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Join AIA as a Wealth Management Consultant - Graduate Program

About Us & Our Leader

Experience mentorship from an industry legend Join the team led by
Hiwin HO
, a multi-award-

winning financial services expert with 25 years of experience and a proven track record of training

over 50 financial planners and interns to success.

His Credentials Speak for Themselves:

• MDRT Life Member & MDRT/COT Training Expert
• Certified Financial Planner (FchFP) & Chief Pension Consultant
• PAL - Diamond Level Leader & Distinguished Senior Manager
• Head of a dynamic, high-achieving 90s and 00s team

We are a vibrant and ambitious team dedicated to empowering the next generation to achieve

their dreams and build extraordinary careers in wealth management.

Roles And Responsibilities

As a Graduate Wealth Management consultant, you will:

• Analyze clients' financial needs and provide tailored insurance and investment solutions.
• Develop and implement comprehensive wealth management plans, including strategic asset management, retirement planning, sustainable (ESG) investment, and technology- driven financial strategies.
• Hone your skills in business development and client relationship management.
• Collaborate with our elite team to achieve personal targets and train towards achieving the prestigious industry milestone MDRT.

Job Requirements

• Bachelor's degree (any discipline, fresh graduates welcome).
• Highly motivated with a strong desire to excel in sales and client advisory.
• Ready to develop a professional competency in the analysis of financial markets and products.
• Excellent communication and interpersonal skills.
• A team player eager to learn and grow in a fast-paced environment.
• No prior experience required – comprehensive training provided
• We welcome all visa types (IANG, TTPS, Dependant Visa, etc.).

Why Join Hiwin's Team?

• 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.
• Learn from the Best: Receive 1-on-1 coaching from an MDRT Life Member and proven mentor.
• Fast-Track to Success: Our training system is designed to accelerate your career growth and income potential.
• Young & Energetic Culture: Be part of a supportive team of young achievers who strive for excellence.
• Flexible working hours and uncapped earning potential.

Apply now by sending your resume to

Let's build your future together

Company Description

WRISE Group is one of the fastest-growing wealth management firms, headquartered in Singapore with offices in Dubai, Hong Kong, Shanghai, Shenzhen, and Tokyo. We leverage a team of client advisors and investment specialists empowered by technology to provide a comprehensive suite of wealth management services. Our vast ecosystem offers clients access to over 150 financial intermediaries across eight booking locations. We are committed to connecting clients to borderless opportunities through our nexus of partnerships.

Role Description

This is a full-time on-site role for an Independent Wealth Consultant located in Causeway Bay. The Independent Wealth Consultant will be responsible for delivering personalized financial planning and solutions to clients. They will also provide expert advice on investments, manage client portfolios, and offer consulting services. Day-to-day tasks include client consultations, financial analysis, investment research, and execution of wealth management strategies.

Qualifications

• Financial Planning and Wealth Management skills
• Knowledge and expertise in Finance and Investments
• Consulting skills
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Ability to work independently and collaboratively

Those who meet the following conditions will be given priority for admission, but it is not a mandatory requirement.

• Relevant certifications such as IA, SFC, CFP, CFA, or similar
• Bachelor's degree in Finance, Economics, Business, or related field
• Experience in wealth management or financial advisory roles

Wealth Management Consultant / Vice President / Unit Sales Director

Job Descriptions:

• Seize the future through professional wealth planning to help client achieve their personal goals;
• Provide professional investment advisory services with full range of wealth management products to propose High Net-Worth Clients with tailor-made solutions from both Hong Kong and Mainland China;(including: Fund or bond investment, Real estate investment, insurance protection etc.) ;
• Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news;
• Handle ad hoc projects assigned by Management.

Requirements:

• F.5 or above (Postgraduate in any disciplines);
• Welcome IANG, QMAS & TTPS holder and Fresh Graduate;
• Entrepreneurship and sales-oriented mindset with high level of confidence and interpersonal skills;
• High integrity, proactive with inspiration, good teamwork and able to work independently and under pressure;
• Self-motivated, Aggressive, Energetic and Eager to learn and take challenges;
• Proficient in both spoken and written English, Chinese, and Cantonese.

