Wealth Management Trainee

Wealth Management Trainee (Fresh Grad / IANG / TTPS / QMAS) “Life is far too precious to be stuck in the office, waiting for permission and promotion.” —— A team of 90s and 00s striving both lifestyle and professionalism Job Highlights Analyze individual asset allocation and corporate operation, provide professional services and resources Flexible and autonomous, fair and fast promotion, continuous quality training High income (HK 51K+ month), bonus (23.5%), various benefits and rewards (e.g. overseas meetings, private concerts) About Challenge Family and Team Culture With the motto of "Elite teams being detail-oriented", Challenge Family has been honored with the "Highest No. and Percentage of MDRT Members", a prestigious award in the industry, for 17 consecutive years. In 2024, we ranked No. 1 in Growth Rate among Hong Kong’s top 7 Premier Grand Districts, solidifying our position as a key contributor to AIA’s MDRT glory. The Family is experienced in equipping college students (eg. LSE, UCL, UOM, Warwick, UCLA, NYU, UT) to quickly excel in workplace and assist professionals from different fields to succeed. By decades of tailored apprenticeship training, Family members qualify MDRT, which represents Top 1% Wealth Management Managers worldwide, within a short period of time. In 2018, the Team won the Distinguished Manager Award (DMA) as the 1st Unit in AIA Group International. Members were invited to meet the Chief Officers and pioneering districts in Malaysia. Teammates have backgrounds and working experience in finance, law, humanities, social sciences industries. Job Descriptions Comprehensively analyze one’s investment, tax, retirement, insurance and inheritance Formulate wealth management strategies, connect with financial and healthcare institutions Acquire updated financial knowledge, daily news, market information and social media operations Establish professionalism and qualification (e.g. group medical, employee benefits; MDRT, CFP) Participate in team management e.g. managers’ meetings, development plans Monthly income HK 51K+, high bonus, passive income, trips, meetings, additional benefits Flexible working hours and routine, fair and transparent career path Meet experts from various industries in person (e.g. ibanks, medical groups, legal and business institutes) Personalized career‑oriented training, access to management grading Industry‑leading work model with latest market experience and info provided About AIA AIA has the highest no. of MDRT Members around the globe for 11 consecutive years, and winning No. 1 in Hong Kong for 23 years. It indicates that our platform and the expertise of financial advisors are world‑class. Market potential and career opportunities are enormous AIA specializes in savings, investment, annuities, critical illness and life insurance to meet the needs of wealth management and health protection for individuals, as well as employee benefits, credit insurance and retirement schemes for corporates AIA is making a significantly positive impact in the community. It has ranked Top 10 "Companies That Change the World" by the magazine "Fortune" in 2022, which reflects one’s social impact, operational excellence, and industry‑leading innovation. Why Join Us Autonomy & Opportunity: More flexible time and capacity compared with banks, securities and other financial jobs. More pay for more work. Freedom to build teams, develop a lifelong career, and become an entrepreneur with a brand name Holistic Development: We value our colleagues' work‑life balance, support their family planning, and organize a series of leisure activities and overseas meetings Thriving market: Demographic changes and economic development have created a new demand for wealth management. In the next 10 years, Hong Kong and Mainland will experience a huge wave of retirement. A comprehensive planning for protection and asset management brings important values for millions of people. In 2024, Mainland visitors contributed RMB 563.57 billion in New Premiums across 225,389 policies. Governance support: Since 2019, the government has implemented numerous policies regarding healthcare, deferred annuity and MPF, which are raising public awareness of financial management. After the pandemic, high‑net‑worth and household clients are more concerned about their own wealth and health. Service Centres in Greater Bay Area also facilitate strong development of the Wealth Management industry Job Requirements Bachelor Degree or above (Overseas and Local Universities are welcomed) Self‑motivated, independent and conscientious, interested in financial planning Good command of Chinese (Cantonese/Putonghua) and English Banking / Finance / Marketing experience is an advantage Linkedin : linkedin.com/in/cable-lai-ab13a4144Website : : : CableLai #J-18808-Ljbffr