Internship Period:
June 16 - 20, 2025; or July 7 - 11, 2025

Who we look for:

• Permanent residents of Hong Kong / valid Hong Kong work visa holders
• IANG / Master Student
• Interested in Family Office Industry

Job Duties:

• Assist in analyzing client financial needs and preparing solutions 協助分析客戶的財務要求，並制定規劃方案
• Work with mentors to evaluate and design cross-border strategies for clients 與導師合作評估並設計跨境財富管理方案
• Conduct a comprehensive case study, covering areas such as wealth accumulation, tax optimization, retirement planning and estate planning 進行個案研習，涵蓋財富累積、稅務優化、退休規劃和遺產規劃等領域
• Collaborate on team projects and present findings to mentors 與團隊合作完成項目，並向導師展示結果

Why do we provide GWMIP?

• Enormous demand for family wealth management in Asia 龐大的家族財富管理需求
• Financial services remain one of its most important pillars in HK 金融業仍為香港經濟支柱
• The rising shortage of next-generation financial advisors in HK 財務顧問人才斷層
• Aim to recruit more talents for the expansion of financial advisory services 希望邀請更多人才加入財務策劃行業

What can you get from GWMIP?

• Certificate and reference letter 畢業證書及推薦信
• One-to-one mentorship 導師單對單指導
• Professional knowledge of financial planning 財務管理知識
• Potential career path 有潛力的職業規劃

What is the goals of GWMIP?

• Your business plan 你的個人發展計劃
• Knowledge of retirement planning, estate planning and tax planning 退休、遺囑及稅務規劃知識
• Leadership training 領導能力
• Coaching, Motivation and Presentation skills 輔導, 自主及演講技巧

工作類型: 短期, 實習
合約期： 7 日

薪酬： 每月 $10,000.00 起

時間：

• 星期一至星期五

求職申請截止日期： 2024/06/01

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