Wealth Management Intern

Responsibility

The common responsibilities for this position include providing professional financial and investment advice to clients, conducting financial needs analysis and assessing clients' current financial situations to develop personalized risk management evaluations, and offering comprehensive wealth management services such as daily risk management, retirement planning, asset allocation, and investment planning. Additionally, the role involves 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. Interns will also support team planning and development, participate in regular medical and investment seminars, engage in personal and corporate financial planning, participate in the PRC project at AIA, take on leadership or management roles for selected potential candidates, and aim to acquire the "MDRT" international 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%