Wealth & Portfolio Management Flexible working schedule Young team with big ambitions, Excellent career path
Job Description
Assist in providing high-quality financial planning and wealth management services to our diverse clients. Gain exposure to various aspects of the financial planning process, including investment analysis, portfolio management, and client relationship management Participate in training programs and workshops to enhance your industry knowledge and skills Collaborate with experienced financial advisors to learn best practices and acquire practical experience Contribute to the continuous development and enhancement of our wealth management processes and procedures Work alongside colleagues to provide after-sale services and foster strong client relationships
We Are Looking For:
Recent or prospective university graduates with Bachelor's or Master's degrees Majors in finance, economics, risk management, or other relevant business fields preferred Strong interest in financial planning and wealth management Excellent communication and interpersonal skills Analytical and problem-solving abilities Local applicants welcomed along with those holding IANG/TTPS/QMAS/dependent visas Fluent in oral and written Chinese & and English; Mandarin knowledge is advantageous
We Offer
Comprehensive training and mentorship program Opportunities for career advancement and specialisation Competitive salary and performance-based bonuses Flexible work arrangements and work-life balance initiatives Health and wellness programs to support your well-being IIQE Papers licensing training, with full fee coverage
Our Team
Challenge District is a top-performing district under AIA, established by Mr. Terence Yee in 1994 High proportion of success, including consistent achievement of highest number and highest percentage Million Dollar Round Table (MDRT) status Young and energetic working environment that nurtures team members to become future entrepreneurs Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth.
Hong Kong AIA and Macau Outstanding Regional First Place
Hong Kong AIA Excellent Consultant Region
Hong Kong AIA high net worth business area
Hong Kong AIA Outstanding Consultant Ratio First Place
Hong Kong AIA with the highest academic qualifications
