SING HOI

<div>Job Responsibilities<br> <ul> <li>Assist financial consultants to sort out customer information and conduct market research, supporting daily business operations.</li> <li>Participate in financial analysis and initial evaluation of investment portfolios, learning basic asset allocation concepts.</li> <li>Assist in preparing customer meeting presentations, financial planning advice, and other relevant documents.</li> <li>Learn to use internal financial management systems and financial data platforms to enhance data processing and report preparation abilities.</li> <li>Follow up on administrative tasks in the customer service process, and understand the overall operational structure of wealth management services.</li> </ul> </div> <div>Work requirements<br> <ul> <li>College degree or above, majoring in finance, economics, accounting, business management or related fields, fresh graduates or students are welcome to apply.</li> <li>Have a basic understanding of the financial market and aspire to develop a career path in financial planning or wealth management.</li> <li>Familiar with Microsoft Office software (especially Excel and PowerPoint), with good data sorting and word processing abilities.</li> <li>Have good writing and communication skills in Chinese and English, be able to communicate fluently in Cantonese, and understand Mandarin as a plus.</li> <li>Work attitude is serious and responsible, with a team spirit and proactive learning.</li> </ul> </div> <div>Benefits<br> <ul> <li>Provide competitive internship stipends, paid monthly.</li> <li>Enjoy bank or financial institution professional training opportunities, including product knowledge, compliance requirements, and customer service skills.</li> <li>Outstanding performers may be recommended for promotion to formal management trainee or junior financial advisor position.</li> <li>Flexible work hours, tailored to academic schedules, promote work-life balance.</li> <li></li> </ul> </div>