Financial Planning Intern
Job Summary
This internship program offers a 3-month immersive experience in wealth management, risk mitigation, and client relations. Interns will support senior advisors by conducting financial analysis, drafting proposals, and managing client communications. Successful candidates have the opportunity to transition into a full-time career with commission-based income and long-term management advancement paths.
Responsibilities
- Shadowing senior advisors in client meetings
- Assisting with financial portfolio reviews
- Drafting financial plans and insurance quotations
- Managing client relations and after-sales service
- Conducting financial market research
Required Skills
- Currently pursuing relevant degree
- Fluent in Mandarin
- Strong communication skills
- Microsoft Office proficiency
- Proactive and eager to learn
Job Details
Key Responsibilities: Shadowing & Observation: Sit in on client meetings and consultations with senior advisors to learn effective communication and fact-finding techniques. Financial Analysis Support: Assist in reviewing clients' current financial portfolios to identify gaps in health coverage, retirement readiness, and wealth accumulation. Proposal Preparation: Draft customized financial plans, life and medical insurance quotations, and presentation decks for prospective clients. Product Knowledge: Deepen your understanding of various financial products, focusing specifically on life and health policies, and long-term investment strategies. Client Relationship Management: Assist with after-sales service, annual policy reviews, and addressing basic client inquiries regarding their life and health coverage. Market Research: Keep track of current financial trends and update the team on new market developments regarding retirement and wealth planning. Requirements: Education: Currently pursuing a Diploma or Bachelor’s Degree in Finance, Business, Economics, Marketing, Accounting, Actuarial Science, Data Science, or a related field. Communication Skills: Strong spoken and written communication skills; ability to explain concepts clearly. Language: Fluent in spoken Mandarin. Attitude: Proactive, highly motivated, and eager to learn the ropes of the financial planning industry. Skills: Basic proficiency in Microsoft Office (Excel, PowerPoint, Word) or similar software. Knowing AI tools for drafting marketing content is a plus. Certifications: Willingness to study for relevant industry licenses (e.g., PCE, CEILI) is a strong bonus.