Internship For Finance Students (Risk Management and Insurance)Internship Opportunity for Finance Students (Risk Management and Insurance)
About Us
We are specialists inwill writing, trust creation, estate planning, wealth protection , andlegacy planningfor both individuals and corporate clients.
With our expertise in financial services, we are dedicated to helping clients secure their legacies, manage their wealth, and safeguard their financial future.
Who We Are Looking For
We are seekingfinance studentswho are currently studying in the fields ofrisk management ,insurance ,finance , orbusiness administration .
The ideal candidates will possess a keen interest in financial planning, risk assessment, and insurance solutions.
Strong communication and interpersonal skills, along with the ability to work well in a team, will be key to success in this role.
Required Language(s):
MandarinorEnglish(As the role involves liaising with Mandarin-speaking clients)
Skills Required:
Communication and interpersonal skills
Teamwork and relationship-building skills
Investment knowledge and financial analysis skills
Strong problem-solving and critical thinking abilities
Basic Work Habits:
Demonstrates a positive, proactive attitude
Punctuality and adherence to work schedule
Professional dress and appearance in line with company standards
What You Will Do
As an intern, you will gain hands-on experience in various aspects offinancial risk managementandinsurance , including:
Assisting with client appointments:Setting meetings with potential clients and providing initial consultations
Client inquiries:Responding to client questions related to estate planning, will writing, trust creation, and insurance policies
Document review:Assisting in the review and analysis of insurance policy statements and estate planning documents (e.g., wills, trusts, power of attorney)
Insurance analysis:Understanding and summarizing key details in life insurance policies, such as premiums, coverage, cash value, and death benefits
Marketing support:Assisting in the creation and preparation of marketing materials, such as informational content and PowerPoint presentations
Risk assessment:Analyzing potential financial risks and helping to develop strategies for risk management and mitigation
What You Will Gain
By the end of your internship, you will have developed the following:
In-depth industry knowledge:A thorough understanding of estate planning, wealth protection, and risk management.
Professional skills:Enhanced communication, client interaction, and technical skills in financial planning and insurance.
Personal growth:Increased self-discipline, maturity, and confidence in a professional environment.
Networking opportunities:Develop valuable relationships with mentors and industry professionals.
Work-life balance:Gain experience in a supportive environment that promotes a healthy work-life balance.
Are You Ready to Start Your Career in Finance?
Take the next step in your finance career and grow your portfolio with us.
Join our team, gain invaluable experience, and see your career thrive in the field ofrisk management and insurance .
Click the ' Apply Now ' button to apply, and we'll be in touch soon!#J-18808-Ljbffr