Investment Advisor Intern/ Trainee

僱主資料

wechange limited

公司用戶

As the leading financial advisory firm in Hong Kong, we uphold our core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in the...了解更多

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Program Period: June – August (8 – 12 weeks)

 

You may gain your experience from:

  • Prospect for new clients
  • Maintain and deepen relations with existing clients
  • Investment Solutions
  • Educate clients regarding the range of applicable investment options available to them
  • Determine the risk tolerance of clients
  • Develop personally tailored investment solutions for clients
  • Follow through on the investment actions approved by clients
  • Maintain proper documentation of investment actions taken on behalf of clients
  • Maintain an up-to-date knowledge of investment products

What we expect from you:

Proficiency in written & spoken English and Cantonese is preferredUniversity/ Community college undergraduates/ fresh graduates Applicants please email your CV to into.internrecruitment@gmail.com or whatsapp 51672030

Flexible working schedule, 3-days work

Email: into.internrecruitment@gmail.com whatsapp: 51672030

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