Management Trainee

Job Duty

1. 為客戶提供專業金融服務 •財富管理和投資組合建議 •投資策劃 •退休計劃 •風險管理規劃 •內地業務及 CIES (資本投資者入境計劃) 規劃 2. 團隊管理 •嘗試規劃團隊建設策略 •了解招聘和管理團隊 •在團隊中分享營銷策略 3. 自我持續改進 •實現專業目標 (MDRT、CFPCM、ChFC、RFP、RFC 等） •獲取最新的金融知識和新聞 •培養更好的人際交往和溝通技巧 1. Provide professional financial services to customers •Wealth management and portfolio advice •Investment planning •Retirement planning •Risk management planning •Mainland business and CIES (Capital Investment Entrant Program) planning 2. Team management •Try to plan a team building strategy •Knowledge of recruitment and management teams •Share marketing strategies across the team 3. Self-continuous improvement •Achieve professional goals (MDRT、CFPCM、ChFC、RFP、RFC etc.） •Get the latest financial knowledge and news •Develop better interpersonal and communication skills