Risk and wealth management internship風險及財富管理實習(欢迎IANG/本科/硕士在读生或毕业生应征)

About the role

Succession Consultation Company( Finance and Insurance Company) is seeking a motivated and talented individual to join our team as a Wealth Management Intern. This is an excellent opportunity to gain hands-on experience in the dynamic world of financial planning, wealth management, and the insurance sector.

What you'll be doing

Participate in the company's training and complete the professional licensing exam to obtain the necessary qualifications.

Engage with clients to understand their financial goals and risk profiles.

Conduct research and analysis to support the investment decision-making process.

Developing comprehensive wealth management strategies for our clients.

Collaborate with the team to implement and monitor client investment portfolios.

What we're looking for

Currently enrolled in a Hong Kong Local finance, economics, or business-related degree program, or a degree holder. IANG, 本地本科/硕士在读生或毕业生

Proficiency in Mandarin is a plus. 良好普通话会话能力

Keen interest, being motivated and proactive in the financial services industry, and wealth management are pluses. 对金融服务行业和财富管理有浓厚兴趣

Strong analytical and problem-solving skills. 分析解决问题能力

Excellent communication and interpersonal abilities. 沟通和人际交往能力

Able to work effectively in a team environment. 高效团队协作能力

What we offer

At Succession Consultation Company, we are committed to nurturing the next generation of financial professionals. As a Wealth Management Intern, you will have the opportunity to:

Competitive allowance and bonus commission 高竞争力的实习津贴及花红獎金

Excellent training and development opportunities 良好的培训及发展机会

Clear career ladder 清晰的晋升阶梯

Flexible work arrangements 灵活的工作安排

Strong team support and assistance 强大的支援团队协助

Outstanding interns may receive an offer to join the company

优秀实习生将获得更多发展机会

About us

Succession Consultation Company is a leading wealth management firm dedicated to helping our clients achieve their financial goals and risk management. With a team of experienced professionals and a strong focus on client-centric service, we pride ourselves on delivering tailored financial solutions. Join our team and embark on a rewarding journey in the world of wealth management.