2027 Business Consultant Trainee — Management Trainee Programme

AIA; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Benefits offered by this job

Full medical and insurance coverage

Elite training program

Fast-track career path

Job summary

AIA Hong Kong in CHALLENGE District is recruiting a 2027 Management Trainee (Business Consultant). This full-time programme targets 2026–2027 graduates who want a long-term career in wealth management. You will be mentored by senior managers, complete a three-month internship, and have a rapid path to leadership.

Candidates must complete IIQE Paper 1 & Paper 3 and be visa-ready for Hong Kong. The programme emphasizes risk assessment, investment planning, and client relationships for

Qualifications

• 2026 or 2027 graduates with a university degree; Master's degree preferred.
• Three-month pre-employment internship before full-time conversion.
• Visa readiness and ability to work in Hong Kong.
• Complete IIQE Paper 1 and Paper 3 licensing before or at programme start.

Responsibilities

• Provide comprehensive financial solutions including risk management, investment planning, wealth management, and retirement planning.
• Conduct needs-based analysis to tailor solutions for high-net-worth individuals and families.
• Build and maintain long-term client relationships.
• Analyze portfolios, financial data, and market trends to generate insights and support advisory decisions.
• Participate in a structured fast-track programme to develop into managerial roles.
• Commit to continuous learning across financial products, planning tools, and client development.

Skills

Needs-based analysis

Client relationships

Proactive mindset

Financial planning

Education

Bachelor's degree

Master's degree preferred

Job description

We are hiring at CHALLENGE District, AIA Hong Kong.

We are one of the very few that can say this: four times first place in the Super Outstanding District Award (SGDOY) over the past fifteen years, on a team culture built across nearly forty years.

Our benchmark is MDRT, the Million Dollar Round Table. It is not a title we hand out lightly. It is a standard we train towards, systematically, from day one. That standard is exactly why we select rather than mass-recruit.

We Are Recruiting: 2027 Management Trainee (Business Consultant)

This is a full-time management-trainee programme designed for 2026 to 2027 graduates who aspire to build a long-term career in the financial industry. You will be trained and mentored by experienced managers, with a clear path to leadership.

• 3-Month Pre-Employment Internship — Successful candidates will first join as interns for a three-month structured internship
• Full-Time Conversion upon Graduation — Upon graduation, interns will be officially converted to full-time Management Trainees

Key Responsibilities

• Provide comprehensive financial solutions to clients, including risk management, investment planning, wealth management, and retirement planning
• Conduct needs-based analysis to tailor solutions for high-net-worth individuals and families
• Build and maintain long-term client relationships
• Analyze portfolios, financial data, and market trends to generate insights and support advisory decisions
• Participate in a structured fast-track programme to develop into managerial roles
• Commit to continuous learning across financial products, planning tools, and client development

What We Offer

During the 3-Month Internship

• Structured Onboarding Systematic training and one-on-one mentoring from day one

Upon Full-Time Conversion

• High-Earning Potential Competitive compensation with an exclusive bonus structure to reward outstanding performance
• Elite Training System Industry-leading mentors and structured programmes to accelerate professional growth
• Fast-Track Career Path A clear promotion roadmap with a direct pathway to leadership
• Comprehensive Benefits Full medical and insurance coverage

Entry Requirements

• Educational Background — 2026 or 2027 graduating students and fresh graduates with a university degree; Master's degree preferred. This role involves cross-border tax, legacy planning, and asset allocation, so the bar is set at the academic level, not the sales level.
• Internship Commitment — You must be able to complete the three-month pre-employment internship before full-time conversion upon graduation.
• Visa Readiness — TTPS, QMAS, or IANG visa holders are welcomed, and you must be willing to work with us on your visa application. This is a client-facing role in Hong Kong, and a proper work identity is non-negotiable.
• Licensing Commitment — You must complete the required professional licensing (IIQE Paper 1 and Paper 3) before or at the start of the programme. We provide full study materials, past papers, and one-on-one mentorship. This is the licence to practise, and we take it seriously.
• Language Advantage — Proficiency in Mandarin or a mainland background is preferred.
• Proactive and Goal-Oriented — A self-motivated professional with a strong sense of responsibility and a proven ability to drive results.
• Energetic and Passionate — A highly motivated individual with genuine interest in the wealth management industry.
• Strong Interpersonal Skills — Adept at communication, collaboration, and relationship management to support team success.