Wealth Management Internship - Mentorship & Client Exposure

AMG FINANCIAL GROUP; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Job summary

AMG Financial Group Limited in Hong Kong is a Leading Financial Advisory firm offering holistic wealth management solutions, including insurance planning, investment advisory, and cross-border services.

We are seeking fresh graduates or final-year students to join our team as entry-level advisors. You will meet clients, analyze insurance needs, craft tailored plans, and present suitable products. Cantonese fluency and HK work eligibility are required.

Qualifications

• Diploma or degree in any discipline; fresh graduates or final-year students.
• Excellent interpersonal, communication, and presentation skills.
• Cantonese speaker; candidates must be permitted to work in Hong Kong.

Responsibilities

• Meet with clients to understand insurance needs and financial goals.
• Develop customized insurance plans including life, health, property, and liability coverage.
• Evaluate policy options and provide product recommendations aligned with clients' needs and budget.
• Offer investment advisory guidance as part of holistic financial planning.

Skills

Interpersonal skills

Communication skills

Presentation skills

Education

Diploma or degree in any discipline

Job description

AMG Financial Group Limited in Hong Kong is a Leading Financial Advisory firm offering holistic wealth management solutions, including insurance planning, investment advisory, and cross-border services.

We are seeking fresh graduates or final-year students to join our team as entry-level advisors. You will meet clients, analyze insurance needs, craft tailored plans, and present suitable products. Cantonese fluency and HK work eligibility are required.