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AIA - CL Passion

Wealth Management Internship/ Trainee 財富管理見習生 (Welcome Fresh Graduates & IANG Visa holders)

AIA - CL Passion

Job Highlights

✧ Welcome Fresh Graduates & IANG

✧ Great chance of promoting to higher positions

✧ Attractive salary package ($25000 - 50000)

Job Description

 • Assess clients’ financial situations by conducting financial needs analysis
 • Analyse 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
         5/ Corporate Planning
 • Build up close business relationship with clients and review their financial portfolios
 • Build up and manage financial planning team
 • Train up to be a leader with promising career ladder

Benefits

Over 100 hours well-structured and comprehensive mentoring session to equip you with necessary Practical Knowledge
• Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package
• Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager
• Monthly income from HK$2K to 8.3K, plus Remuneration, AllowanceYear-End BonusFringe Benefits and more
• Dynamic Working Environment, Flexible Working Hours
• Special Occasion. eg. Overseas trips & Birthday Gifts

Entry Requirements

• Degree holder in all discipline
• Goal oriented, self-motivated and results driven
• Good interpersonal and communication skills
• Experience in financial industry or background in Mainland will be an advantage
• Attention to details, with superior organizational skills and ability to prioritize tasks
• Ability to work in a fast-paced, evolving environment
• Candidates without relevant experience are welcomed

to equip you with necessary Practical Knowledge
• Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package
• Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager
• Monthly income from HK$2K to 8.3K, plus Remuneration, AllowanceYear-End BonusFringe Benefits and more
• Dynamic Working Environment, Flexible Working Hours
• Special Occasion. eg. Overseas trips & Birthday Gifts

 

Entry Requirements

• Degree holder in all discipline
• Goal oriented, self-motivated and results driven
• Good interpersonal and communication skills
• Experience in financial industry or background in Mainland will be an advantage
• Attention to details, with superior organizational skills and ability to prioritize tasks
• Ability to work in a fast-paced, evolving environment
• Candidates without relevant experience are welcomed

Interested PARTIES please send your full resume by clicking "Apply Now".

More job information
Salary
Job Function
Location
  • Tsimshatsui
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Part-time
  • Full-time
Experience
  • 0 year - 10 years
Career Level
  • Entry level
Education
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree