2027 Business Consultant Trainee — Management Trainee Programme

We are hiring at CHALLENGE District, AIA Hong Kong. We are one of the very few that can say this: four times first place in the Super Outstanding District Award (SGDOY) over the past fifteen years, on a team culture built across nearly forty years. Our benchmark is MDRT, the Million Dollar Round Table. It is not a title we hand out lightly. It is a standard we train towards, systematically, from day one. That standard is exactly why we select rather than mass-recruit. We Are Recruiting: 2027 Management Trainee (Business Consultant) This is a full-time management-trainee programme designed for 2026 to 2027 graduates who aspire 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. Programme Structure
• 3-Month Pre-Employment Internship — Successful candidates will first join as interns for a three-month structured internship
• Full-Time Conversion upon Graduation — Upon graduation, interns will be officially converted to full-time Management Trainees

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 programme to develop into managerial roles
• Commit to continuous learning across financial products, planning tools, and client development

What We Offer
During the 3-Month Internship
• License Support 丨 Guided preparation for two professional certifications
• Structured Onboarding 丨 Systematic training and one-on-one mentoring from day one Upon Full-Time Conversion
• High-Earning Potential 丨 Competitive compensation with an exclusive bonus structure to reward outstanding performance
• Flexible Work Arrangement 丨 An autonomy-driven work model for genuine work-life balance
• Elite Training System 丨 Industry-leading mentors and structured programmes to accelerate professional growth
• Fast-Track Career Path 丨 A clear promotion roadmap with a direct pathway to leadership
• Exclusive Perks 丨 Reward trips, recognition programmes, and member-only privileges
• Comprehensive Benefits 丨 Full medical and insurance coverage Entry Requirements
• Educational Background — 2026 or 2027 graduating students and fresh graduates with a university degree; Master's degree preferred. This role involves cross-border tax, legacy planning, and asset allocation, so the bar is set at the academic level, not the sales level.
• Internship Commitment — You must be able to complete the three-month pre-employment internship before full-time conversion upon graduation.
• Visa Readiness — TTPS, QMAS, or IANG visa holders are welcomed, and you must be willing to work with us on your visa application. This is a client-facing role in Hong Kong, and a proper work identity is non-negotiable.
• Licensing Commitment — You must complete the required professional licensing (IIQE Paper 1 and Paper 3) before or at the start of the programme. We provide full study materials, past papers, and one-on-one mentorship. This is the licence to practise, and we take it seriously.
• Language Advantage — Proficiency in Mandarin or a mainland background is preferred.
• Proactive and Goal-Oriented — A self-motivated professional with a strong sense of responsibility and a proven ability to drive results.
• Energetic and Passionate — A 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. 我們正在招聘。友邦香港 挑戰區域（CHALLENGE District）。 我們是極少數可以這樣說的團隊：在過去十五年間，四度奪得「超級傑出區域（SGDOY）第一名」，團隊文化承載近四十年根基。 我們的標竿是 MDRT——百萬圓桌會員。這不是我們隨便頒發的頭銜，而是一個我們從入職第一天起，就有系統地訓練你達到的標準。正因為這個標準，我們嚴選，而不是量產。 招募計劃：2027 管培生（財富諮詢管培生） 這是一個專為 2026 至 2027 屆畢業生而設的全職管培生職位，適合有志於在金融行業長期發展的人。你將接受資深經理的一對一指導，並有清晰的晉升路徑。 計劃結構
• 三個月入職前實習 — 獲聘者將先以實習生身份加入，完成為期三個月的結構化實習
• 畢業時轉正 — 實習期滿並於畢業後，正式轉為全職管培生 工作職責
• 為客戶提供全面的財務策劃方案，包括風險管理、投資規劃、財富管理及退休規劃
• 基於客戶需求進行分析，為高淨值客戶及家庭量身訂製方案
• 建立並維護長期客戶關係
• 分析投資組合、財務數據及市場趨勢，提供專業見解支援理財決策
• 參與結構化的快速晉升培訓計劃，向管理層發展
• 持續學習，參與涵蓋金融產品、策劃工具及客戶拓展的系統化培訓 我們提供 三個月實習期間
• 專業牌照支持 丨 輔導考取兩項行業專業資格
• 系統化入職培訓 丨 由第一天起提供系統培訓及一對一導師指導 轉正後福利
• 高收入潛力 丨 具競爭力的薪酬及專屬獎金機制，獎勵卓越表現
• 彈性工作安排 丨 自主驅動的工作模式，實現真正的工作生活平衡
• 精英培訓體系 丨 行業領先導師及結構化計劃，加速專業成長
• 快速晉升路徑 丨 清晰的晉升路線圖，直達管理層
• 專屬福利 丨 公司旅行、榮譽獎項及會員專屬權益
• 全面保障 丨 完善醫療及保險福利 入職要求
• 學歷背景 — 2026 或 2027 屆畢業生兼應屆畢業生，大學學位持有人；碩士學位優先。這份工作涉及跨境稅務、財富傳承及資產配置，門檻設在學術水平，而非銷售水平。
• 實習承諾 — 須能完成三個月入職前實習，並於畢業後正式轉為全職管培生。
• 簽證配合 — 歡迎高才、優才或 IANG 簽證持有人申請，並須願意與我們一同處理簽證申請。這是一份面對客戶的香港崗位，合法的工作身份是基本要求。
• 考牌承諾 — 須在入職前或入職初期完成專業牌照考試（IIQE 卷一及卷三）。我們提供完整教材、歷屆試題及一對一導師指導。這是執業資格，我們十分認真。
• 語言優勢 — 操流利普通話或擁有內地背景者優先。
• 主動進取 — 具強烈責任感，目標清晰，能獨立推動工作的自驅型人才。
• 熱誠積極 — 對財富管理行業有濃厚興趣，對職業發展有熱情。
• 人際技巧 — 擅長溝通協作及關係管理，以支持團隊成功。