Wealth Management Intern

Responsibility

The common responsibilities for this position include working collaboratively as a team to achieve personal and team targets, focusing on personal financial planning, corporate financial planning, and employee benefits, participating in the Greater Bay Area (GBA) project, developing and exploring wealth management business in the target market, potentially taking on leadership and management roles, and aiming to achieve the "MDRT" internationally recognized honor within the first year. Additionally, responsibilities involve understanding client needs and presenting financial plans, as well as promoting financial analysis at exhibitions for the public.

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%