Financial Planning Management Trainee

FIND YOUR "BETTER" AT AIA

We don't simply believe in being "The Best". We believe in better - because there's no limit to how far "better" can take us.

We believe in empowering every one of our people to find their "better" - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we'd love to hear from you.

About the Role

This trainee programme is designed for fresh graduates and aspiring talents who aim to develop a long-term career in Hong Kong financial industry. You will receive systematic professional training, grasp industry trends and financial planning knowledge, and provide professional one-to-one financial consulting service to individual and family clients, helping clients arrange personal assets and achieve long-term financial goals.

Key Responsibilities

1. Keep abreast of Hong Kong financial market trends, industry dynamics and relevant regulatory policies, sort out industry data and assist team in formulating practical business strategies.

2. Establish and maintain long-term stable client relationships, accurately identify clients' daily needs and financial planning demands, and deliver targeted professional financial advice.

3. Collate personal asset allocation data and market information, summarize practical financial development plans for client reference.

4. Tap potential market resources, expand stable client network and continuously optimize overall client service experience.

5. Compile professional financial proposals and analytical reports, convert complex financial information into clear and executable planning solutions.

6. Follow company operational guidelines and industry compliance standards to complete daily business development work.

Job Requirements

1. Bachelor's degree or above in any discipline; Finance, Business Administration, Economics and related majors are preferred.

2. Sincere passion for financial consulting industry, willing to receive systematic training and develop stable long-term career.

3. Strong logical thinking, data analysis ability and meticulous working attitude.

4. Excellent interpersonal communication, presentation and negotiation skills, able to communicate professionally with different clients.

5. Self-driven, goal-oriented, able to adapt to diversified working atmosphere and pursue continuous personal growth.

6. Good command of written and spoken English and Chinese; fluent in Putonghua is an advantage.

7. Proficient in Microsoft Office software; detail-minded and good at time management.

8. Candidates are required to obtain relevant industry professional licenses when engaging in regulated financial business activities.

Benefits & Career Development

1. Systematic industry professional training provided by senior industry mentors.

2. Comprehensive employee welfare scheme including full medical coverage.

3. Attractive performance bonus, team incentive reward and overseas travel benefits.

4. Clear and complete promotion path, supporting steady promotion to management level.

5. Friendly working atmosphere and complete internal resource support.

6. Fresh graduate friendly, no relevant working experience is welcomed.

Provide you with a Healthy and Sustainable Working Environment

AIA's commitment to better is widely industry-recognized. We've been named one of the 2025 Asia Pacific Top Workplaces (2025 年亞太區頂尖工作場所) by the Best Places to Work Program for the second year running.

We also excel in sustainable development. In 2025, AIA Group won two prestigious sustainability reporting awards:

✅ Hong Kong ESG Reporting Awards (HERA)｜最佳 ESG 報告（大型股）集團大獎

✅ CSRWorks International Asia Sustainability Reporting Awards｜亞洲最佳永續報告（治理）銅獎

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.