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 Trainee (Internship/ Fresh Graduate)

Job level Entry
Work exp No work experience
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Causeway Bay
Employment type Full Time
Benefits Dental plan, Discretionary bonus, Flexible working hours, Insurance plan, Maternity leave, Medical plan, MPF, Performance bonus, PRC holidays, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Asset Management
Banking / Finance > Investment Banking / M & A
Banking / Finance > Private Banking / Wealth Management
Published On 03/05/2022
Tags

This Graduate Program aims to cultivate talents and experienced candidates in the Financial industry. Trainees will acquire well-rounded experience, skills and knowledge in the fields of Wealth Management and the Financial sectors in Hong Kong. Trainees will receive intensive training in the fields of Risk Management, Retirement Management, Asset Allocation and Investment Planning while working under the Mentors. We welcome non-business students from universities as extra training will be provided.

Job description:

1. Provide professional financial advice to clients

• Assess clients’ current financial status by conducting financial needs analysis

• Conduct insurance value assessment

• Manage risk analysis and loss identification

• Offer Professional financial advice to clients

• Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment planning and so on

• Evaluate different financial planning products to clients, e.g. mutual funds, MPF, international properties and so on

• Maintain, review and update clients’ wealth management and investment portfolio

2. Team management

• Collaborate with teammates to develop various business and marketing techniques

• Provide support in planning and arrangement of business strategy for the team

Benefits:

• Competitive pay: Basic salary + high commission + discretionary bonus

• Annual Overseas trips & conventions

• Well-structured career path with fast-track to management level

• Flexible working hours - work life balance

• No off-season, no layoffs

• Frequent opportunities to upgrade yourself: Talks on investment, medicine etc.

Entry Requirements:

• Bachelor’s degree or above in any discipline

• Fresh Graduates and IANG are welcomed

• HK I.D. card holder or IANG Visa holder

• Good command of written and spoken Cantonese or Mandarin is a MUST

• Year 4 interns will be guaranteed a graduate position

 

Interested parties please send your application with a full resume by clicking Apply Now, interview(s) will be provided.

All information received will be kept in strict confidence and only used for employment-related purposes. Applicants who are not invited for an interview within 4 weeks may consider their applications unsuccessful.