About us

Paraplanning

General Internship Information

  • Business Area: Finance
  • Location: Shanghai
  • Duration: 5 months - 12 months
  • Allowance: 0.00 CNY
  • Other benefits:
  • Reference: 1104

Daily Tasks

- Help prepare reviews for client meetings with appropriate forms, reports, data, and research
- Helps prepare insurance and investment paperwork
- Helps design and construct financial plans and financial strategies in conjunction with partners
- Perform portfolio reviews based on client data, contributions, and withdrawals
- Help create client files and maintain client data in CRM program


Requirements

- On course to completing a Bachelor's degree or recently graduated
- Quick learner of new technologies e.g. Excel, Word and other internal programs
- Excellent report writing skills in English
- Professional demeanour
- Superb organizational and follow-through skills
- Ability to anticipate and solve problems
- Excellent interpersonal and team player skills
- Good time management skills


Additional Information

Working under the direction of the Business Transition Process Manager, the Intern will be responsible to assist Partners to care for a specific group of clients.


Company Description

The team of experienced financial professionals work closely with their clients to ensure they truly understand their unique personal circumstances, goals and aspirations as this company seeks to deliver financial strategies that can be reviewed and adjusted as personal and professional life evolves.


CONTACT US

If you have any questions about our program, please feel free to contact us!

* Maximum 500 characters
* Required fields
1318 followers