Wealth Management Internship/Trainee
Job Responsibilities
Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation
Participate in training on financial knowledge and regulations including tax systems, legal compliance, investments, asset management, and legacy planning
Managing wealth of clients by matching our financial and investment solutions to fulfill their financial goal
Clients relationship management, expand clients’ network and review their financial need regularly
Collaborate with managers to understand and fulfill clients' financial needs
Work with colleagues to conduct after-sale services and maintain excellent client relationships
Our Team Culture
CL Justice has been generally acknowledged as the best youth training ground for fresh graduates with
each member of the team filled with high academic qualifications and extensive experience in the field of
wealth management, investment and insurance.
Members of our team come from various backgrounds such as Finance, Law, Economics, and Marketing
which allows us to provide the most professional service to our clients. It would help you develop your
skills and personal network allowing you to strive and eventually achieve financial independence.
We aim to nurture future entrepreneurs and we hope you are one of them! The instructors are the members of MDRT (Million Dollar Round Table) who are well experienced in training new members.
Benefits and Packages
Competitive Pay With Quarterly Bonus and Year End Bonus
Initial Training and On-Job Training Provided
Excellent Career Path to Management Ladder
Flexible Working Hours
Transparent and accelerated career development opportunities to management-level roles
IIQE Paper 1, 3, 5 licensing training, with full fee coverage
We are looking for
Recent or prospective university graduates with Master's degrees
Majors in statistics, finance, economics, risk management, actuarial science, or relevant business fields
Strong communication and interpersonal skills
Fluent in oral and written Chinese & and English; Mandarin knowledge is advantageous
Self-driven, goal-oriented, eager to learn, presentable
