Financial Management Trainee / Internship (本地大學生/ Final Year優先)

We are looking for:

• Bachelor Degree holder or above in all disciplines
• Mature, self­-motivated, diligent, willing to learn and with high integrity
• Excellent interpersonal and communication skills
• Experience in banking/ financial industry will be an advantage
• Fresh Graduates are also welcomed

Job Description & Responsibilities:

• Professional Financial Services
• Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
• Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
• Prepare presentations and proposals for both internal and client usage
• Review and revise client's financial plan based on their life-changing situations
• Maintain friendly and lasting client relationships

Team Development

• Acquire leadership and team management skills for future career development and progression to managerial level
• Motivate and inspire team members
• Plan and execute strategies for constructing team
• Share market insights and strategies in team

Benefits & Compensations:

• High commission with expected monthly income from HK$30,000+
• Performance-based incentives including travelling allowance, bonus
• Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT),
• Sponsored oversea conventions and conferences
• Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme
• Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
• Group medical insurance and other allowance