Through this internship project, we aim to equip students with practical industry knowledge and essential skills in financial advisory, client relationship management, will & trust and insurance solutions. Interns will gain hands-on experience in wealth management operations and explore career opportunities in the financial services industry. Outstanding candidates may be considered for future roles as frontline consultants.

Job Duties:

• Conduct market research and assist in preparing reports on financial products, insurance solutions and industry trends;
• Support manager with client relationship management by coordinating meetings, preparing presentation materials, and maintaining client records;
• Participate in training sessions on wealth planning, trust, retirement and estate planning and insurance advisory;
• Engage in business development activities, including identifying potential clients and understanding their financial objectives;
• Collaborate with internal teams to enhance service offerings and improve operational efficiency.

工作類型: 實習
合約期： 1 個月

薪酬： $8,000.00至$12,000.00（每月）

時間：

• 日班
• 星期一至星期五

福利：

• 在職專業培訓

補充薪酬：

• 表現花紅

Work Location: 親身到場

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.