Financial Planning Associate (Trainee) | Welcome Fresh Graduates

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

Benefits offered by this job

1-on-1 mentorship

Structured training

Long-term incentives

Fast-track promotion path

Strong resources

Job summary

AIA International Limited in Hong Kong invites graduates to join its Wealth Management & Investment Advisory trainee programme. You'll gain hands-on experience in wealth financing, tailored investment consulting, and asset portfolio structuring, with 1-on-1 mentorship and structured training.

You'll work with high-net-worth clients, perform market research, and collaborate across teams to deliver integrated financial solutions while developing your professional skills in a supportive,

Qualifications

• Bachelor's degree in Finance, Business Administration or related fields (preferred but not required).
• Interest in finance and business consulting; basic knowledge of Hong Kong's market.
• Strong analytical skills, attention to detail, and problem‑solving ability.
• Excellent interpersonal and communication skills.
• Self-driven, responsible, eager to learn.
• Must hold a valid Hong Kong work visa (IANG/TTPS welcome).

Responsibilities

• Communicate with high-net-worth clients to understand their wealth management needs and provide tailored advisory services
• Assist in formulating wealth financing plans and diversified investment portfolios
• Conduct market analysis and financial data research; prepare professional client presentations
• Collaborate with cross-functional teams and external partners to deliver integrated services
• Participate in systematic training and 1-on-1 mentorship to fast-track your development

Skills

Analytical skills

Attention to detail

Communication skills

Self-motivation

Problem-solving

Interpersonal skills

Education

Bachelor's degree in Finance or related field

Job description

Join a renowned financial services firm in Hong Kong as part of our Wealth Management & Investment Advisory team. This graduate trainee programme offers hands‑on experience in wealth financing, personalized investment consulting, and asset portfolio structuring—with 1-on-1 mentorship and structured training.

Core Responsibilities

Communicate with high-net-worth clients to understand their wealth management needs and provide tailored advisory services

Assist in formulating wealth financing plans and diversified investment portfolios

Conduct market analysis and financial data research; prepare professional client presentations

Collaborate with cross-functional teams and external partners to deliver integrated services

Participate in systematic training and 1-on-1 mentorship to fast-track your development

Who We're Looking For

Bachelor's degree in Finance, Business Administration or related fields (preferred but not required)

Passion for finance and business consulting; basic understanding of Hong Kong's market

Strong analytical skills, attention to detail, and problem-solving ability

Excellent interpersonal and communication skills

Self-driven, responsible, eager to learn

Must hold a valid Hong Kong work visa (IANG/TTPS welcome)

What We Offer

Competitive remuneration package with long-term incentives

Positive, supportive and collaborative team culture

Strong reputable platform with abundant resources

Clear fast-track promotion path

Comprehensive professional training and mentorship

Do You Believe Everything Can Be Better?

At AIA, we don't just chase excellence—we strive for constant progress, with no limits to our pursuit of better.

AIA has been named a 2025 Asia Pacific Top Workplace for the second year running.

AIA Hong Kong & Macau has always recognized the importance of engaging in people’s lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many generations. From product design, front line and support services to talent nurturing, these customer insights have helped us uphold the highest standard across all aspects of our business. AIA’s financial planners serve our customers with utmost sincerity and help them to turn their intangible feeling of love into something real, by protecting their loved ones with an insurance policy

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