Wealth Management Consultant - Graduate Program
Updated within 3 months

Work visa required

No experience limit

No degree required

High commission with base salary

9.0 hrs/day, Negotiable working days
Salary negotiable
Job Description
<p>Join AIA as a Wealth Management Consultant - Graduate Program</p><p></p><p>About Us & Our Leader</p><p>Experience mentorship from an industry legend! Join the team led by Hiwin HO, a multi-award-</p><p>winning financial services expert with 25 years of experience and a proven track record of training</p><p>over 50 financial planners and interns to success.</p><p></p><p>His Credentials Speak for Themselves:</p><ul><li>MDRT Life Member & MDRT/COT Training Expert</li><li>Certified Financial Planner (FchFP) & Chief Pension Consultant</li><li>PAL - Diamond Level Leader & Distinguished Senior Manager</li><li>Head of a dynamic, high-achieving 90s and 00s team</li></ul><p></p><p>We are a vibrant and ambitious team dedicated to empowering the next generation to achieve</p><p>their dreams and build extraordinary careers in wealth management.</p><p></p><p>Roles And Responsibilities</p><p>As a Graduate Wealth Management consultant, you will:</p><ul><li>Analyze clients' financial needs and provide tailored insurance and investment solutions.</li><li>Develop and implement comprehensive wealth management plans, including strategic asset management, retirement planning, sustainable (ESG) investment, and technology- driven financial strategies.</li><li>Hone your skills in business development and client relationship management.</li><li>Collaborate with our elite team to achieve personal targets and train towards achieving the prestigious industry milestone MDRT.</li></ul><p></p><p>Job Requirements</p><ul><li>Bachelor's degree (any discipline, fresh graduates welcome).</li><li>Highly motivated with a strong desire to excel in sales and client advisory.</li><li>Ready to develop a professional competency in the analysis of financial markets and products.</li><li>Excellent communication and interpersonal skills.</li><li>A team player eager to learn and grow in a fast-paced environment.</li><li>No prior experience required – comprehensive training provided!</li><li>We welcome all visa types (IANG, TTPS, Dependant Visa, etc.)</li></ul><p></p><p>Why Join Hiwin's Team?</p><ul><li>Gain access to the extensive resources, elite network, and leading market strategies of our Challenge Family—renowned as one of the industry's prestigious and top-performing units.</li><li>Learn from the Best: Receive 1-on-1 coaching from an MDRT Life Member and proven mentor.</li><li>Fast-Track to Success: Our training system is designed to accelerate your career growth and income potential.</li><li>Young & Energetic Culture: Be part of a supportive team of young achievers who strive for excellence.</li><li>Flexible working hours and uncapped earning potential.</li></ul><p></p><p>Apply now by sending your resume to hiwinfinancial2025@gmail.com.</p><p>Let’s build your future together!</p>
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Investment Banking
Commercial Banking
Finance
Client Relationship Management
Cantonese
Mandarin
Hiwin Ho
Hiwin Financial Consultant Company·Senior Unit Manager
盛源控股有限公司Solid experience in Hong Kong equity markets dealing and bond trading.
Holder of SFC RA1, RA4 license
At least 2 years' relevant experience in HK Equity market and bond market
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