Professional Financial Services Provision for Clients
• Wealth Management and Portfolio Advice
• Investment Planning
• Retirement Planning
• Risk Management Planning
• Education Funds Planning
• PRC Business and CIES (Capital Investment Entrant Scheme) Planning
Self Continuous Improvement
• Professionalism in Financial Planning
• Interpersonal and Communication skills development
• Enhancement of financial news and knowledge
We Offer:
• Licensing Courses of IIQE Paper I and III (including examinations)
• Introduction of basic insurance and financial concepts (including investments, MPF, retirement, risk managements and wealth management)
• Professional Sharing from selected senior individuals
• Comprehensive and interactive training programs
Benefits:
• Early professional introduction to the industry
• Assist young elites to recognize their career path
• Promote young elites to flourish in the financial industry
Program Requirements:
• Final Year University Student graduating in 2020 to 2022 is preferred
• Self-motivated, energetic, passionate and willing to learn
• Strong communication and interpersonal skills
• Proficiency in Cantonese, English and Putonghua