Wealth Management Internship

Responsibility

The common responsibilities for this position include conducting personal and corporate financial planning for clients, performing financial health checks and risk profile reviews with target prospects, participating in the Greater Bay Area (GBA) project in AIA, and taking on leadership and management roles for selected potential candidates. Additionally, the role involves achieving the "MDRT" international recognition in the first year, managing client relationships, engaging in investment strategies, contributing to corporate marketing and social media strategy development, and attending daily business meetings. Interns will also participate in business case competitions, gain experience in investment strategy and portfolio management, and conduct professional financial need analyses while receiving systematic training in financial and wealth management.

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%