Wealth Management Internship Program 2020
PRESTIGE FAMILY OFFICEHong kongUpdate time: August 7,2020
Job Description

This program is targeted at full-time college students or above (graduates or college students who graduate in 2020 are preferable). The course aims to deepen the understanding of the industry for young people who are interested in the development of the financial planning industry after graduation. The training course about 3 days which includes:

  • The basics of financial planning and interpersonal workshops,
  • Retirement planning and risk management,
  • Career development and analysis of special cases, to name a few.

 

After completing the course and meeting the entry requirements of Internship, you can obtain a diploma and become a quasi-financial planning consultant as an intern. Through the experience and participation in financial planning work, the trainees are given a valuable experience to become a wealth management professional.The details are listed below:

 

Core Course: Building Teamwork

Fundamentals of Financial Planning and Interpersonal Workshops

Retirement / MPF

Sharing from senior industry professionals

 

Practical Support: Joint Fieldwork

Insurance Intermediary (Licensing Courses)

 

Commendation: Attend the graduation ceremony

Outstanding students will be rewarded

 

Candidates who would like to enrol in the free workshops, please contact Madison Lee by prestigefamily.hr@gmail.com for more detail to register the workshop. 

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