Wealth Management Internship Program

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 is a Leading Financial Advisory firm in Hong Kong, offering holistic wealth management solutions. Our comprehensive suite of services includes insurance planning, investment advisory, property investment, offshore wealth planning, and migration services. With our extensive network of global partners and cross-border expertise, we empower clients to achieve their financial and lifestyle aspirations across multiple jurisdictions.

Join our Team at AMG Financial Group! You’ll learn from experienced mentors, gain real client insights, and build a solid foundation for a future in finance and investment.

• Client Consultation: Meet with clients to understand their insurance needs, financial goals, and risk tolerance. Conduct a comprehensive analysis of their existing insurance coverage, if any, and identify any gaps or areas for improvement.
• Insurance Planning: Develop customized insurance plans for clients based on their specific requirements. This includes recommending appropriate insurance products such as life insurance, health insurance, property insurance, and liability insurance.
• Product Recommendations: Evaluate insurance products available in the market and provide clients with suitable recommendations that align with their needs and budget. This involves comparing policy features, coverage limits, premiums, and exclusions across various insurance providers.
• Investment Advisory: Provide investment advice and recommendations to clients as

Requirements

• Diploma or degree in any discipline; Fresh graduates / Final-year students
• Excellent interpersonal, communication, and presentation skills
• Cantonese Speaker
• Candidates must be permitted to work in Hong Kong*