Wealth Management Trainee Program/財務策劃師(Overseas/Fresh graduate/IANGOverseas)


We are looking for:

  • Degree holder in all discipline
  • Energetic and outgoing and willing to learn
  • Mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate are welcomed. (1-2 years workingexperience is an advantage.)
  • Experience in banking industry or background in mainland will be an advantage
  • Proficiency in both English and Chinese, fluency in Mandarins would be an advantage
  • Good interpersonal and communication skills
  • PRC business


We Offer:

  • Eligible applicants will be recommended to join the AIA Premier Academy training program to provide you with comprehensive wealth management theory and practice training, and strive to reach the first Million Round Table Members (MDRT) qualification
  • Over 200 hours well-structured and comprehensive mentoring programs for professional advancement
  • Monthly allowance plus attractive commission and performance bonus
  • Fast-track advancement opportunities, will be promoted to management positions within 12 months.
  • Gain accreditation from the internationally acclaimed Million Dollar Round Table association
  • Promising career path to Associate Director/ Director of Wealth Management
  • Special holiday packages - a minimum of 2 company trips per year
  • Professional designations training e.g.CFPCM, RFP, RFC, FchFp



  • Standard income HK$500,000 per annum
  • Monthly Allowance from $20000+, Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
  • Overseas learning experience
  • Special holiday package (2 company trips per year)


Job Descriptions:

  • Professional Financial Services Provision to Clients 
  • Wealth Management & Portfolio Advice
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business Planning
  • Corporate Solutions Provision
  • Participate in team platform resources to work with expand the PRC business