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Wealth Management Internship Program

雇主

AMG Financial Group Limited

地点

香港 · 香港 · 中国

待遇

HKD 15000-50000 /month

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岗位摘要

Join AMG Financial Group's Wealth Management Internship Program to learn from experienced mentors, g

岗位职责

Welcome Fresh Graduates5 days work *Flexible Working Hour* Wealth Management related Join our Team at AMG Financial Group! You’ll learn from experienced mentors , gain real client insights , and build a solid foundation for a future in finance and investment. • Client Consultation: Meet with clients to understand their insurance needs, financial goals, and risk tolerance. Conduct a comprehensive analysis of their existing insurance coverage, if any, and identify any gaps or areas for improvement. • Insurance Planning: Develop customized insurance plans for clients based on their specific requirements. This includes recommending appropriate insurance products such as life insurance, health insurance, property insurance, and liability insurance. • Product Recommendations: Evaluate insurance products available in the market and provide clients with suitable recommendations that align with their needs and budget. This involves comparing policy features, coverage limits, premiums, and exclusions across various insurance providers. • Investment Advisory: Provide investment advice and recommendations to clients based Requirements - Diploma or degree in any discipline; Fresh graduates / Final-year students - ⁠Excellent interpersonal, communication, and presentation skills - Cantonese Speaker *Candidates must be permitted to work in Hong Kong*

申请条件

Diploma or degree in any discipline; Fresh graduates / Final-year students
Excellent interpersonal, communication, and presentation skills
Cantonese Speaker
Candidates must be permitted to work in Hong Kong

雇主简介

We are seeking entrepreneurial and adaptable individuals to join our professional wealth management team. This role offers a highly autonomous work model, allowing you to develop a substantial seconda...

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