Financial Consultant, Full-time /internship At Insurance
Me2Works
On-site
Client-centric wealth solutions
Business and market analysis
Strategic planning and execution
Me2Works is seeking a Financial Consultant, available as a full-time position or internship, to develop client-centric wealth solutions and support strategic business initiatives. The ideal candidate should have a strong interest in financial planning and possess analytical and communication skills, with ample training and career advancement opportunities offered
Job Summary
Develop client-centric wealth solutions by assisting in formulating personalized financial strategies based on clients’ objectives, risk appetite, and market conditions.
Conduct business and market analysis by analyzing client portfolios, financial trends, and economic data to generate actionable insights and improve advisory outcomes.
Engage in ongoing learning and development by participating in structured training programs covering financial products, advisory frameworks, and business strategy modules.
Matching Summary
Match Score: 85
Me2Works is seeking a Financial Consultant, available as a full-time position or internship, to develop client-centric wealth solutions and support strategic business initiatives. The ideal candidate should have a strong interest in financial planning and possess analytical and communication skills, with ample training and career advancement opportunities offered.
Skills & Requirements
Must-have
Client-centric wealth solutions
Business and market analysis
Strategic planning and execution
Professional presentations and reports
Relationship management capabilities
Nice-to-have
High earning potential
Flexible work style
Elite training system
Fast-track career path
Exclusive perks
Key Requirements
Bachelor's degree (final-year students welcome)
Master's degree preferred
Strong interest in wealth management
Analytical thinker
Excellent interpersonal and communication skills
Work Rights
Hong Kong Residents and IANG Visa Students Welcomed