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
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
- Obtaining level 2 for Chinese, English, Maths and any other two subjects
- Degree holders are preferred (any disciplines)
- Strong 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
Beware of Employment Traps
Please do not provide sensitive info such as HKID, Back Account and Credit Card Number when you apply the job post.
Don't believe in job advertisements requiring barely any experience or qualifications but offering a good sum of money.