Wealth Management Intern

Responsibility

The common responsibilities for this position include providing professional financial and investment advice to clients, conducting financial needs analysis to assess clients' current financial situations and develop personalized risk management evaluations, and offering comprehensive wealth management services such as risk management, retirement planning, asset allocation, and investment planning. Additional duties involve evaluating various financial products and planning options, reviewing and monitoring clients' wealth management matters and investment portfolios, performing risk analysis and loss assessments, and collaborating with the team to develop business skills and strategies. The role also requires supporting team planning and development initiatives, participating in regular medical and investment seminars, engaging in personal and corporate financial planning, and participating in the PRC project at AIA. Interns are expected to take on leadership or management roles in projects for selected candidates, develop the wealth management business tailored to target markets, and aim to acquire the "MDRT" internationally recognized honor within the first year.

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%