Wealth Management Trainee

Why join us?<br><ul><li>Unlimited Income Potential</li><li>True Work-life Balance</li><li>Elite MDRT Program</li></ul>What we provide?<br><ul><li>Full licensing training</li><li>Client lead generation support</li><li>Cutting-edge financial planning tools</li></ul>Responsibilities<br><ul><li>Conducting in-depth financial needs analysis for individuals and families</li><li>Developing customized financial strategies covering investments, insurance and estate planning</li><li>Building and maintaining long-term client relationships through regular reviews</li><li>Staying updated on market trends and regulatory changes</li><li>Achieving business targets while maintaining ethical standards</li><li>Claiming different kinds of insurance for clients</li></ul>Requirements<br><ul><li>Obtaining level 2 for Chinese, English, Maths and any other two subjects</li><li>Degree holders are preferred (any disciplines)</li><li>Strong communication and analytical skills</li><li>Self-motivated with a client-focused mindset</li><li>Willingnessto obtain relevant licenses (training provided)</li><li>No prior financial experience required--comprehensive training and mentorship will be provided to help you succeed in this rewarding career</li></ul>*No basic salary after the first month