AIA GroupAIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian lift insurance group.AIA Premier Academy (AIAPA)Since founded in 2011, AIA Premier Academy is one of AIA's key initiatives in selecting and cultivating a truly ''Premier''...

AIA Group

AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian lift insurance group.

AIA Premier Academy (AIAPA)

Since founded in 2011, AIA Premier Academy is one of AIA's key initiatives in selecting and cultivating a truly ''Premier'' team of young and energetic insurance professionals to take the company to greater heights. Our mission is to provide customers premier services and support with professionalism, AIA Hong Kong prides itself on its premier services and professional integrity.

Wealth Management/ Investment Trainee

Job level Entry
Work exp No work experience
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Causeway Bay
Employment type Full Time
Benefits Additional subsidies, Competitive pay, Discretionary bonus, Education subsidies, Flexible working hours, Gratuity, Guaranteed bonus, Insurance plan, Maternity leave, MPF, Performance bonus, Special / extra leave, Staff loan, Stock option, Travel allowance, Year-end bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Investment Banking / M & A
Banking / Finance > Private Banking / Wealth Management
Others > Management Trainee
Published On 08/09/2020

Challenge District

The Champion District of Highest Numbers of MDRT and Highest % of MDRT over the past consecutive 13 years, the Top No.1 Team out of 230+ Districts. 

We are now looking for high caliber degree holders (Fresh Graduate/ IANG) to join our team.


Hong Kong AIA Challenge Family
Terence, Executive Director of AIA Hong Kong, founded the Challenge Family. Starting from one person til the regional team was developed, then expanded into a challenge family with 13 regional directors. With 35 years, it has achieved a top position in the market. Sustained success, the long-victorious "army", has brought together members of the Million Dollar Round Table (MDRT), recognized as the most lofty international honor in the industry, and created unprecedented success. "Challenge Family" elites the members have high education, cooperate with the most professional service, continue to inherit the family's fine traditions, and continue to create higher glory, so that every family member will be proud of being a part of the challenging family.

What is MDRT Million Dollar Round Table? 
Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. 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. 

Job Highlights

  • Professional training in Wealth Management sectors (Risk Management/ Saving Management/ Investment Management/ Retirement Management)

  • Fixed salary and high commission is offered.

  • Bonus and overseas conventions are provided.

  • Professional Team with best support


Working Responsibilities

  • Assess clients’ current financial status by conducting financial needs analysis.
  • Offer Professional financial advice to clients
  • Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on.
  • Attend Professional Training courses and One month internal training program will be provided. 


Entry Requirements

  • Degree Holder in All Disciplines

  • HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANG

  • Hong Kong Permanent Resident

  • Fresh Graduates are welcomed

  • Fluent in Cantonese or Mandarin is a MUST


  • Monthly fixed salary

  • Attractive commission package + Year-end bonus + remuneration & fringe benefits

  • Well-structured and comprehensive training program

  • Continuous Strengthening of Banking & Finance Knowledge

  • One Year Fast Track Program to Managerial Level

  • Special Holiday Package (2 Company Trips per Year)

  • Overseas learning experience

  • ''Work Hard, Play Hard'' Working environment & lots of fun

  • Motivated Working Environment

  • Flexible Working Hours