CL Moment careers-icon 0 opportunities location-icon Hong Kong users-icon Less than 100 employeesOverviewJobs0Financial Management Trainee / Internship (本地大學生/ Final Year優先)Share:We are looking for:Bachelor Degree holder or above in all disciplinesMature, self-motivated, diligent, willing to learn and with high integrityExcellent interpersonal and communication skillsExperience in banking/ financial industry will be an advantageFresh Graduates are also welcomedJob Description & Responsibilities:Professional Financial ServicesConstruct financial planning including Wealth Protection, Wealth Accumulation and Wealth DistributionUnderstand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfoliosAssess client's current financial situation and develop financial plan for client by selecting suitable financial products and servicePrepare presentations and proposals for both internal and client usageReview and revise client's financial plan based on their life-changing situationsMaintain friendly and lasting client relationshipsTeam DevelopmentAcquire leadership and team management skills for future career development and progression to managerial levelMotivate and inspire team membersPlan and execute strategies for constructing teamShare market insights and strategies in teamBenefits & Compensations:High commission with expected monthly income from HK$30,000+Performance-based incentives including travelling allowance, bonusProfessional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT),Sponsored oversea conventions and conferencesWell-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development ProgrammeContinuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorshipGroup medical insurance and other allowanceSearch for more jobsSearch and filter for more relevant results.Search jobs now
Financial Management Trainee / Internship (本地大學生/ Final Year優先)Share:We are looking for:Bachelor Degree holder or above in all disciplinesMature, self-motivated, diligent, willing to learn and with high integrityExcellent interpersonal and communication skillsExperience in banking/ financial industry will be an advantageFresh Graduates are also welcomedJob Description & Responsibilities:Professional Financial ServicesConstruct financial planning including Wealth Protection, Wealth Accumulation and Wealth DistributionUnderstand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfoliosAssess client's current financial situation and develop financial plan for client by selecting suitable financial products and servicePrepare presentations and proposals for both internal and client usageReview and revise client's financial plan based on their life-changing situationsMaintain friendly and lasting client relationshipsTeam DevelopmentAcquire leadership and team management skills for future career development and progression to managerial levelMotivate and inspire team membersPlan and execute strategies for constructing teamShare market insights and strategies in teamBenefits & Compensations:High commission with expected monthly income from HK$30,000+Performance-based incentives including travelling allowance, bonusProfessional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT),Sponsored oversea conventions and conferencesWell-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development ProgrammeContinuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorshipGroup medical insurance and other allowance