About AIAAIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region. AIA is listed on the Main Board of The Stock Exchange of Hong Kong Limited, the third-largest IPO ever globally in October 2010, under the stock...

About AIA

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region. AIA is listed on the Main Board of The Stock Exchange of Hong Kong Limited, the third-largest IPO ever globally in October 2010, under the stock code “1299” with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY”). As at Feburary 2019, AIA is the second largest constituents of The Hang Seng Indexes.

Our Vision is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.

Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.

 

Challenge District

We are Challenge District, the No.1 district for 12 years among 200+ districts in AIA, possessing the highest percentage and number of MDRT members. In terms of MDRT members, our family’s performance is equivalent to some big insurance companies. Challenge family is a brand amongst the insurance industry, known for quality of service and utmost professionalism.

The Premier Association of Financial Professional awards MDRT (Million Dollar Round Table) membership, only to honor to the top 1% of financial planners worldwide. In Challenge district, our MDRT ratio is 95.9% out of 100+ staff members.

Challenge Family aims to raise the standards in the industry to new heights. Being highly educated individuals comprised of a group of Bachelor and Master degree graduates. Members of Challenge district are from diversified backgrounds including elite institutions worldwide and locally, some of us are from Imperial College of London, UC Berkeley, London School of Economics, HKU, HKUST and CUHK.

 

About MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

財富管理經理 / 財富管理實習生 (獎學金計劃) Internship(Scholarship Programme) / Graduate Trainee / Full-time Wealth Management Manager

Job level Entry
Work exp No work experience To 1 Year
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Causeway Bay
Employment type Full Time
Benefits Dental plan, Flexible working hours, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Marketing / Public Relations > Marketing - Communications
Travel / Tourism > Customer Service / Guest Relations
Published On 23/03/2020

Full-time Wealth Management / Graduate Trainee

 

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices

  • Investment Planning

  • Retirement Planning

  • Risk Management Planning

  • PRC Business & Family Trust 

2. Team Management

  • Planning Strategies for Team Development

  • Recruiting & Managing Team Talent 

  • Implementing Marketing Strategies 

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)

  • Acquire Up-to-Date Financial Knowledge and News

  • Develop Better Interpersonal and Communication Skills

 

 

Wealth Management Internship Program 

 

1. Professional Financial Services Workshop

  • Wealth Management & Portfolio Advices

  • Investment Planning

  • Retirement Planning

  • Risk Management Planning

  • Mainland China Visitors business (大中華市場)

  • Taxation and Family Trust Service

2. Leadership training

  • Top Managers small group workshop sharing

  • Leadership Presentation competition

3. Self Development

  • Acquire Up-to-Date Financial Knowledge and News

  • Develop Better Interpersonal and Communication Skills

  • Equip To Be Future Leader in Wealth Managment Industry

Requirements

  • Degree holder in all discipline

  • Entrepreneurship and self-motivated

  • Energetic and outgoing

  • Good interpersonal and communication skills

  • Fluent in Cantonese or Mandarin

  • Candidates with banking/ sales & marketing experience are also welcomed

Our Benefits:

  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)

  • One year fast-track promotion program to Senior Manager /Assistant Unit Manager

  • Excellent career path to management level

  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

  • Overseas trips and conventions

****** Hong Kong Residents and IANG Visa Students are welcome.******

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.