The Prestige family Office is one of the team under AIA, the largest independent publicly listed pan-Asian life insurance group.

The Prestige family Office is one of the team under AIA, the largest independent publicly listed pan-Asian life insurance group.

Wealth Management Trainee (Greater Bay Area)

Job level Middle
Work exp 1 Year To 4 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Within Hong Kong
Employment type Full Time
Industry Financial Services / Investment / Securities
Job function Accounting > Accounting / Finance Manager
Banking / Finance > Account / Relationship Management
Banking / Finance > Asset Management
Published On 07/06/2021

This is a One Year Fast-Track Management Program

We are looking for proactive, forward-thinking and innovative individuals who aspire to make a positive impact on people's lives. Prestige Family Office’s (a Licensed representative of AIA International Limited) vision is to be the pre-eminent wealth management planning provider in the Asia-Pacific region. You will be joining a high-performance team, one that is focused on our vision and on attaining excellence by defining the standards for the financial industry.


Job Description and Attributes:

* To provide wealth planning consultation services to clients

* To work majoring in wealth creation, retirement & legacy planning, value added services in risk management.

* Engage and work with our team wealth management leaders

* Interact with team managers under supervision and cultivate an entrepreneurial attitude

Job Requirements:

* IANG Visa Holders are preferable (with Bachelor or master degree)

* Preferably have one to five years previous work experience in customer services , marketing or sales industry

* Degree Holders or above (any discipline is accepted) from an accredited university

* Excellent communication, interpersonal and presentation skills with an analytical mindset

* The ability to demonstrate a strong commitment to ongoing learning and be self-motivated

* Energetic, proactive and responsive in the private client service sector

* Fluency in Mandarin is a must. Proficiency in English and /or Cantonese will be considered an advantage


Program Offers:

* A one-year fast track management program in AIA company’s values and products

* Professionally mentored coaching by premier financial consultants

* Free supportive elearning for Insurance Intermediaries Qualifying Examination (IIQE)

* Attendance at overseas conventions and training programs for future career prospects

* Flexible working hours

* Attractive benefits and incentives

To apply online, please click the 'Apply now' button below. If you have further information, please contact us through email by clicking  .