財富規劃實習生Wealth Management Internship Trainee

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets in Asia-Pacific and additional strategic shareholdings in Mainland China and India. Established in Shanghai in 1919, AIA has grown into a market leader in Asia (excluding Japan), holding strong positions in most of its markets and total assets of US$360 billion as of 30 June 2026. The Group offers a broad range of solutions including life, accident and health insurance, savings plans, employee benefits, credit life and pension services. Through an extensive network of agents, partners and employees, AIA serves over 45 million individual policyholders and more than 16 million members of group schemes. AIA Group Limited is listed on the Main Board of the Hong Kong Stock Exchange with securities traded in both HKD and RMB, and ADRs available over the counter in the US. Role Description The 財富規劃實習生 / Wealth Management Internship Trainee is a full-time, on-site role based in Hong Kong SAR. The trainee will support wealth management consultants in preparing client presentations, financial plans and product proposals, and in conducting basic market and product research. Daily responsibilities include assisting with data collection and analysis for insurance, savings and investment solutions, preparing meeting materials, and updating client records under supervision. The role also involves learning and applying AIA’s compliance, risk management and customer service standards, shadowing experienced advisors during client interactions, and participating in training sessions on financial planning, protection solutions and retirement planning. The trainee will work closely with team members to ensure a professional and ethical client experience while gaining hands-on exposure to the wealth management industry. Qualifications
• Candidates should possess strong analytical and quantitative skills, with the ability to interpret financial data and basic investment or insurance concepts.
• Candidates should possess good communication and interpersonal skills, including clear written and spoken English; proficiency in Cantonese and/or Mandarin is highly beneficial.
• Candidates should possess strong organizational and time management skills, with attention to detail and the ability to handle multiple tasks in a fast-paced environment.
• Candidates should possess a high level of integrity, professionalism and client-focused mindset, with a genuine interest in wealth management and financial planning.
• Candidates should possess solid computer literacy, including familiarity with MS Office (Excel, PowerPoint, Word) and the ability to learn internal systems quickly.
• Undergraduate or recent graduate in Finance, Economics, Business, Accounting, Risk Management, or a related discipline is preferred; relevant coursework or internships in financial services are an advantage.
• Ability to work on-site in Hong Kong SAR on a full-time basis, collaborate effectively in a team setting