Financial Planner

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Leona Chan‘s Financial Consulting Company

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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


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.

Job description and responsibilities:

  • Studying financial management and data analysis skills
  • Attending financial talks and financial workshops
  • Following cases with Department Director
  • Learning Professional Investment Planning for clients or companies
  • Handling Customer services (Front Line Position)
  • Studying the four pillars of Wealth Management (Saving, Retirement, Insurance & Investment)

Entry Requirements:

  • Degree Holder in All Disciplines
  • HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANGstudent
  • Hong Kong Permanent Resident
  • Fresh Graduatesare welcomed
  • Fluent in Cantonese or Mandarin is a MUST


  • Over 200 Hoursofwell-structured and comprehensive mentoring program
  • Monthly income from HK$40,000+ Attractive commission package + Year-end bonus + remuneration & fringe benefits
  • One Year Fast Track Program to Managerial Level
  • Special Holiday Package (2 Company Trips per Year)
  • Overseas learning experience
  • ''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 
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