Financial Asset Planning

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Brussels, Brussels-Capital, Belgique AIA Temps partiel

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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 strategic shareholdings in China and India. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (excluding Japan) based on life insurance premiums, with strong positions in most of its markets. As of 30 June 2026, the Group managed total assets of US$360 billion, reflecting its scale and financial strength. AIA provides a wide 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 more than 45 million individual policyholders and over 16 million members of group insurance schemes, and is listed on the Main Board of The Stock Exchange of Hong Kong Limited. Role Description The Financial Asset Planning role is designed for fresh graduates and master’s degree holders interested in developing a career in financial services and wealth management. This is a part-time, on-site position based in Hong Kong SAR, where team members support clients in understanding and planning their long-term financial and protection needs. Day-to-day responsibilities include assisting in the analysis of clients’ financial situations, preparing basic financial asset plans under supervision, and supporting the presentation of insurance and savings solutions aligned with AIA’s offerings. The role also involves compiling and updating financial reports, maintaining accurate client records, and collaborating with senior planners and team members on case preparation and follow-up. Participants will gain practical exposure to financial planning processes, product knowledge, and client communication within a leading regional insurance group. Qualifications
• Strong foundation in Finance and Financial Planning, with an interest in wealth management and insurance-based solutions.
• Demonstrated Analytical Skills for interpreting financial data, assessing client needs, and preparing basic Financial Reporting materials.
• Effective Communication skills for engaging with clients and colleagues, presenting information clearly, and documenting recommendations.
• Currently pursuing or recently completed a bachelor’s or master’s degree in Finance, Economics, Business, Accounting, or a related discipline.
• High level of integrity, attention to detail, and a commitment to professional conduct and regulatory compliance.
• Ability to work on-site in Hong Kong SAR, manage part-time hours responsibly, and collaborate in a multicultural team environment.
• Proficiency in MS Office or similar tools; familiarity with basic financial modeling or analysis software is an advantage.

Financial Asset Planning

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Financial Asset Planning

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