Wealth Management Internship — Mentored Client Advisory

AMG Financial Group Limited; Hong Kong; On-site; HKD 167,000 - 558,000; Full time

Job summary

AMG Financial Group Limited is seeking a motivated professional in Hong Kong to join its client advisory team. You will meet with clients in Wan Chai to understand their insurance needs and financial goals, then design personalized insurance plans and investment guidance.

The role offers exposure to a range of life, health, property, and liability products and opportunities for growth. Responsibilities include conducting comprehensive client analyses, recommending suitable products, and

Qualifications

• Experience in assessing insurance coverage and identifying gaps.
• Ability to tailor insurance plans to client needs and budgets.
• Familiarity with investment advisory concepts for client guidance.

Responsibilities

• Client consultation: Meet with clients to understand their insurance needs, financial goals, and risk tolerance; analyze gaps.
• Insurance planning: Develop customized insurance plans including life, health, property, and liability coverage.
• Product recommendations: Compare policy features, premiums, and exclusions to align with client budgets.
• Investment advisory: Provide investment guidance based on client goals and risk profile.

Skills

Client consultation

Insurance planning

Product recommendations

Investment advisory

Education

Diploma or equivalence

Job description

AMG Financial Group Limited is seeking a motivated professional in Hong Kong to join its client advisory team. You will meet with clients in Wan Chai to understand their insurance needs and financial goals, then design personalized insurance plans and investment guidance.

The role offers exposure to a range of life, health, property, and liability products and opportunities for growth. Responsibilities include conducting comprehensive client analyses, recommending suitable products, and