Educational requirements: Diploma or trade qualification
English requirements: Competent English
Requirements for skilled employment experience for years: 0-1 year
Required residence status: None
Accept remote work: unacceptable
Job Description
Financial Planner Assistant/Internship
Requirements:
- Business or related majors (at least one year of study visa) and graduates are welcome, training provided
- Interested in finance, investment and financial management, and can do long-term career planning
- Fluent in English and Chinese, good communication skills
- Serious and responsible work
- Non-sales position, no sales pressure
Job Description
- Assist Certified Financial Planner (CFP) to manage clients and develop financial plans
- Understand financial markets and products (stocks, funds, structured products, etc.)
- Learn basic Australian financial management knowledge (pensions, tax, insurance, personal/trust investments, etc.)
