Wealth Management & Finance Internship Program

AIA Hong Kong and Macau; Hong Kong; On-site; Full time

Job description

"Elite team, execution details" is the core operating philosophy of the CHALLENGE Family, the top agency team of AIA Hong Kong. This is also the persistence and belief of Mr. Terence Yee, the founder of the CHALLENGE Family and the regional executive director who has served AIA Hong Kong for nearly 40 years. With this persistence, it has laid a solid foundation for the family's long-term and sustainable success. In the past 15 years, the CHALLENGE Family has won the first place in the Super Outstanding District (SGDOY) four times with the efforts of three generations. Such achievements, in addition to excellent talent selection, comprehensive and effective operating systems, and a complete professional training system, also require a management philosophy that can stand the test of time.

With nearly 40 years of experience, Challenge Family have achieved the top position in the market. The continuous success and the ever-victorious "army" have brought together members of the Million Dollar Round Table (MDRT), which is recognized as the highest international honor in the industry, and created unprecedented success. The "Challenge Family" has produced many elites, with MDRT (Million Dollar Round Table) as the benchmark. All members have high academic qualifications and provide the most professional services. They continue to inherit the fine traditions of the family and continue to create higher glory, making every family member proud to be a member of the "Challenge Family".

Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Management) , financial senses, and various investment tools through this internship program.

Date: SUMMER/ WINTER 2026-2027

Dress Code: Formal Business Attire

Key contents covered in the learning-based-internship program:

• Professional knowledge in Wealth Management
• Concepts and insights in financial management
• Legal knowledge
• Legacy Planning & Trust
• Taxation
• Trend and analysis in the development of Guangdong-Hong Kong-Macao Greater Bay Area
• Development of global investment
• Marketing
• Customer Relationship Management & Segmentation

Entry Requirements:

• University students in all disciplines (Year 4 will be considered)
• Fresh Graduates and IANG are welcomed (No working experiences Will also be considered)
• HK I.D. card holder or IANG Visa holder or QMAS or TTPS or ASMTP Professional applicators
• Good command of written and spoken Cantonese or Mandarin

Learning Based internship program do not offer any salary.

Working based internship program offer commission based salary.