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財富規劃實習生Wealth Management Internship Trainee

AIA · Hong Kong SAR

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Company Description AIA Group Limited is the largest publicly listed pan-Asian life insurance group with a presence in 18 markets across Asia, including Hong Kong SAR, Mainland China, Singapore, and Malaysia. Established in Shanghai in 1919, AIA is a market leader in life insurance, serving over 44 million individual policyholders and 16 million group insurance members. The company provides a diverse range of products like life insurance, health insurance, and savings plans to meet individual and corporate needs. With total assets of US$345 billion as of 31 December 2025, AIA maintains a strong foothold across the region through an extensive network of agents, partners, and employees. Role Description This is a full-time on-site Wealth Management Internship Trainee position located in Hong Kong SAR. The role involves actively participating in financial planning activities, assisting clients in creating tailored solutions to meet their insurance and investment needs, and supporting in building and managing client portfolios. The trainee will also conduct market analysis, prepare reports, and provide insights to optimize financial plans. Additional responsibilities include supporting business development initiatives and collaborating with team members to achieve client satisfaction. Qualifications Strong analytical and research skills to conduct market analysis and prepare financial reports.Effective communication, interpersonal, and client relationship management abilities.Knowledge in financial planning, insurance, or investment is an advantage.Proficiency in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and basic familiarity with financial software is preferred.Self-motivated, detail-oriented, and able to work effectively in a team setting.Candidates pursuing a degree in Finance, Economics, Business Administration, or related fields are encouraged to apply.Fluency in English; knowledge of Chinese (Cantonese or Mandarin) is an advantage.