Wealth Management Program / Internship Program

AIA

Hong Kong

On-site

HKD 550,000 - 720,000

Full time

21 hours ago
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Benefits offered by this job

Overseas travel rewards
Birthday benefits
Year-end bonuses
Competitive base salary
High allowances
Flexible hours

Job summary

AIA in Hong Kong invites ambitious professionals to join an accelerated leadership pathway designed to fast-track managerial advancement in wealth management. You'll analyze clients' financial needs, craft investment strategies, and build enduring relationships with high-net-worth and corporate clients.

The program offers hands-on training, overseas travel rewards, year-end bonuses and flexible hours as part of a competitive rewards package.

Qualifications

  • Bachelor's degree required.
  • Fresh graduates welcome and encouraged to apply.
  • Mainland & Hong Kong students, TTPS and QMAS visa holders are welcome.

Responsibilities

  • Analyze clients' financial needs and provide personalized investment strategies.
  • Build long-term relationships with high-net-worth individuals and corporate clients.
  • Leverage social platforms to build an authoritative presence and expand your influence.
  • Prepare professional presentations and proposals to drive client success.
  • Collaborate closely with the team to achieve outstanding results.

Skills

Client analysis
Relationship building
Presentation skills
Social media presence
Team collaboration

Education

Bachelor's degree

Job description

Where Excellence Thrives – A Professional & Multidisciplinary Team
Accelerated Leadership Pathway – Hands-on Training & Rapid Managerial Advancement
Top-Tier Rewards – Work-Life Flexibility + Industry-Leading Remuneration
  • Analyze clients' financial needs and provide personalized investment strategies.
  • Build long-term relationships with high-net-worth individuals and corporate clients.
  • Leverage social platforms to build an authoritative presence and expand your influence.
  • Prepare professional presentations and proposals to drive client success.
  • Collaborate closely with the team to achieve outstanding results.
【Benefits we offer】

Master core industry skills through hands-on courses.

Gain insights into the latest trends and strategies in finance, healthcare, and marketing.

Enjoy adaptable hours and a dynamic team environment.

Accelerated promotion path to senior manager/team leader roles.

Competitive base salary, high allowances, year-end bonuses, and multiple benefits.

Overseas travel rewards, birthday benefits, and special celebration events.

We are not just a team—we are a cradle for exceptional career development. As industry leaders in nurturing young professionals, we’ve made history by mentoring the world’s youngest Million Dollar Round Table (MDRT) member! This achievement underscores our unwavering commitment to talent growth and success. Now, we’re seeking passionate, ambitious individuals to join us and fast-track their careers. If you love finance and thrive in a supportive, growth-oriented environment where you can learn from top experts, this is your stage to shine.

"Choice matters more than effort—choose the right platform, and your dreams will come true faster."

I firmly believe that when people dare to push their limits, they unlock infinite potential. Guided by this conviction, I embrace challenges with an open mind and relentlessly pursue excellence in my field. This drive led me to become the runner-up in Hong Kong regional agent performance in my first year at AIA and achieve an unprecedented 14-year streak as an MDRT member, with multiple Court of the Table (COT) honors.

As a seasoned wealth management expert, my expertise spans personal financial planning, corporate asset allocation, M&A, and IPO advisory. Leveraging years of experience and networks in Hong Kong and mainland capital markets, I specialize in systematic training and resource sharing, empowering team members to rapidly enhance their skills and achieve breakthrough success in wealth management.

AIA’s roots trace back to Shanghai in 1919. As Asia’s premier life insurance group, we’ve served the region for over a century. Since entering Hong Kong in 1931, we’ve expanded to 18 markets across Asia, setting global benchmarks in life insurance and protecting millions of families.

AIA is listed on the Hong Kong Stock Exchange, AIA is one of its largest constituents by market cap, with $340 billion in total assets—a fourfold growth since our 2010 IPO.

"Elite team, meticulous execution, pursuit of excellence"—this is the core of AIA’s Challenge Family.

We unite industry elites, with all members holding at least a bachelor’s degree. Through rigorous selection and professional training, we cultivate independent leaders. Challenge Family holds legendary records:

  • 12 consecutive years as the region with the highest MDRT ratio and membership
  • The only team to win "Super Outstanding Region" four times

Degree holders in all disciplines, fresh graduates welcome / Mainland & Hong Kong students / TTPS / QMAS visa holders are welcome.

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