Wealth Planning Advisor - Client Relationships & Growth

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 223,000 - 335,000; Full time

Benefits offered by this job

Medical scheme

Study allowance

Annual overseas conference

Flexible working hours

Sponsored professional training

Job summary

AIA Hong Kong and Macau is seeking fresh graduates to join its Challenge Family in wealth management and financial advisory, offering training, mentorship, and a clear career path. You will engage with clients, track market trends, analyze data, and support proposals and events while developing your communication and relationship-building skills.

Flexible hours and professional training are provided. Eligible candidates are Cantonese/Mandarin speakers, IANG welcome, with a degree and a strong

Qualifications

• Bachelor’s degree; finance/econ background preferred.
• Fluent in Cantonese and Mandarin; HK work eligibility (IANG welcome).
• Strong interest in fund management, financial advisory & wealth planning.
• Proactive, eager to learn, and excellent communication & interpersonal skills.

Responsibilities

• Track HK financial trends and policies; analyze data to support strategy and business development.
• Build long-term client relationships through professional communication; identify needs and offer tailored advice.
• Explore market opportunities; optimize communication and maintain client relations.
• Assist with proposals, case studies and marketing events; handle documentation and filing per regulatory requirements.

Skills

Fluent Cantonese/Mandarin

Excellent communication

Interpersonal skills

Education

Bachelor's degree or above

Job description

AIA Hong Kong and Macau is seeking fresh graduates to join its Challenge Family in wealth management and financial advisory, offering training, mentorship, and a clear career path. You will engage with clients, track market trends, analyze data, and support proposals and events while developing your communication and relationship-building skills.

Flexible hours and professional training are provided. Eligible candidates are Cantonese/Mandarin speakers, IANG welcome, with a degree and a strong