Posted on 2021-10-14
AIA International Limited

FInnance Planner Trainee/Internship (Wealth Management)

AIA International Limited

Job Description

Wealth Management (WM) or wealth management advisory (WMA) is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW)   and ultra-high-net-worth (UHNW). It is a discipline that incorporates financial planning, portfolio management, and a number of aggregated financial services offered by a complex mix of investment banks, asset managers,     custodial banks, retail banks, and financial planners. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry.



• Qualified candidate will be recommended to AIA Premier Academy Program for           professional systematic training

• Gorgeous Salary Qualified candidate can be offered a monthly allowance of HKD20,000 – HKD45,000 

• Attractive commission package, year-ended bonus, and special awards

• Oversea trips and overseas professional seminars/conference


After the program, you can gain…

• Flexible Internship schedule(For Undergraduate)

• Learn the skills of communicating with different customer groups

• Attend medical lectures

• Learn about investment market information

• Get in-depth sharing from seniors

Students who successfully complete will be awarded an internship certificate.


Your responsibilities

• Provide customers with comprehensive financial analysis services

• Provide clients with professional asset allocation and risk management programs.

Participate in daily learning and training: financial, medical, legal, and other related   professional knowledge to provide better assistance for daily work

• Develop a long-term relationships with clients, expanding clients’ network, broaden the horizon and enrich all-round knowledge



• Degree or above

Fresh graduate and IANG are welcome

• Candidates with finance or banking background will be a plus

• Fluent in Cantonese and Mandarin, English is advance

• Positive attitudes, proactive, and willing to learn


A special allowance package will be offered to Cabin Crew and Aviation specialists



Challenge Family 挑戰區致力助你實現事業抱負,由一眾業界精英財務策劃師沿途陪你成長,共同開創成功路。公司作為世界500強,在香港擁有超過200個營業團隊,而挑戰區在過去的十多年中,一直保持著Top 1的成績。我們的一眾同事雖然年輕輕輕,卻實力非凡,100%同事都擁有大學或以上學歷:包括香港、中國內地及海外、碩士學位、MBA、香港財務策劃師CFP、香港會計師CPA團隊包括傳播媒體及金融會計等不同專業背景。60%同事有國內PRC背景,40%同事則來自香港或外地回流,工作以外,閒時同事們皆會進行不同文化交流的活動,達至中港融合的發展。對於你的創新意念或工作需求,我們會認真傾聽並付諸實行,持續求進。我們團隊多爲22到28的同事,雖然年輕但有著豐富的經驗

More job information
Job Function
  • Aberdeen
  • Admiralty
  • Apleichau
  • Causeway Bay
  • Central
  • Chai Wan
  • Chung Hom Kok
  • Eastern District
  • Fortress Hill
  • Happy Valley
  • Kennedy Town
  • Mid Level
  • Morrison Hill
  • North Point
  • Pokfulam
  • Quarry Bay
  • Sai Wan Ho
  • Sai Ying Pun
  • Sheung Wan
  • Siu Sai Wan
  • Southern District
  • Tai Tam
  • Taikoo Shing
  • The Peak
  • Tin Hau
  • Wanchai
  • Western District
  • Diamond Hill
  • China
  • Macau
Employment Term
  • Contract
  • Part-time
  • Full-time
  • 0 year - 2 years
Career Level
  • Entry level
  • Degree
  • Master's degree
  • Competitive pay
  • Discretionary bonus
  • Flexible working hours
  • Insurance plan
  • Medical plan
  • Year-end bonus
  • … + 1 more