Financial Consultant, Full-Time /Internship

Insurance • Full Time • Causeway Bay, Hong Kong, HK • 1d ago

學士碩士團隊，EMBA Instructor，屢獲殊榮
覆蓋投資管理、環球經濟資訊，深耕金融保險行業
市場領導地位，新人花紅，行業最優Package

Key Responsibilities

Develop Client-Centric Wealth Solutions

Assist in formulating personalised financial strategies based on clients’ objectives, risk appetite, and market conditions.

Conduct Business and Market Analysis

Analyse client portfolios, financial trends, and economic data to generate actionable insights and improve advisory outcomes.

Support Strategic Planning and Execution

Collaborate on business growth initiatives by identifying market opportunities, optimising client engagement, and supporting strategy rollout.

Prepare Professional Presentations and Reports

Create pitchbooks, financial models, and strategy proposals for internal and client-facing use, demonstrating both analytical and communication skills.

Enhance Relationship Management Capabilities

Learn consultative communication techniques to support long-term client relationships and ensure consistent service excellence.

Engage in Ongoing Learning and Development

Participate in structured training programs covering financial products, advisory frameworks, and business strategy modules.

Who We’re Looking For
* Bachelor’s degree (final-year students welcome), Master’s degree is preferred
* Strong interest in wealth management, financial planning, and business consulting
* Analytical thinker with attention to detail and problem-solving skills
* Excellent interpersonal and communication skills
* Eager to learn, take initiative, and grow within a high-performance environment

What We Offer
Full-Time Program
* 💼 High Earning Potential｜獨有獎金機制
* 🕒 Flexible Work Style｜彈性辦公，自主掌控時間
* 🎓 Elite Training System｜行業頂尖講師親授，快速提升實力
* 💡 Fast-Track Career Path｜清晰晉升路線，直通管理層
* 🌍 Exclusive Perks｜獎勵旅行、榮譽認證、專屬福利
* 🏥 Full Benefits｜完善醫療及保障福利

Internship Program
* 📝 Official Internship Certificate｜實習結束即頒發官方證書
* 📅 Flexible Schedule｜兼顧學業與實習，時間彈性
* 🔑 License Support｜輔導考取兩張專業證照
* 🎯 Return Offer Opportunity｜表現優秀可獲全職錄用機會

Reasons to join us
* Rewarding career path
A career built around helping people live Healthier, Longer, Better Lives
* Full suite of digital tools
Industry-leading tools that help you engage with your customers
* Personal development
Training and support networks that help you develop as a professional

Do you believe in 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, build healthier societies and cultivate healthier environments that better everyone.
If you believe in inspiring a better future, we'd love to hear from you.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

Synergy團隊——頂尖金融人才的搖籃
作為行業公認的精英培養平台，Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽，成為金融菁英的首選成長平台。我們以系統化的職業發展路徑，助力每一位成員實現事業巔峰。

Advantages:
✅ 精英導師制
一對一資深導師全程指導，涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊，為新人提供全方位支持
✅ 百分百頂尖認證
完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽
✅ 前沿行業視野
定期舉辦投行/基金公司專場研討，深度解析宏觀經濟、醫療健康、加密資產等熱點領域
✅ 高效成長體系
獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡，3-6個月完成行業競爭力蛻變

我們期待這樣的你
* 應屆畢業生或跨領域轉職精英（專業不限）
* 對財富管理行業充滿熱忱，渴望突破職業天花板
* 具備終身學習意識，追求財務自由與專業卓越

在這里，你將獲得
✨ 行業頂級的資源支持與品牌背書
✨ 清晰透明的職業晉升通道
✨ 持續性的高端商業人脈拓展
✨ 遠超同業競爭力的收入回報

立即加入，與頂尖者同行！
Synergy團隊——助您實現從職業精英到行業領袖的跨越

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 immediately upon request. All applications will be destroyed after 12 months.

Interested parties please submit application / CV by clicking the Apply Now button below. We look forward to receiving your application.

***Hong Kong Residents and IANG Visa Students are both Welcomed - Help with the Renewal of IANG Visa***

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