Wealth Planning Associate: Mentored Trainee in HK Finance

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

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,