Finance & Wealth Management Trainee/ Manager 財富管理見習生/經理
2026-07-16 18:06:12 刷新
800-1000/天 香港 本科 6天/周 实习12个月
留学生实习不打卡年终奖定期团建弹性工作项目奖金硕士生本科生签证持有人可在香港工作
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职位描述:

AIA International Limited was established in 1919 and began its operations in Hong Kong in 1931. Its wholly-owned subsidiaries and branches in Asia Pacific are across 15 regional markets. Over the years, AIA Group has been leading the industry with its forward-looking vision, offering customers the most appropriate protection and financial solutions. It provides individuals and businesses in investment, retirement, conservation and risk management.

Responsibilities

  •          Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;
  •          Assess clients current financial situation and develop financial plan for client by selecting suitable financial products and service;
  •          Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution;
  •          Maintain and develop relationship with clients;
  •          Prepare presentations and proposals for internal and client usage 
  •          Share market insights and strategies in team;
  •          Acquire leadership and team management skills for future career development and progression to managerial level
  • Benefits & Compensations

  •          High commission with monthly allowance ($15000 - 50000), commission package and year-end bonus;
  •          Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT), Court of the Table (COT), Top of the Table (TOT);
  •          Sponsored oversea conventions and conferences; 
  •          Great chance of promoting to higher positions;
  •          Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship;
  •          Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme;
  •          Group medical insurance and other allowance
  • Requirements

  •          Bachelor degree or above (Fresh graduates/ IANG visa holders are welcomed);
  •          Must be eligible to work in Hong Kong;
  •          Excellent interpersonal, communication and presentation skills;
  •          Proactive, creative and responsible;
  •          Good knowledge and network in China market is an advantage;
  •          Good command of spoken and written English and Chinese, especially in Mandarin
  • Our team:  We are Challenge family of AIA which is a well-educated and professional financial planning team in Hong Kong; we offer comprehensive training for new members without any work experience, IANG graduates, and fresh graduates. The instructors are the members of MDRT (Million Dollar Round Table) who are well experienced in training new members.

    Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.

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    简历要求: 中文 英文
    截止日期:2026-07-17
    工作地点:
    9/F,LeeGardenTwo,28YunPingRoad,CausewayBay
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