Posted on 2022-11-17
AIA International Limited

AIA Wealth Strategist / Management Trainee, Financial Advisor / Internship (畢業生優先 / 無相關經驗要求)

AIA International Limited

Job Highlights

  • 「年輕有為」的大學生團隊, CUHK EMBA Team Leader
  • 覆蓋投資策略、環球市場分析, Morgan Stanley等專家授課
  • 清晰的晉升階梯; 新人首年花紅計劃, 行業最優專屬福利

Key Responsibilities and Duties

  • Develops and Implements Strategic Plans with Strong Considerations to Client Challenges
  • Tailors Investment Strategies for Clients, Identifying Objectives and Constraints 
  • Learns Team Management through Utilizing the Full Capabilities of the Organization
  • Reviews Client Information, including Financial Statements & Risk Investment Profile
  • Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management.
  • Performs Investment Research and Stays Informed of Developments in Security Markets

What Working At AIA Offers

(Full Time)

  • Exceptional Income PotentialPerfect Incentive System
  • Dynamic Working Environment, Flexible Working Hours
  • Comprehensive Medical Coverage & Retirement Package
  • Various Exclusive Rewards and a Diverse Array of Events & Trips
  • World-Class Training and On-Boarding Programs Delivered by New Interactive Module
  • Resources and Dedicated Support to Help Candidates Build Successful Careers

(Internship)

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

About AIA

  1. 1919年,在上海成立,逾百年基業發展里程碑。專注發展,為最大的泛亞地區獨立上市人壽保險集團。1931年植根香港,業務覆蓋亞太18個市場。
  2. 我們屢獲殊榮,深得業界認同,傲視同儕。改善上億人的生活,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

About CHALLENGE District

  1. 「精英團隊,執行細節,追求卓越」是AIA "Challenge Family" 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、碩士以上;配合多元化支援與配套,卓越的培訓系統,區域不斷栽培出更多獨當一面的管理人才。
  3. 「挑戰家族」獲獎記錄首屈一指。連續12年取得行業最高榮譽「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」。業界唯一四度摘得超級傑出區域第一名的殊榮

About Your Future Leader

Cynthia CHAN,Senior District Manager,香港金融財富管理Professional Training Instructor、香港中文大學高级工商管理硕士。自06年將管理哲學帶入團隊,連續二十載橫掃各大獎項。2021年更獲得香港最傑出資深經理排名第一
Cynthia長期致力培育新一代精英人才,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、律師、投行主管等人才為客戶提供最專業的服務。作為一個頂尖的銷售管理領袖,Cynthia與團員「亦師亦友」。提供度身定造的混合式專業培訓、自主的工作模式,拥抱创新思维,推動團員持續求進,達成事業抱負。發揚因材施教的團隊文化,CYN Branch將助你在事業上快速起步,成為未來的管理層,實現你「財富自由」的目標

Reasons For Joining Financial Planning Industry

  • 我們的人員相比銀行、咨詢公司等金融從業者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
  • 不單只助您事業發展,我們為員工提供一系列的活動及措施,助您在思維、情緒、規劃及生活上都各得其所。
  • 我們正建立可持續發展的將來。香港與內地正面臨嚴重的人口老齡化問題,醫療保障和個人財務規劃需求呈指數級增長。確保退休基金的合理規劃,將為上億人帶來改變
  • 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。

近年,我們和香港一起經歷了前所未有的挑戰。以往看似“穩定"的行業在當前的大環境下出現諸多“變數"。或許你開始意識到:想要改善生活,實現財務自由,只有“為自己打工",並以此為基礎創造被動收入。依靠友邦雄厚的實力和卓越的亞洲資源,現在就是你“低成本創業"的最佳機會。

KICKSTART YOUR ENTREPRENEURIAL JOURNEY TODAY

AIA - CYN Branch offers Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.

Interested parties please submit application / CV by clicking the Apply Now button below. We look forward to receiving your application.

***Hong Kong Residents and IANG Visa Students are both Welcomed - Help with the Renewal of IANG Visa***

More job information
Salary
Benefits
  • 5-day week
  • Additional subsidies
  • Alternate Saturdays
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Education subsidies
  • Examination leave
  • Extra paternity leave
  • Family medical plan
  • Family-friendly Leave
  • Flexible working hours
  • Insurance plan
  • Marriage leave
  • Medical plan
  • Staff care centre
  • Transportation allowance
  • Work from home
  • Year-end bonus
Job Function
Location
  • Causeway Bay
Industry
Employment Term
  • Internship
  • Freelance
  • Contract
  • Part-time
  • Full-time
Experience
    N/A
Career Level
  • Entry level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree