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
What we provide?
- Full licensing training
- Client lead generation support
- Cutting-edge financial planning tools
Job Description:
- Conducting in-depth ffinanial needs analysis for individuals and families
- Developing customised financial strategies covering investments, insurance and estate planning
- Building and maintaining long-term client relationships through regular view
- Staying updated on market trends and regulatory changes
- Achieving financial targets while maintaining ethical standards
- Claiming different kinds of insurance for clients
Requirement:
- Obtaining level 3 for both Chineses and English; level 2 for Maths and any other two subjects in HKDSE
- Associate degree or equivalent or above
- Degree holders are preferred (any disciplines)
- Strong communication and analytical skills
- Self-motivated with client-focused mindset
- Willingness to obtain relevant licenses ( training provided)
- No prior financial experience required-- ccomprehensivetraining and mentorship will be provided to help you succeed in this rewarding
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Please do not provide sensitive info such as HKID, Back Account and Credit Card Number when you apply the job post.
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