Wealth Management Summer Internships 2023/07

Key Capabilities

• Problem Solving – Knowledge of approaches and techniques for recognizing and resolving problems; ability to apply knowledge appropriately to diverse situations.
• Investments – Knowledge of the investments business and skills to analyze asset types, market and industry trends, and regulatory considerations
• Networking – Generates productive relationships with internal and external partners that improve access to resources and expertise
• Value Selling – Provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs

Responsibilities

• Provide all-round experience of financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
• Develop corporate solutions (group medical and MPF) business 
• Establish and maintain client relationship by providing quality after-sales services
• Work closely with team head and internal departments that facilitate cross-selling opportunities

Qualifications

• Self-motivated, target-oriented, eager to learn, and responsible
• Bachelor’s degree in Finance
• Local final or third-year students are preferred. 

Ps. If you are looking for full-time job and build your career, it will be an introduction section before you step into this industry!