Job ref no.: CT3129704-01#0009

******Wealth Management Trainee ******

Lap Kin Financial Co.

Specially designated for year 3 or Final Year university students

* working visa will not be provided    *

Our team leader

  • The Unit Manager and Associate Wealth Management of the District.
  • 13+ years of MDRT ; ULB no.1, COT
  • UST graduates

Fields of Study

Any Discipline, business and finance preferred


Provide professional financial services to clients in Hong Kong and the mainland, including wealth management and portfolio advice, investment planning, retirement planning, and risk management planning

Understand customer needs and provide personalized financial solutions

Provide professional advice and services, establish personal brand and expand the network field

Prepare proposal, handle with medical and surgery reports, underwriting and claiming documents


Free on-job training (Principles and practice of insurance paper I & III, etc)

Fast-track promotion to managerial position

Positively related income with efforts and passion, can reach HKD500,000~1,000,000 in the 1st year


Professional training to worldwide recognizable qualification Million Dollar Round Table (MDRT)

Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)

For university graduates or applicants with relevant working experiences, they will be considered to fill in the full-time positions. 

Salary HKD ($)15K - 50K per month

- - - 

About the AIA Group

AIA Group Limited and its subsidiaries (collectively “AIA" or the “Group") comprise the largest independent publicly listed pan-Asian life insurance group. It has operations in 17 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 26 per cent joint venture in India and a representative office in Myanmar. 

AIA is listed on the Main Board of The Stock Exchange of Hong Kong Limited, the third-largest IPO ever globally in October 2010, under the stock code “1299" with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY"). As at 30 September 2014, AIA is the fourth largest constituents of The Hang Seng Indexes. 

Our products ranging from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with over 100 investment options. We are also dedicated to providing superb product solution to meet the distinguished financial needs of high net worth customers.


Critical Illness Protection

Medical Protection

Savings Insurance

Life Protection

Accident and Other Protection

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More job information
Job ref no. CT3129704-01#0009
Job Function
  • Causeway Bay
Employment Term
  • Internship
  • Full-time
  • 0 year - 5 years
Career Level
  • Entry level
  • Degree
  • 5-day week
  • 13-month pay
  • Additional subsidies
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Examination leave
  • Flexible working hours
  • Gratuity
  • Insurance plan
  • Medical plan
  • PRC holidays
  • Work from home
  • Year-end bonus
  • … + 10 more