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Wealth Strategist /Wealth Management Trainee /Internship (畢業生優先 /無相關經驗要求)

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Wealth Strategist /Wealth Management Trainee /Internship (畢業生優先 /無相關經驗要求)

Today's Plus Holding Limited
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Job Highlights

  • flexible working hours
  • work life balance
  • upcapped earnings

About the Role
Kickstart your career in wealth management with us! We are a MNC finance company offering internship, full-time, and part-time programs tailored for ambitious individuals. No prior experience is required as we provide comprehensive training, entry level!

職位簡介
想在財富管理領域展開您的職業生涯嗎?我們是一家跨國金融公司,現提供實習、全職及兼職的靈活計劃,專為有抱負的人士而設計。無需任何經驗,因為我們將提供全面的專業培訓!


What You’ll Do

  • Assist clients in achieving financial goals through tailored solutions.
  • Build and maintain meaningful client relationships.
  • Participate in training and development programs to enhance your skills.
  • Support senior wealth managers in day-to-day operations.


主要職責

  • 協助客戶通過量身定制的解決方案實現財務目標。
  • 建立並維護有意義的客戶關係。
  • 參加培訓和發展計劃以提升專業技能。
  • 支援資深財富管理專員的日常運作。

What We’re Looking For
Eager to learn and grow as individual.
FRESH GRADUATES or CAREER SWITCHER are welcome!

我們正在尋找的人才
熱衷於學習並希望在金融行業成長。
歡迎應屆畢業生或有意轉行人士申請!

What We Offer

(Full-Time)
✅ Dynamic & Inclusive Work Environment with flexible working hours
✅ Unlimited Earning Potential with a unique financing scheme
✅ Comprehensive Benefits Package, including medical coverage, insurance & retirement plans
✅ World-Class Training powered by industry-leading tools
✅ Exclusive Recognition & Rewards for top performers

(Internship)
🎓 Official Internship Certificate upon completion
📅 Tailored Training & Flexible Schedule to fit your learning needs
📜 Earn a Minimum of Two Professional Business Licenses during the internship
🚀 Opportunity for a Full-Time Return Offer to unlock career benefits

(全職)
✅ 多元化工作環境,彈性工作時間,提升工作與生活平衡
✅ 無上限收入潛力,獨特的財務支持計劃助你快速發展
✅ 完善的福利制度,涵蓋醫療保障、保險及退休計劃
✅ 頂級專業培訓,配備行業領先的金融工具與資源
✅ 尊享專屬獎勵與榮譽,表現卓越者更有豐厚獎賞

(實習)
🎓 保證獲得官方實習證書,為職業履歷加分
📅 量身訂製的專業培訓及彈性實習時間,讓你學習無憂
📜 實習期間獲得至少兩張專業金融業務牌照,增強競爭力
🚀 有機會獲得正式錄用機會,享受全職員工專屬福利

More Information

Salary
20,000 - 28,000 / month
Benefit
  • Earnings uncapped
  • Work from Home
  • Flexible working hours
  • Professional Growth Opportunities.
Job Function
Work Model
  • Hybrid / WFH
Industry
Employment Term
  • Full-time
  • Part-time
  • Internship
Experience
  • 0 year
Career Level
  • Entry level
Education
  • PhD or Doctorate
  • Master's degree
  • Degree
  • Asso. Deg or High Dip
Overview

關於公司
TodayPlus是香港首間於保險業以家庭為本的中心。我們將「家庭」和「生活」理念融合,致力提供高質素、多功能的綜合設施服務,包括教育、金融、健身、獎金、娛樂和慶祝活動。
財務顧問最重要的作用是服務,而不是銷售。因此,公司致力將銷售過程變得極其簡單和無縫,令顧問專注為客戶提供最好的服務。
如有興趣了解更多關於我們的信息,歡迎關注我們的
Facebook :www.facebook.com/todayplushk
Company Overview
We are TodayPlus, Hong Kong’s first integrated family-friendly facilities hub for the insurance industry. TodayPlus isn’t just about insurance. We integrate various aspects of family life and values - education, finance, fitness, rewards, entertainment, and celebration.
The most important role of a Financial Advisor is service, not sales. So we’ve made it extremely easy and seamless for our Advisors to sell, in order to focus on what’s actually meaningful - giving the best service to clients.

With our state of the art facilities called HubPlus, robust lead generation strategy (no need to call on your friends and family!), programmes and events for Advisors and clients, and our comprehensive training, you’ll be a part of the Financial Advisory Agency that’s revolutionising the insurance landscape!
To learn more about us, follow our updates on Facebook: www.facebook.com/todayplushk

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