Wealth Management Trainee

Roles And Responsibilities: Provide professional financial services to clients in Hong Kong and the Mainland, including wealth management and portfolio advice, education fund planning, pension planning, investment planning, risk fund planning, team management, market planning, MPF account consolidation, and transfer 為香港和內地客戶提供專業的金融服務，包括財富管理及投資組合建議，教育金規劃，養老金規劃，投資策劃，風險金策劃，團隊管理，制定市場計劃，強積金戶口整合和轉移 Requirements: - Higher Diploma or Associate Degree or above / Fresh graduates - Good command of both written and spoken English and Chinese. Mandarin is an advantage - Passionate to explore the insurance business - Good analytical skills and attention to detail - Good problem-solving, organizing, and time management as well as interpersonal and communication skills - A good team player, enthusiastic, and pursue excellence - HK permanent residents / IANG visa owners are welcomed 高級文憑或副學士學歷或以上/應屆畢業生 熟練掌握書面和口語的英語和中文 對探索保險業務充滿熱情 良好的分析能力和對細節的關注 良好的問題解決能力、組織能力和時間管理能力，以及人際交往和溝通能力 具有良好的團隊合作精神，對工作充滿熱情，並追求卓越 歡迎香港永久居民/IANG簽證持有人