(Data collected will be kept strictly confidential and used for recruitment purpose only)

財富顧問 / 團隊副總裁 / 團隊經理

工作範圍 :

• 對股票、基金投資、樓宇買賣、保險風險管理、退休規劃感興趣人士;
• 為個人和公司客戶提供全面的財務策劃,包括風險管理、財富管理、投資計劃、退休計劃、家族辦公室策劃、企業保障計劃及融資計劃;
• 建設團隊、領導培訓和團隊管理;
• 與客戶建立長遠良好關係、擴大客戶網絡、拓寬視野、豐富全面知識。

福利待遇:

• 新人每月津贴 (每月津貼加佣金 HK$15,000-HK$40,000);
• 多元化佣金收入;
• 公司贊助機票及酒店住宿的海外會議及旅遊獎勵;
• 除恆常會議外,工作及出差日程可自主安排;
• 公平清晰的晉升階梯,快速晉升至管理職位。

(申請人所提供之個人資料絕對保密及只供招聘用途。)

工作性質:

・為客戶提供資產配置和風險管理方案,包括:家庭及個人財富管理,儲蓄及投資規劃,退休規劃,公司團體醫療,MPF及各項福利保障方案

・建立理財團隊,擴闊人際網絡

工作需求

・有責任感

・基本電腦技巧

・無需工作經驗

・彈性上班,可兼顧學業

薪酬及福利

・在職培訓

・新人獎金

・佣金加花紅

・畢業後可選擇轉全職,另設轉職獎金10,000

We connect people together from all walks of life, i-bankers, doctors, lawyers, artists, engineers, IT professions, pilots, start-up entrepreneurs, managerial professionals. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career?

ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients.

Our Culture

• Diversity of Culture

Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values.

• Synergy

Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

• Create Personal Brand

We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

Why Work Here?

• We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our experience managers support and coach you through on-the-job experience and formal training.

*We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families.

*We are the few teams who provide digital working platform to facilitate colleagues' self-improvement and career opportunities.

Job Descriptions:

• Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients

• Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles

• Develop and expand existing network through customer relationship management

• Lead team and implement strategic planning for team management

What We Offer:

Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+)

• Overseas trips & conventions (2023l4-2025 destinations: Boston, New Zealand, Japan , Dubai, Taiwan etc

•Well-developed One-year fast track program for new graduate or junior to Senior Manager /Assistant Unit Manager

• Comprehensive in-depth training with personal coaching

• Well-structured development program to help you become a member of Million Dollar Round Table
• Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC

Requirement:

• University degree holder or equivalent (Welcome IANG visa and dependent visa holder)

• Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities:

Genuine passion to pursue a career in insurance sector

A team player with leadership potential

Strong analytical and communication skills and self-motivated

Excellent command of written and spoken English and Chinese (preferably including Putonghua)

Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only

Fresh graduates /candidates with less experiences are welcome to join the trainee program

AIA International Limited was established in 1919 and began its operations in Hong Kong in 1931. Its wholly-owned subsidiaries and branches in Asia Pacific are across 15 regional markets. Over the years, AIA Group has been leading the industry with its forward-looking vision, offering customers the most appropriate protection and financial solutions. It provides individuals and businesses in investment, retirement, conservation and risk management.

Job Responsibilities

• Understand clients' wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;
• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service;
• Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution;
• Maintain and develop relationship with clients;
• Prepare presentations and proposals for internal and client usage
• Share market insights and strategies in team;
• Acquire leadership and team management skills for future career development and progression to managerial level

Benefits & Compensations

• High commission with monthly allowance ($ , commission package and year-end bonus;
• Professional awards and industry-wide recognition;
• Sponsored oversea conventions and conferences;
• Great chance of promoting to higher positions;
• Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship;
• Well-developed on-job-training;
• Recommended to the AIA Premier Academy or Executive Development Programme;
• Group medical insurance and other allowance

Job Requirements

• Bachelor degree or above (Fresh graduates/ IANG working visa holders are welcomed);
• Excellent interpersonal, communication and presentation skills;
• Proactive, creative and responsible;
• Good knowledge and network in China market is an advantage;
• Good command of spoken and written English and Chinese, especially in Mandarin;
• Must be eligible to work in Hong Kong

Interest parties please send your resume to us by clicking "APPLY NOW" button below.

Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.

Our team:

-AIA's CHALLENGE District, the No.1 district with the highest number and percentage of qualified member of MDRT for 14 consecutive years. We are young and energetic team that only hire University Students. We declare MDRT is the standard in Wealth-management Industry.

-Team Leaders are in 90s, and from different local and overseas Universities, mostly are active members in different Uni-society, having different social networks which could help new joiners to adopt new working features.

