Wealth Management Internship Program (Welcome Fresh Graduates)

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

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 based

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More Job Information

Salary

• 15000 - 50000 / MONTH

Job Function

• 銀行 · 金融服務 - 投資服務

Location

• 灣仔

Location

• 灣仔區

Location

• 香港 > 其他

Employment Term

• 兼職

Employment Term

• 全職

Employment Term

• 實習

Employment Term

• 自由

Education

• 文憑或相等程度