Wealth Management Intern

Responsibility

The common responsibilities for this position include providing professional financial advice to clients, evaluating clients' current financial situations through financial needs analysis, offering comprehensive financial solutions such as risk management, retirement planning, and asset allocation, and assisting in renewing work visas for Hong Kong. Additionally, the role involves collaborating with the team to achieve personal and team targets, engaging in personal financial planning, corporate financial planning, and employee benefits, participating in the Greater Bay Area (GBA) project, and potentially taking on leadership or management roles. The intern is also expected to develop wealth management business in the target market and aim to acquire the "MDRT" international recognition within the first year, while participating in professional training courses and internal training programs.

Job Growth

Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

• Skill Categories
• Specific Skill Sets

Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

• More Than 70%
• More Than 50%
• More Than 30%
• More Than 10%