welcomed

Job Descriptions: 

  • Monitor and manage risk levels of investment portfolios
  • Evaluate and review various investment tools’ potential risks and returns
  • Construct and organize investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Prepare presentations and proposals for both internal and client usage

We offer:

  • Comprehensive training program and mentorship program
  • Excellent career path to management level
  • Medical scheme and study allowance
  • CFA, CFP or AFP examinations resources and support with individual sponsorships

 Interested parties please send full CV  by clicking “Apply Now” button.

All information provided by applicants will be treated in strict confidence, and used for recruitment purpose only.

Company Info

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