Wealth Management Intern

<br>Job Responsibilities<br> <ul> <li>Provide professional financial planning advice to customers, including retirement planning, education funds, insurance allocation and asset management, etc. Comprehensive services.</li> <li>Based on the customer's financial situation and life goals, tailor a suitable financial planning solution to help them achieve their long-term financial goals.</li> <li>Regularly follow up on customers’ financial progress, review and adjust their financial plans, and ensure that the solutions continue to meet their needs.</li> <li></li> <li>Comply with industry regulatory requirements and internal compliance policies of the company, ensure that all business operations are legal and compliant.</li> </ul> Work requirements<ol><li>Hold a bachelor's degree from a community college.</li> <li></li> <li>Have a basic understanding of financial planning, investment products and risk management, and be willing to continue learning professional knowledge to enhance service quality.</li> <li>Have good communication skills and interpersonal skills, and be able to clearly explain complex financial concepts to customers.</li> <li>Active and proactive, honest and reliable, customer-oriented and with strong service awareness.</li> </ol> Benefits<br> <ul> <li>Provide a competitive commission system and performance bonuses, with income directly linked to personal performance.</li> <li></li> <li>Flexible working hours, flexible and autonomous.</li> <li>Comprehensive promotion mechanism and career development support, outstanding performers can be promoted to team supervisor or regional manager positions.</li> </ul> <br>Job Responsibilities<br> <ul> <li>Assist financial advisors in organizing client information and preparing investment advice letters, ensuring that the documents are accurate and comply with regulatory requirements.</li> <li>Participate in market research and data analysis, collect and organize macroeconomic, financial market and various investment product-related information.</li> <li>Support daily customer service work, including scheduling meetings, following up on emails and phone communications, etc. Administrative affairs. </li> <li>Learn and understand asset allocation, risk management, and wealth transfer, etc. Wealth management core concepts and practical operations. </li> <li>Co-ordinate and drive internal projects, such as customer event planning, promotional material production, and departmental internal process optimization suggestions.</li> </ul> Work requirements<br> <ul> <li>Bachelor's degree or above, majoring in finance, economics, accounting, business management or related sciences, with preference given to students in their third year to graduate students. </li> <li>Strong interest in wealth management, asset allocation and the financial services industry, with a basic foundation in financial knowledge.</li> <li>Proficient in Microsoft Office software, especially Excel and PowerPoint, with good data processing and presentation skills.</li> <li>Have good writing and communication skills in Chinese and English, fluent in Cantonese, and understanding of Mandarin is even better.</li> <li>Active and responsible, able to effectively cooperate in a team environment and complete assigned tasks on time.</li> </ul> Benefits<br> <ul> <li>Professional internal online and offline training on insurance/financial knowledge</li><li>Paid internship</li> <li>Enjoy the insurance company's formal training program, which includes compliance, product knowledge, and customer service, among other professional courses.</li> <li>Outstanding performers will be given priority for summer internships or full-time employment after graduation.</li> <li>Flexible work hours, tailored to students' classroom schedules, enhance work and study coordination.</li> <li>Receive one-on-one guidance from a senior financial advisor, accumulate practical work experience, and expand your industry network.</li> </ul>