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

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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
Closing in 8 days
Closing in 8 days
  • Job type:Graduate Jobs
  • Disciplines:
    Accounting, Actuarial Studies, Administration, Agriculture, Architecture,
  • Work rights:
    Hong Kong Citizen, Hong Kong
  • Locations:
    Hong Kong


  • Closing Date:30th Jun 2024, 3:59 pm


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