King Fung & Co.

AIA Wealth Management Manager / Wealth Management Trainee (Fresh Grad/ Final Year/ IANG are welcome)

King Fung & Co.
Posted on 12-Apr-21

AIA Wealth Management Manager / Wealth Management Trainee (Fresh Grad/ Final Year/ IANG are welcome)

King Fung & Co.

Job Highlights

  • Financial planning, Asset Management
  • Salary 20K – 55K, Performance bonus
  • Fresh Grad/ Final Year/ IANG

Job Description

Job Description: 

- Assess clients’ financial situations by conducting financial needs analysis
- Analyze and provide total package of financial services planning 
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
          1. Risk Management
          2. Retirement Planning
          3. Asset Allocation
          4. Estate Planning
 - Build up close business relationship with clients and review their financial portfolios
 - Build up and manage financial planning team

Entry Requirements:

  • University graduates with Bachelor or master’s degree in any discipline.
  • Self-motivated with strong drive to succeed.
  • Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
  • Good numerical skill and business sense.
  • Strong interpersonal, communication and presentation skills.
  • Proficient at written English, Chinese and excellent at Mandarin.
  • Candidates with valid Hong Kong Identity Card is a MUST.


  • Monthly pay 20K – 55K
  • Work-life balance
  • Promotion opportunities
  • Performance bonus
  • Follow public/ general holiday
  • Provide a profession training

For interested candidates, please send your detailed resume to us by clicking the “APPLY NOW”.


All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available upon request. AlA reserves the right to modify the terms and conditions of the package offered.

Additional Information

Career Level
Entry Level
Years of Experience
Job Type
Full Time, Contract, Internship

Company Overview

 We are from the most performed districts (AIA Challenge Family) for the highest % of MDRT and largest numbers of MDRT for consecutively 10 years in AIA. We will provide an internship program for undergraduates to take a glimpse into our industry. Our internship program enables graduates to build up their interpersonal skills and acquire experience of wealth management.

 Challenge Family,即挑戰家族,一只擁有逾三十年豐富經驗的隊伍;挑戰家族自創立以來,始終堅持: 精英團隊,執行細節,不斷突破,創造榮譽;在AIA連續十年獲得「最多百萬圓桌(MDRT)會員人數區域大獎」及「最高百萬圓桌(MDRT)會員比例區域大獎」。 每年, 我們精英團隊都會舉辦實習計劃, 希望協助實習生建立人際關係並加強財務管理的知識。

Additional Company Information

Insurance/Pension Funding
Benefits & Others
Education allowance, Life insurance, Medical insurance, Performance bonus, Travel allowance, Flexible working hours