财富管理实习生

关于公司

• 亚洲及大中华区前 5 大代理机构，在个人与企业财务规划及投资领域皆具备专业实力。

• 透过 AIAPA 友邦精英学院系统化培训平台提供专业技能培训。

• 连续 18 年成功培训 IANG（非本地毕业生留港/回港就业安排）及 TTPS（高才通）候选人成为 MDRT（百万圆桌会）会员。

关于职位我们正在寻找就读于 QS 百强大学的本科生/研究生，或是持有 IANG 或 TTPS 签证的应届学士/硕士毕业生。

职责描述

• 针对客制化的目标市场，积极开拓香港及中国内地市场。• 根据客户的需求与顾虑，制作相应的解决方案（书面报告或 PPT 简报）。

• 接受持续的在职培训，包括但不限于：市场洞察与最新动态、资本市场的基金公司最新资讯等。

任职资格• 以普通话（国语）为主要语言。• 具备团队合作精神。

• 乐于尝试并勇于接受挑战。

• 具备解决问题的能力。

必要技能• 出色的沟通技巧

• 良好的团队协作能力。

• 解决问题的技能。

加分技能（优先考虑）

• 具备财务规划或投资相关经验。

• 熟悉市场分析。

薪酬待遇与福利

• 首年收入不低于 50 万港币。

• 每周工作 4 天。

• 3 年快速晋升通道至高阶管理职位。

• 协助 IANG / TTPS 签证申请并保证续签。

平等机会声明我们在招聘流程中致力于维护多元与包容性。

About the Company

• Top 5 Agency in Asia and the Greater China Region, with proven expertise in both personal and corporate financial planning and investment.

• Provides professional skill development through the systematic AIAPA training platform.

• Successfully trained IANG (Immigration Arrangements for Non-local Graduates) and TTPS (Top Talent Pass Scheme) candidates to become MDRT (Million Dollar Round Table) members for 18 consecutive years.

About the Role

We are looking for undergraduate/postgraduate students currently studying at QS Top 100 universities, or fresh Bachelor's/Master's graduates holding IANG or TTPS visas.

Job Responsibilities

• Actively develop the Hong Kong and Mainland China markets, targeting customized niche segments.

• Tailor and prepare comprehensive solutions (written reports or PPT presentations) based on clients' specific needs and concerns.

• Participate in continuous on-the-job training, including but not limited to: market insights, latest trends, and updates from fund houses in the capital markets.

Job Qualifications

• Mandarin (Putonghua) as the primary language.

• Strong team player.

• Open to trying new things and eager to embrace challenges.• Solid problem-solving abilities.

Required Skills

• Excellent communication skills.

• Strong teamwork and collaboration capabilities.

• Problem-solving skills.

Preferred Skills (An Advantage)

• Experience in financial planning or investment-related fields.

• Familiarity with market analysis.

Compensation & Benefits

• First-year income of no less than HKD 500,000.

• 4-day work per week.

• 3-year fast-track promotion path to senior management positions.

• Full assistance with IANG / TTPS visa applications and guaranteed renewal support.

Equal Opportunity StatementWe are committed to fostering diversity and inclusion throughout our recruitment process.