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 at AIA, engaging in leadership and management roles for selected potential candidates, and achieving the "MDRT" internationally recognized honor within the first year. Additionally, the role involves conducting interactive lectures, teaching various aspects of wealth management, developing and presenting a wealth management group project, meeting clients to provide customized wealth management advice, building and maintaining relationships with clients, equipping clients with medical knowledge and service networks, and evaluating performance throughout the program.

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%