Internship program /2026 Investment Program

About the role Provide comprehensive wealth management solutions for high net worth clients, designing personalized investment portfolios and optimizing asset allocation. You will expand business networks through customer relationship management, participate in team strategic planning and business development, and provide professional after-sales service to maintain customer relationships. Key responsibilities Provide comprehensive wealth management solutions for high net worth clients Design personalized investment portfolios and optimize asset allocation Expand business network through customer relationship management Participate in team strategic planning and business development Provide professional after-sales service to maintain customer relationships About you University degree holder or equivalent Entrepreneurship vision and self-motivated mindset Excellent interpersonal, communication and presentations skills Good command of written and spoken English and Chinese Benefits Generous commission and performance bonus Overseas conferences and incentive travel One-year fast-track promotion to management Professional certification training (CFP/RFP/CFA, etc.) Customized career development path Flexible working hours One-on-one guidance by professional mentors About us We are a professional team focusing on wealth management, working with top global financial institutions such as Morgan Stanley, UBS, and Franklin Templeton Investments to provide one-stop wealth planning services for high net worth clients. The team brings together professionals from top global universities such as Imperial College London and University of California, Berkeley, focusing on innovative thinking and personal skills. We specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high net worth individuals and their families. We achieved No.1 investment performance among HK AIA Districts, with an unrivaled performance being 100% better than the second-best in the company.