Wealth Management Trainee（ 2025-2027 graduates are welcome）

AIA
Hong Kong, Hong Kong SAR
Salary not specified
Posted
Full-time
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Job Description

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets across Asia. Established in Shanghai in 1919, AIA is a market leader in Asia and offers life insurance, accident and health insurance, savings plans, and other financial services. With total assets of US$286 billion, AIA serves over 42 million individual policyholders and over 18 million members of group insurance schemes. Qualifications - Financial Planning and Investment Management skills - Strong analytical and problem-solving skills - Excellent interpersonal and communication skills - Bachelor's degree from a QS100 university. - Must possess Hong Kong residency. - Relevant industry experience is preferred. - Strong sales aptitude and excellent communication skills. - A proactive attitude towards client engagement and relationship building - Relevant certifications (e.g., CFA, CFP) are a plus - Fluency in Chinese languages( Mandarin) Key Responsibilities - Conduct in-depth financial analysis and wealth management planning for clients. - Provide tailored advice to help clients achieve their financial objectives. - Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty. - Stay updated on market trends and investment opportunities to offer informed guidance. - Collaborate with a team of professionals to deliver exceptional service and support. Roles and Responsibilities - Provides Financial Strategies for Clients, Identifies Objectives and Constraints - Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills - Conducts Investment Research and Stays Informed of Developments in the Growing Insurance Industry - Relationship Management and Communication Techniques - Participates in Ongoing Training and Development Sessions （Full Time） - Diversified Environment, Flexible Working Hours - Exceptional Income Potential, One-of-a-kind Financing Scheme - Comprehensive Medical Coverage, Insurance & Retirement Plans - Best In-Class Training Delivered by Industry Leading Tools - Benefit from Exclusive Recognition, Privilege & Rewards (Intern) - An Guaranteed Official Internship Certificate - Customized Training and Internship Schedule - Get at least two business licenses throughout the Internship - Chance for Receiving Return Offer to Unlock Full Benefits Career Development At AIA Hong Kong, we believe in investing in our employees’ future. As a Wealth Management Consultant, you will have access to: - Comprehensive training programs to enhance your skills and knowledge. - Opportunities for mentorship from experienced industry professionals. - Clear career progression paths, with potential advancement to senior consultant or managerial roles based on performance. - Access to a wide range of resources and tools to support your success. What we offer - Competitive remuneration package with performance-based incentives. - Flexible working hours and a supportive work environment. - Opportunities to participate in industry-leading seminars and workshops. - A chance to make a real difference in clients' lives by helping them secure their financial future.

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Financial Services
Hong Kong
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