-A Work Smart, Play Hard team. Last year, 6 qualified 90s and 00s were rewarded as the Top New Financial Planner of the year (Ranked Top 20 out of >3000 new joiners in whole AIA 2021), especially in the tough year during the pandemic.

-We consider earning life experiences, work achievements in young generations but also different kinds of exploration such as wine, shisha, sports, water sports, travels.

We are a professional financial planning team under AIA International Ltd. which is a well-educated and professional team in Hong Kong. With our expanding business, we are currently looking for the high-potential candidates to join our dynamic team and provide the all-rounded training to those who would like to develop in Financial Industry.

Internship included:

· Comprehensive training for Hong Kong and PRC business

· The development of Hong Kong Financial Industry

· Wealth management, investment planning, retirement planning, risk management

· Develop better marketing, presentation and interpersonal skills

· Acquire up-to-date Financial knowledge and news

Completed the Internship Program, you will get:

· An official certification from AIA

Requirements and Characteristics:

· University student in any faculties/ fresh graduates

· IANG Working Visa holders also welcomed to join

· Passionate in financial sector

· Proficient in English and Chinese, especially in Cantonese / Mandarin

· Willing to learn, hope to build up your career to the next level

This is a great opportunity for students to understand the society and financial industry before they step into the society. The potential candidates will be able to work with an experienced manager and get to know more about the financial industry, and enhance the financial knowledge, presentation skills and communication skills.

Come to join us and get some inspiration to your career

Interest parties please send your resume to us by clicking "APPLY NOW".

Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.

Our Hong Kong office is expanding significantly, driven by market demand for consulting advice/support in Cybersecurity and CTO/CIO Advisory. This continued growth has created opportunities for Consulting Interns. This is an outstanding opportunity for talented people to have a fast-growing career and help in shaping the future of our Hong Kong office.

• Deliver projects covering a broad range of Cybersecurity and Digital Risk topics, and occasionally Digital Transformation, IT strategy, Business Transformation
• Perform research and analysis, including interviews with clients to gather input, consolidate the findings and provide recommendations to clients
• Develop and deliver presentations to communicate findings to clients
• Develop and enhance client relationships
• Support business development activities such as drafting and presenting proposals

Required qualifications:

• Third or final year student (Bachelor, Master degree or equivalent), available for at least four months full-time
• Strong problem solving, communication, and analytical skills
• Basic knowledge or understanding of IT/cybersecurity topics
• Ambition to grow consulting as well as technical skills, and a strong work ethic
• Professionalism in attitude and conduct; exhibits honesty and integrity and can build trust with internal teams and stakeholders
• Excellent command of spoken and written English

Preferred qualifications:

• Major in Information Technology, Information Systems, Computer Science, Cybersecurity
• Prior digital transformation/IT or data analysis experience
• First experience in consulting/advisory or project management
• Command of Microsoft Office
• Command of an additional language

We offer you:

• The ability to work in a dynamic international environment and ongoing on-the-job training
• The opportunity to work on exciting projects
• Excellent opportunities for personal and professional development, with ongoing coaching, training and mentorship
• Entrepreneurial opportunities by being part of a fast-growing consulting firm

Join a Top Financial Firm in Hong Kong

Our client, a leading firm in Hong Kong's financial industry, is seeking talented individuals to join their dynamic team. If you're a young entrepreneur eager to thrive in a supportive environment with boundless opportunities, this is your chance

We offer clients comprehensive wealth management services to help them manage their finances effectively and plan for a secure financial future. We are currently looking for a high-caliber candidate to join as an Asset Management Consultant/Trainee.

Key Responsibilities:

• Evaluate clients' short- and long-term financial goals, recommending appropriate products and services to meet their objectives.

• Oversee and manage clients' investment portfolios.

• Perform regular reviews to keep clients updated on their investment performance.

• Build lasting client relationships while growing your professional network.

Qualifications:

• Open to recent graduates.

• Mature, self-driven, and diligent with a strong desire to learn.

• Energetic and outgoing with excellent interpersonal skills.

• Strong communication abilities.

• Must be eligible to work in Hong Kong.

What We Offer:

• Attractive commission and bonus structure.

• Opportunities for fresh graduates and Mainland China graduates (IANG).

• Fast-track career progression to management positions.

• Exciting overseas trips, conventions, and a clear path for career advancement.

• Comprehensive in-house training programs.

If you're ready to kickstart a fulfilling career, we'd love to hear from you