Marketing Assistant

CL Confidence Company Limited; Hong Kong; On-site; HKD 33,000 - 56,000; Part time

Benefits offered by this job

Competitive commissions

Professional training courses

Full-time opportunities (for standout)

Recommendation letters

Flexible working hours

Networking opportunities

Job summary

CL Confidence Company Limited offers a unique internship tracing the macro to micro view of wealth creation and preservation. Interns will learn corporate risk solutions for IPOs in Hong Kong and wealth management for directors and personal portfolios.

The program includes dual-track training in Corporate Risk (D&O/IPO) and Personal Financial Planning, with flexible hours that fit academic schedules and potential for future full-time offers.

Qualifications

• Currently pursuing a Master's degree in finance, economics, accounting, business administration, insurance, or related fields.
• Open Mindset: Students from other majors interested in corporate structuring and wealth management are welcome. Fresh graduates may also apply.
• Soft Skills: High enthusiasm, active learning ability, good communication, and teamwork skills.
• Language: Good written skills in Chinese and English; fluent English and Cantonese are bonus points.

Responsibilities

• Market Analysis: Participate in research regarding the Hong Kong IPO market and the specific insurance needs of listed companies (D&O).
• Data Management: Assist the manager in organizing customer information, investment reports, and corporate risk profiles.
• Client Acquisition: Participate in the acquisition of new customer resources, specifically targeting business owners.
• Service Support: Continuously track investment products and monitor risks to assist in providing after-sales service.

Education

Master's degree in finance or related field

Other related master's programs

Job description

The Integrated Wealth Ecosystem: A Unique InternshipMost finance internships limit you to a single department. Our program offers a rare "Macro to Micro" view. You will learn how wealth is created in the corporate world (via AIG's corporate risk solutions) and how it is preserved in the personal world (via AIA's wealth platform).

Our Focus:

1. 1. Corporate: Learning how we help companies IPO in Hong Kong using Directors & Officers (D&O) insurance to mitigate board-level risk.
2. 2. Personal: Learning how we manage the personal portfolios of those same directors using market-leading life and wealth products.

Job Responsibilities

• Market Analysis: Participate in research regarding the Hong Kong IPO market and the specific insurance needs of listed companies (D&O).
• Data Management: Assist the manager in organizing customer information, investment reports, and corporate risk profiles.
• Client Acquisition: Participate in the acquisition of new customer resources, specifically targeting business owners.
• Service Support: Continuously track investment products and monitor risks to assist in providing after-sales service.

Job Requirements

• Education: Currently pursuing a Master's degree in finance, economics, accounting, business administration, insurance, or related fields.
• Open Mindset: Students from other majors interested in corporate structuring and wealth management are welcome. Fresh graduates may also apply.
• Soft Skills: High enthusiasm, active learning ability, good communication, and teamwork skills.
• Language: Good written skills in Chinese and English; fluent English and Cantonese are bonus points.

We Offer

• Financial Reward: Competitive commissions are offered.
• Dual-Track Training: Professional training courses covering Corporate Risk (D&O/IPO) and Personal Financial Planning.
• Career Launchpad: Candidates with outstanding performance may receive full-time employment offers and recommendation letters.
• Flexibility: Flexible working hours, compatible with your academic schedule.
• Networking: Participation in project development to gain wealth management experience and expand your professional network.