The Chinese University of Hong Kong
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Business Management Trainee, Financial Planning / IANG Program / Internship (畢業生優先 / 無相關經驗要求) - CCKW FINANCIAL CONSULTANT CO.



Business Management Trainee, Financial Planning / IANG Program / Internship (畢業生優先 / 無相關經驗要求)

Employment Type : fulltime,intership
Education Level : bachelor,master,doctoral
Years of Relevant Working Experience : 0
Preferred Discipline/Subject : ALL Fields of Study
Monthly Salary Range : negotiable

Job Description


  • Develops and Implements Strategic and Tactical Plans with Strong Considerations to Client Challenges
  • Tailors Investment Strategies for Clients, Identifying Objectives and Constraints including Liquidity Needs and Tax Implications to Create Customized financial plans
  • Reviews Client Information, including Financial Statements, Risk Investment Profile and Cash Availability
  • Work Closely with Cross Functional Partners to Ensure Collaboration and Process Efficiencies Are Maintained
  • Performs Investment Research and Stays Informed of Developments in Security Markets in order to Provide Clients with up to date Financial Guidance
  • Learn Team Management through Utilizing the Full Capabilities of the Organization

Application Methods


Direct Email at: clcynhr.aia@gmail.com; OR

Apply through: https://hk.jobsdb.com/hk/en/job/aia-business-management-trainee-financial-planning-iang-program-internship-100003009646234




CCKW FINANCIAL CONSULTANT CO.


Nature of Business : Financial Services
Company Address : 9/F LEE GARDEN TWO, 28 YUN PING ROAD, CAUSEWAY BAY, HONG KONG
Company Telephone Number : 94241416
Company Website :