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Wealth Management Trainee & Intern 暑期實習/財富顧問/財富策劃顧問/財富管理培訓生/實習生/Internship/ Welcome Fresh Grad

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-19
  • Career Level:Entry Level
  • Location:Causeway Bay
  • Qualification:Degree
  • Employment Type:Full Time, Permanent, Internship
  • Job Function:Admin & HR  Administration / Operation Manager  Banking / Finance  Financial Services  M
  • Benefits:Education allowance, Medical insurance, Performance bonus, Flexible working hours

Job Description

Full time Job Description: 

 - Assess clients’ financial situations by conducting financial needs analysis
 - Analyse and provide total package of financial services planning 
 - Provide comprehensive wealth management services to clients from Hong Kong and China market, including:                  
         1. Risk Management
         2. Retirement Planning
         3. Asset Allocation
         4. Estate Planning
         5. Corporate Planning

 - Build up close business relationship with clients and review their financial portfolios
 - Build up and manage financial planning team
 - Train up to be a leader with promising career ladder



Internship Program:

1. Take Part in Professional Financial Services Training
 - 
Wealth Management & Portfolio Advice
 - Investment & Risk Management Planning
 - Business Development

2. Participate in Comprehensive Training Sessions
 - Leadership & Entrepreneurship Coaching
 - Marketing Strategy Development 
 - Communication & Interpersonal Skills

3. Engage in Financial and Insurance Industry
 - Acquire Up-to-Date Financial Knowledge and News
 - Receive Networking Opportunities
 - Explore Multiple Channels and Connections

Completed the Internship Program, you will get:
 - An official certification from AIA
 - 
Opportunity to Win an Internship Scholarship
 -Chance of Getting a Job Offer, Clearer Career Path, More Comprehensive Training and Benefits

Our Benefits:

  • Over 100 hours well-structured and comprehensive mentoring session to equip you with necessary Practical Knowledge
  • Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package
  • Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager
  • Monthly income from HK$2K to 8.3K, plus Remuneration, Allowance, Year-End Bonus, Fringe Benefits and more
  • Dynamic Working Environment, Flexible Working Hours
  • Special Occasion. eg. Overseas trips & Birthday Gifts

Requirements:

  • Degree holder in all discipline
  • Goal oriented, self-motivated and results driven
  • Good interpersonal and communication skills
  • Experience in financial industry or background in Mainland will be an advantage
  • Attention to details, with superior organizational skills and ability to prioritize tasks
  • Ability to work in a fast-paced, evolving environment
  • Candidates without relevant experience are welcomed



Company Info

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.

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