About the Job
Join the Winning Team: CHALLENGE District, AIA Hong Kong
CHALLENGE District is the top-performing agency team at AIA Hong Kong, built on nearly 40 years of legacy under the leadership of our founder, Mr. Terence Yee. Our core philosophy – "Elite Team, Execution Details" – has driven us to achieve the Super Outstanding District (SGDOY) first-place award four times in the past 15 years, an unprecedented record.
We are a team of high-caliber professionals united by a common benchmark: MDRT (Million Dollar Round Table). With a strong emphasis on talent selection, systematic training, and a time-tested management philosophy, we take pride in nurturing the next generation of financial leaders.
We Are Hiring:
Business Consultant Trainee (Full-Time & Internship)
This is a full-time position designed for ambitious individuals who want to build a long-term career in the financial industry. You will be trained and mentored by experienced managers, with a clear path to leadership.
Key Responsibilities
Provide comprehensive financial solutions to clients, including risk management, investment planning, wealth management, and retirement planning
Conduct needs-based analysis to tailor solutions for high-net-worth individuals and families
Build and maintain long-term client relationships
Analyze portfolios, financial data, and market trends to generate insights and support advisory decisions.
Participate in a structured fast-track program to develop into managerial roles
Commit to Continuous Learning. Participate in structured training across financial products, planning tools, and client development.
What We Offer
Full Time
Internship
Entry Requirements
Educational Background – University degree holder (final year students welcome); Master's degree preferred
Visa Eligibility – TTPS / QMAS / IANG visa holders are welcomed
Language Advantage –
Proactive & Goal-Oriented – Self-motivated professional with a strong sense of responsibility and a proven ability to drive results
Energetic & Passionate – Highly motivated individual with genuine interest in the wealth management industry
Strong Interpersonal Skills – Adept at communication, collaboration, and relationship management to support team success
Job Description
Join the champion team: AIA Hong KongChallenge District
The Challenge Area is AIA Hong Kong's top sales team, led by the founderMr. Terence YeeLeadership, accumulating nearly 40 years of industry wisdom. We uphold the "elite team, execution details" core spirit, and have been honored four times in the past 15 years"Super Outstanding Regional (SGDOY) First Place", creating industry legends.
We are a group of people whoMDRT (Million Dollar Round Table Member)Professional elites with a common benchmark. Relying on rigorous talent selection, systematized training, and management philosophy that stands the test of time, we are committed to cultivating the next generation of financial leaders.
Recruitment plan: Wealth Consulting Management Trainee (Full-time & Intern)
This is a full-time position, specifically designed for young people who are ambitious about long-term development in the financial industry. You will receive one-on-one guidance from a senior manager, and have a clear promotion path.
Job Responsibilities
Provide comprehensive financial planning solutions to customers, including risk management, investment planning, wealth inheritance, and retirement planning
Based on customer needs analysis, tailor-made solutions for high-end customers and families
Establish and maintain long-term customer relationships
Analyze investment portfolios, financial data, and market trends, and provide professional insights and financial advice
Participate in the "Quick Promotion to Manager" training program and develop towards the management layer
Continuous learning, participating in systematized training that covers financial products, planning tools, and customer expansion
Position resources
Full-time position
Internship plan
Official internship certificate
Flexible working hours
Professional license support
Full-time employment opportunity
Entry Requirements
Educational background – Bachelor's degree holder (fresh graduates welcome); master's degree is preferred
Visa qualification –
Language advantage – Preference will be given to those who speak fluent Mandarin or have a background in the mainland
Proactive -Strong sense of responsibility, clear goals, and able to independently push work forward
Enthusiastic and positive – Strong interest in wealth management industry, and passionate about career development
Interpersonal skills - Skilled in communication and collaboration, able to build and maintain good cooperative relationships