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
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
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。