2020 Wealth Management Internship / Wealth Management Manager / Graduate Trainee

Success Consultancy Company
Base salary + high commission
Posted on 06 Jul 2020

2020 Wealth Management Internship / Wealth Management Manager / Graduate Trainee

Success Consultancy Company

Job Highlights

  • Monthly allowance with Attractive commission
  • Overseas trips & Conventions
  • Fresh graduates and IANG are welcome

Job Description

Job Descriptions: (Full-time / Graduate Trainee)
 
1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices 
  • Investment Planning 
  • Retirement Planning 
  • Risk Management Planning 
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning 

2. Team Management

  • Attempt Planning Strategies for Constructing Team 
  • Learn Recruiting & Managing Team 
  • Share Marketing Strategies in Team 

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.) 
  • Acquire Up-to-Date Financial Knowledge and News 
  • Develop Better Interpersonal and Communication Skills 

Job Descriptions: (Internship Program)

1. Professional Financial Services Workshop

  • Wealth Management & Portfolio Advices 
  • Investment Planning 
  • Retirement Planning 
  • Risk Management Planning 
  • Mainland China Visitors business  

2. Leadership training

  • Group Presentation 
  • Leadership Training 

3. Self Development

  • Acquire Up-to-Date Financial Knowledge and News 
  • Develop Better Interpersonal and Communication Skills 

Our Benefits:

  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
  • One year fast-track promotion program to Senior Manager /Assistant Unit Manager
  • Excellent career path to management level 
  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas trips and conventions 

******  Hong Kong Residents and IANG Visa Students are welcome.******

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months. 

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
Not Specified
Job Type
Full Time, Internship, Part Time, Permanent

Additional Company Information

Benefits & Others
Dental insurance, Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus, Work from home