財富管理實習生 Wealth Management Internship

工作職責

We are looking for: Undergraduate students 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 Fluent in Cantonese and good organizational and communication skills are required 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 services 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