Wealth Management Trainee
僱主資料
WIN VALUE INTERNATIONAL COMPANY
公司用戶
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...了解更多
招聘資料
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
提防求職陷阱
申請工作時，切勿提供重要的個人資料，例如身份證、銀行戶口及信用卡的資料。
不要隨便相信「無需經驗、學歷」，又「人工高、福利好」的招聘廣告，應留意空缺工資與所需條件是否合乎現實和市場水平。對公司背景資料、空缺職責或行業亦應有基本認識。