Wealth Management Manager Trainee (Internship)

Contract Full time Part time in Accounting & Auditing , in Banking & Finance , in Insurance , in Marketing / Public Relations , in Sales, CS & Business Development
  • Aberdeen, Hong Kong View on Map
  • Post Date : February 13, 2021

Job Detail

  • Job ID 17282
  • Offered Salary 0
  • Career Level Entry
  • Experience Fresh or +
  • Industry Insurance / Pension Funding
  • Qualifications Bachelor Degree

Job Description



  • 所有收集的個人資料只會被用作招募之用及將會 根據我們的資料私隱原則處理,你可向我們索取 我們的資料私隱原則,我們在收到要求後,會隨 即提供一份有關原則的複本。友邦保留更改待遇 的條款及細則之權利。
  • 成功的應徵者將與友邦簽訂 CareerRepresentative Contracts
  • 「友邦」及「AIA」是指友邦保險(國際)有限 公司(於百慕達註冊成立之有限公司)

Job Description

  • Your responsibilities
  • Provide customers with comprehensive financial analysis services
  • Provide clients with professional asset allocation and risk management program.
  • Provide follow-up services for existing customers
  • Develop and team construction
  • Participate in daily learning and training: financial, medical, legal and other related professional knowledge to provide better assistance for daily work
  • Requirement:
  • Degree or above
  • Fresh graduate and IANG are welcome
  • Strong analytical and communication skills
  • Outgoing, positive and teamwork is required
  • Fluent in Cantonese and English, Mandarin is advance
  • Mature and responsible
  • Interested in working in financial industry, customer service and sales related work
  • After the internship program you can gain…
  • Learn about the development of the financial industry in the Greater Bay Area
  • Learn the skills of communicating with different customer groups
  • Learn and understand the culture of different regions
  • Attend medical lectures
  • Learn about investment market information
  • Visit company departments
  • Observe the company daily work
  • Get in-depth sharing from seniors
  • Learn about the Vitality app

Students who successfully complete will be awarded an internship certificate.

Students who perform well will get:

  • PREMIER ACADEMY priority interview opportunities
  • Opportunity to formally join the team (FULL-TIME)
  • Qualifications for participating in overseas business meetings

Just join us!

What is Wealth Management…

Wealth management (WM) or wealth management advisory (WMA) is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW). It is a discipline which incorporates financial planning, portfolio management and a number of aggregated financial services offered by a complex mix of investment banks, asset managers, custodial banks, retail banks, and financial planners. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry.

In short, after understanding the needs of customers, helping customers reduce wealth risk management, or carrying out long-term planning for customers’ assets, helping customers reduce the risk of funds or investment to the lowest point in the later period, so wealth management the requirements are not only about finance but also involved in Commercial Law, Legacy legislation and other fields.

(簡而言之,是在了解客戶的需求之後,幫助客戶降低財富的風險管理,或者是對客戶的資產進行進行長時間的規劃,幫助客戶在後期對基金或者是投資風險降低到最低點,所以wealth management的要求不僅僅只是關於finance,更要涉足於Commercial Law, Legacy legislation 等等領域.)


Challenge Family 挑戰區致力助你實現事業抱負,由一眾業界精英財務策劃師沿途陪你成長,共同開創成功路。公司作為世界500強,在香港擁有超過200個營業團隊,而挑戰區在過去的十多年中,一直保持著Top 1的成績。我們的一眾同事雖然年輕輕輕,卻實力非凡,100%同事都擁有大學或以上學歷:包括香港、中國內地及海外、碩士學位、MBA、香港財務策劃師CFP、香港會計師CPA團隊包括傳播媒體及金融會計等不同專業背景。60%同事有國內PRC背景,40%同事則來自香港或外地回流,工作以外,閒時同事們皆會進行不同文化交流的活動,達至中港融合的發展。對於你的創新意念或工作需求,我們會認真傾聽並付諸實行,持續求進。

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