Key Responsibilities and Duties

• Develops and Implements Strategic and Tactical Plans with Strong Considerations to Client Challenges
• Tailors Investment Strategies for Clients, Identifying Objectives and Constraints including Liquidity Needs and Tax Implications to Create Customized financial plans
• Reviews Client Information, including Financial Statements, Risk Investment Profile and Cash Availability
• Work Closely with Cross Functional Partners to Ensure Collaboration and Process Efficiencies Are Maintained
• Performs Investment Research and Stays Informed of Developments in Security Markets in order to Provide Clients with up to date Financial Guidance
• Learn Team Management through Utilizing the Full Capabilities of the Organization

• Comprehensive Training Brand New Interactive Modules
• Career Growth Opportunities within the Company, including the Executive Development Program
• Uncapped Earning Potential, Perfect Incentive System
  
• Various Exclusive Rewards and a Diverse Array of Events
• Dynamic Working Environment, Flexible Working Hours
• Special Occasion. eg. Overseas trips, Holiday & Birthday Gifts

• Receive an Official Internship Certificate
• Customized Training Programs and Flexible Internship Schedule
• Substantial Income and Various Milestones to Receive Extra Reward
• At Least Two Business Licenses throughout the Internship

1. 1919年，在上海成立，逾百年基業發展里程碑。專注發展亞洲市場，為最大的泛亞地區獨立上市人壽保險集團。1931年植根香港，業務覆蓋18個市場。
2. 我們屢獲殊榮，深得業界認同，傲視同儕。百萬圓桌會會員人數全球之冠，人壽保險業界的卓越標準。
3. AIA於香港聯交所上市中最大公司。自2010年上市後，市值升逾四倍，總資產值達 3,400億美元，為恆生指數第二大成分股。

1. 「精英團隊，執行細節」是AIA CHALLENGE Family 的核心營運理念。
2. "CHALLENGE Family" 精英輩出，依靠高標準的人才選拔，眾成員學歷皆為學士、碩士或以上；配合多元化支援與配套，完善專業的培訓體系，區域不斷湧現更多精英管理領袖。
   
3. 「挑戰家族」連續12年榮獲業界公認最祟高的「最高百萬圓桌會會員比例、最多百萬圓桌會會員人數的區域大獎」。記錄至今無人能破，共四度取得超級傑出區域第一名的殊榮。

Cynthia CHAN，高級資深區域經理，香港金融財富管理行業Top Manager、香港中文大學EMBA。06年將管理哲學和營運智慧帶入團隊。連續二十載橫掃各大獎項，斬獲MDRT、COT、TOT不計其數。2021年獲得全港最傑出資深經理排名第一。Cynthia極度重視培育新時代精英才俊，成員皆為「年輕有為」的學士 / 研究生，並相繼成為團隊中的MDRT、COT及TOT。除剛畢業的大學生，團隊有金融業界專才、CFP、會計師、精算師、投行主管等精英為客戶提供最專業的財務策劃服務。作為一個頂尖的銷售管理領袖，Cynthia與團員「亦師亦友」，配合混合式課堂的培訓大趨勢，為團員打造最成功的互動學習模式。發揚優良的因材施教體系，CYN Branch將助你在事業上快速起步，成為未來的管理層，實現「財富自由」。

Reasons For Joining Financial Planning Industry

• 保險從業人員相比銀行、咨詢公司等金融行業員工更具有靈活的時間和空間。更可建立團隊，發展終身事業，成為行業企業家。
• 因應客戶不同需要，保險比基金、股票、虛擬貨幣等投資方式更加安全，穩定，具持續購買的消費模式。
• 2019年起，政府實施多項市場政策，包括自願醫保計劃等以支持行業。2020年更推動服務中心在大灣區設立。在可見的未來，政策上將持續利好。面對龐大且不斷增長的市場，需要時刻做好準備。
• 目前，香港與內地正面對人口老齡化，醫療保障和個人財務規劃需求呈指數級增長。平均壽命延長，確保退休基金的儲備至關重要。

AIA is the largest life insurance organization in the Asia-Pacific region since 1919. It provides individuals and businesses with products and services in investment management, retirement management, conservation management and risk management. AIA maintains more than 23 million active policyholders in the region through an extensive network of more than 320,000 agents and approximately 23,500 employees across 15 regional markets.

Subsidiaries, and affiliated companies of AIA Group, including Australia, Brunei, the Chinese mainland, Hong Kong, Macau, India, Indonesia, Malaysia, New Zealand, the Philippines, Singapore, Korea, Taiwan, Thailand and Vietnam.

AIA Insurance Holdings Limited, stock code "1299" on the Stock Exchange of Hong Kong Stock Exchange listed on the Main Board.