Wealth Management Internship Program (Welcome Fresh Graduates)

AMG Financial Group Limited

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

更多工作資料
薪酬 薪金面議
待遇
  • 五天工作週
  • 生日假
  • 彈性工時
  • 保險計劃
  • 醫療計劃
  • 在家工作
工種
  • 銀行 · 金融服務 - 投資服務
工作地點
  • 灣仔
  • 灣仔區
  • 香港 > 其他
僱用形式
  • 兼職
  • 全職
  • 實習
  • 自由
教育程度
  • 學士
  • 文憑或相等程度

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