Wealth Management Internship - Financial Planner ( Cantonese & Mandarin )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Causeway Bay, Quarry Bay, Not Specified
Employment type Internship
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Others
Others > Graduate Trainee
Published On 22/10/2020


  • Office location: Lee Garden, Causeway Bay
  • Main language: Cantonese | Mandarin
  • Main dress code: ( Formal ) Business Attire


Learning opportunities:

  • Attend regular team meetings, district meetings, seminars and conventions to learn theory and actual work
  • Opportunities to attend seminars in different topics and events as limited seats
  • 1.5 days intensive wealth management workshop ( in Mandarin ) will also be included ( office @ Hysan Place, Causeway Bay )
  • Alumni activities may included


What we look for?

  • Student of undergraduate or master’s program ( in the penultimate year / final year would be highly preferred )
  • Good command in Chinese ( Cantonese or Mandarin ), with an high level of written and verbal communication and presentation skills
  • Familiar in using iPad
  • With a keen interest in financial services industry with well-organized and attentive to detail
  • Maintain a proactive and positive attitude and be a good team player


Development and What will you gain?

  • Will be highly valued in our team since we take on a select number of interns only
  • Directly learn from a well-experienced Unit Manager who had been worked in AIA for over 17-year
  • Help you develop and follow your skills as closely as possible
  • Gain a solid wealth management, financial analysis and insurance knowledge
  • Candidates with work permit may gain income by assisting the district with implementation of sales strategies in order to achieve the insurance business target


The personal data collected is strictly confidential and is used only for recruitment and related purposes and will not be forwarded to unauthorized third parties.