Assistant Internship Financial Advisor

Active today

HK$ *****

Higher Diploma or Associate Degree

No experience limit

HK work permit required

5 days per week

Send application message

Extra maternity leave

Bank holidays

Examination leave

Birthday leave

Assistant Internship Financial Advisor

Job Responsibilities

Participate in customer meeting arrangements, meeting minutes writing and follow-up work, and improve customer service response efficiency and professionalism.
Learn and familiarize yourself with the basic characteristics and applicable scenarios of mainstream Hong Kong financial products (including savings insurance, investment-linked insurance, funds, structured deposits and retirement planning schemes).
Complete compliance training and regulatory requirement documents (such as customer risk assessment, know your customer and anti-money laundering related procedures) as per company guidance to ensure business operations comply with the Hong Kong Insurance Authority (IA) procedures
Regularly participate in team discussions, sales skills practice, and simulated case analysis, gradually building financial planning thinking and professional communication skills.

Work requirements

Have DSE above academic qualifications, fresh graduates are also welcome to apply.
Basic interest and learning enthusiasm for personal finance, insurance planning and asset allocation, and willingness to invest time to obtain the insurance intermediary qualification recognized by the Hong Kong Insurance Regulatory Authority (such as IIQE Paper 1, 2, 3 and 4 &5)
Have good writing and speaking skills in Chinese, able to clearly communicate financial concepts; reach basic reading and writing level in English, able to handle simple English files and system operations.

Benefits

Competitive basic salary, coupled with a clear promotion path and performance-based incentives, allows outstanding performers to be recommended for promotion to formal financial advisors after their probationary period.
Comprehensive on-the-job training system, covering product knowledge, compliance requirements, customer psychological analysis, digital tool application (such as CRM systems, electronic signature platforms), and high-level financial planning skills.
Join the group employee medical insurance plan (covering outpatient, inpatient and specialist referral), voluntary medical insurance tax deduction support, and irregularly held health check-ups, psychological counseling lectures and team building activities.

to view full job description