Wealth Management Trainee

Employer Info

Leona Chan‘s Financial Consulting Company

Company User

Challenge DistrictThe Champion District of Highest Numbers of MDRT and Highest % of MDRT over the past consecutive 13 years, the Top No.1 Team out of 230+ Districts. We are now looking for high cal...Know more

4Person(s)

Causeway Bay
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AIA Group

AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian lift insurance group.

AIA Premier Academy (AIAPA)

Since founded in 2011, AIA Premier Academy is one of AIA's key initiatives in selecting and cultivating a truly ''Premier'' team of young and energetic insurance professionals to take the company to greater heights. Our mission is to provide customers premier services and support with professionalism, AIA Hong Kong prides itself on its premier services and professional integrity.

AIA Challenge District

AIA Challenge District is the most performed district in AIA. With more than 30 years of excellence in AIA, it achieved the highest number of MDRT (Million Dollar Round Table) member and the highest percentage of MDRT member for 10 consecutive years.

During this programme you will:

  • Understand the background of AIA
  • Learn the concept of Private Wealth Management
  • Gain a realistic view of wealth managementsector and the financial industry
  • Enhance Communication Skill, Interpersonal Skills and Professional Image
  • In touch with Customer Services duties

Detailsand contentsof the programme:

  • Concept and knowledge of Wealth Management
  • Observe market trend and competitor's activities
  • Professional skills on Wealth Management and Financial Planning
  • Career Path of AIA- Fast track programme to managerial level
  • Experience shared by Professionals and Experienced AIA members

Entry Requirements:

  • Undergraduate students located in Hong Kong in all disciplines
  • Fresh Graduates are welcomed
  • Major in Finance or Banking related will be an advantage
  • Graduating in 2019 is a MUST
  • Legal to work in Hong Kong e.g. Hong Kong Permanent Resident/IANG Visa
  • Speaking Cantonese or Mandarin is a MUST

During this programme, we offer:

  • Monthly income fromHK$40,000+ Attractive commission package + Year-end bonus + Remuneration & fringe benefits
  • Over 200 hours of well-structured and comprehensive training programme
  • One Year Fast Track Program to Managerial Level
  • ''Work Hard, Play Hard'' Working environment & lots of fun
  • Opportunity to explore PRC and CIES Business
  • Participation of Strategic Planning
  • Sharing of the latest Market Update
  • Continuous Strengthening of Banking & Finance Knowledge
  • Flexible Working Hours
  • Motivated Working Environment
  • Special Holiday Package (2 Company Trips per Year) 
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