The AIA internship program seeks to provide a full spectrum enriching learning experience for interns and university graduates aspiring to join the Financial Planning industry. This will be achieved through practical hands-on application of theories / concepts introduced via formal lessons, validation...

The AIA internship program seeks to provide a full spectrum enriching learning experience for interns and university graduates aspiring to join the Financial Planning industry. This will be achieved through practical hands-on application of theories / concepts introduced via formal lessons, validation of professional skills / knowledge through examinations, as well as interactions with customers and industry leaders through field visits and events.

AIA FP Internship ( Flexible working schedule|Uncapped commission earning|#CausewayBay )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese
Location
Within Hong Kong, Causeway Bay, Quarry Bay
Employment type Internship
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Education / Training > Others
Logistics / Transportation > General / Others
Published On 19/06/2022

 

During the internship, you will be trained to be industry-ready, while building on:

  • Leadership skills
  • Interpersonal skills
  • Presentation skills
  • Effective communication skills
  • Financial and Fintech Literacy

 

What You Will Do:

  • Evaluate clients’ financial needs and propose customized solutions to clients;
  • Establish and maintain excellent relationships with existing and new clients;
  • Introduce investment and financial solutions to clients;
  • Maintain customer relations though highly professional mode of communications

 

During this Internship Program, you will learn:

  • How to Conduct periodic review of clients’ needs to maintain or develop relationships;
  • Due-diligence checks ( Know Your Client and Anti-Money Laundering );
  • Effective Communications and Persuasion technique;
  • Leadership skills

 

Requirements:

  • Coming Final Year University Students ( Class of 2023 ) in any field
  • Fluent Cantonese speaker
  • Hong Kong residents / Dependant Visa

 

Remuneration:

  • Our office is located at Causeway Bay with easy accessibility ( Closed to MTR Causeway Bay Station )
  • Continuous professional development through a comprehensive training on financial knowledge, customer service management and soft skills, and development program
  • 1 to 1 mentorship guidance provided, dedicated mentors to accompany on joint-field work and on-going job mentoring
  • Opportunity to develop your leadership and management skills by building your very own agency and leading a team
  • Flexible working hours, earn the commission of every successful deal, return business license examination fee
  • International and industry recognition e.g Million Dollar Round Table and OYSA Award
  • Title of Financial Planner will be granted during the internship

 

 

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[ Important Notice for all applications ]

All personal data collected for the purpose of recruitment and business license only.

No work visa provided / sponsored for this opening.