Wealth Management Trainee
Employer Info
WIN VALUE INTERNATIONAL COMPANY
Company User
AIA International Limited is a premier life Insurance group with a storied legacy spanning over a century in Asia. Founded in Shanghai in 1919, AIA has grown to become the largest publicly listed l...Know more
Job Info
Responsibilities:
- Conducting in-depth financial needs analysis for individuals and families
- Developing customized financial strategies covering investments, insurance, and estate planning
- Building and maintaining long-term client relationships through regular reviews
- Staying updated on market trends and regulatory changes
- Achieving business targets while maintaining ethical standards
- Claiming different kinds of insurance for clients
Requirements:
- Degree holders are preferred (any disciplines)
- Stong communication and analytical skills
- Self-motivated with a client-focused mindset
- Willingness to obtain relevant licenses(training provided)
- No prior financial experience required--comprehensive training and mentorship will be provided to help you succeed in this rewarding career
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