Wealth Management Manager/Internship (Local/IANG/Mainland Background Preferred)

Full time Job Description: 
 - Assess clients’ financial situations by conducting financial needs analysis
 - Analyze 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
 - Build up close business relationship with clients and review their financial portfolios
 - Build up and manage financial planning team

Internship Program Includes:

• Selling Technique
• Investment tools know-how
• Introduction to Investment tools 
• Build up personal network.

We look for: 
 - Degree holder in all discipline (Fresh graduates will also be considered)
 - Mature, self-motivated, hardworking, and willing to learn
 - Energetic, passionate and outgoing
 - Good interpersonal and communication skills
 - Fluent in Cantonese or Mandarin, and English 
 - Experience in banking industry will be an advantage
 - Experience in aviation/tourism and hospitality/retail/beauty/fitness industry are welcomed.

Requirement:

• Current university year 3/4 students or equivalent are preferred (HKID, IANG visa and dependent visa holders are welcome)
• Post graduate students /candidates with less experiences are welcome to join the 2023 fall graduate program.
• Entrepreneurship vision and self-motivated mindset
• Excellent interpersonal, communication and presentations skills
• Good command of written and spoken English and Chinese, preferably fluent in Putonghua

We Offer:
- Expected salary per year: HKD 500,000 or above
- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)
- Excellent career path to management level
- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and conventions
- IIQE Paper 1 & 3 Licensing Training
-Certificate upon completion. 

Don’t be hesitate to register & Join Us

Hong Kong ID Card Holders and IANG visa Only