Financial Planning Intern: Client Relationships

Confidence Capital Investment; Hong Kong; On-site; HKD 279,000 - 446,000; Part time

Benefits offered by this job

Attractive remuneration

Training provided

Client exposure

Career development

Flexible part-time

Internship certificate

Future opportunities

Job summary

Confidence Capital Investment in Causeway Bay, HK, invites motivated interns to join a frontline, client-facing team. You will engage with prospective and existing clients, understand their financial needs and support senior staff in presenting tailored financial services.

Ideal candidates are undergraduates or postgraduates with strong communication and interpersonal skills, fluent Mandarin, and a good command of English or Cantonese.

Qualifications

• Undergraduate and postgraduate students are welcome to apply.
• Students from Finance, Economics, Business, Social Sciences, Psychology or other disciplines are welcome.
• Excellent communication and interpersonal skills.
• Enjoy interacting with people and building professional relationships.
• Fluent in Mandarin; English and Cantonese proficiency is an advantage.
• Positive attitude, self-motivated and willing to learn.
• Previous experience in sales, customer service, recruitment or business development is an advantage but not required.

Responsibilities

• Client Communication: Communicate with prospective and existing clients through face-to-face meetings, phone calls and other channels.
• Client Relationship Management: Build and maintain good relationships with clients through regular communication and follow-ups.
• Financial Needs Assessment: Understand clients' financial goals and needs, including savings, education planning and retirement planning.
• Service Introduction: Introduce relevant financial services and assist senior team members in explaining financial planning solutions.
• Business Development: Support client acquisition, business development activities and the expansion of client networks.
• Client Meetings: Arrange appointments, participate in client meetings and provide follow-up support.
• Team Collaboration: Work closely with team members to support daily business activities and client-related projects.

Skills

Communication

Mandarin

English & Cantonese

Education

Student (undergrad/postgrad)

Job description

Confidence Capital Investment in Causeway Bay, HK, invites motivated interns to join a frontline, client-facing team. You will engage with prospective and existing clients, understand their financial needs and support senior staff in presenting tailored financial services.

Ideal candidates are undergraduates or postgraduates with strong communication and interpersonal skills, fluent Mandarin, and a good command of English or Cantonese.