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Wealth Management Trainee, Full time postitin

Action·Insurance
HK $25K-55K/Month
Bachelor
No experience limit
HK work permit required
Negotiable working days, Hybrid / WFH,Require to Travel,Office work

Send application message

Work benefits
13-month pay
Competitive pay
Discretionary bonus
Gratuity
Year-end bonus
Flexible working hours
Work from home
Additional subsidies
Insurance plan
Medical plan

Job Description
【Why join us ?】

⮕ Unlimited Income Potential

- Earn performance-based commissions + bonuses (top advisors make 6-figures)

- Build passive income through client renewals

- Faster wealth growth than traditional graduate jobs

⮕ True Work-Life Balance

- Flexible schedule (work remotely or meet clients)

- No rigid 9-to-5 – control your calendar

- Time for family, travel, and personal growth

⮕ Elite MDRT Training Program

- Learn from Million Dollar Round Table advisors

- Master sales, investing, and client relationships

- Ongoing coaching to fast-track success

[What we provide]

Full licensing training

Client lead generation support

Cutting-edge financial planning tools

[Job Description]

As a Financial Planner, you will provide expert advice to clients on wealth management, risk protection, ansset anccum and retirement planning. Your primary responsibilities include:

- Conducting in-depth financial needs analysis for individuals and families

- Developing customized financial strategies covering investments, insurance, and estate planning

- Building and maintaining long-term client relationships through regular reviews

- Staying updated on market trends and regulatory changes

- Achieving business targets while maintaining ethical standards

[Requirements]

- Currently studying or graduated from a university within QS ranking 1000 Or higher

- Degree holder (any discipline)

- Strong communication and analytical skills

- Self-motivated with a client-focused mindset

- Willingness to obtain relevant licenses (training provided)

- No prior financial experience required - comprehensive training and mentorship will be provided to help you succeed in this rewarding career.

Click 'Apply Now' to unlock a career where your growth and earnings have no limits – your future self will thank you!

Job Types: Full-time, Temporary, Contract, Internship

Contract length: 6 months

Benefits:

- Employee pension

- Medical Insurance

Supplemental Pay:
- 13th month salary

- Commission pay

- Performance bonus

- Yearly bonus

Work Location: In person

Languages
English
Skills
Financing
Loan Operations
Financial Consultancy

avatar
avatar
Chung Patrick
Action · wealth management
Active recently

Job Location

海港城-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道

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Location

Direction


Company Overview

[About AIA International Limited] AIA International Limited is a premier life insurance group with a storied legacy spanning over a century in Asia. Founded in Shanghai in 1919, AIA has grown to become the largest publicly listed life insurance company in the region, operating across 18 markets and maintaining a market-leading position. Committed to driving meaningful change, AIA delivers a diverse portfolio of insurance and financial solutions designed to create long-term value for customers and communities. In recognition of its positive societal impact, AIA was honored to be ranked among the global top 10 on Fortune’s 2022 Change the World list—a testament to its dedication to sustainable growth and innovation. [About Our District] We embrace creative ways to build client relationships, blending personalized planning with modern, engaging approaches—from digital tools and wellness-focused solutions to trust-based interactions—that deliver tailored value and empower clients to live Healthier, Longer, Better Lives.At the heart of our success are our young early successors—talented, ambitious professionals shaping the next generation of leaders.


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