Wealth Management Internship

Jenny's Consultant

Recruit in multiple districts

Negotiable

5th Nov 2025

Student friendly


  • Flexible working hours
  • Broadening horizons and enhancing international perspectives

Job description

You will learn:

• Assisting Wealth Management and Taxation Advice

• Investment Planning and Portfolio Advice

• Retirement, Estate and Risk Management Planning


Employment types : Internship

Working mode : Office or designated location

Work location : Recruit in multiple districts

Job work schedule : 8 to 10 hours per week

Job type : Finance / Banking / Investment / Compliance Insurance

Requirements

• Proficient in Chinese, either Cantonese or Mandarine

• Basic computer software application including MS Word, Excel, PowerPoint

• Able to work independently, self-motivated and willingness to learn

• Excellent in communication and interpersonal skills

• Strong team-player

• Undergraduate & Degree holders or above in any discipline

Salary and benefits

Salary : Negotiable

Enquire and submit job applications

Contact person : (Ms) Jenny Ho

Apply Methods :

Keywords

簡易特快應徵 Jenny's Consultant Express job application Business Management Skills

Hashtags

#business #Finance #insurance agent #banking

About Us

About Jenny`s Consultant

Jenny Ho,District Director,首席卓越人才發展導師。畢業於加拿大西門菲沙大學經濟學學士,AFP金融理財師,REF美國註冊財務策劃師,RChFP特許財務策劃師。投身理財行業,曾任多間企業高層。多年打做年薪百萬成員的團隊,擁有十五年百萬圓桌會會員資格。

Jenny全心致力培育新一代優秀人才,團隊團員多年相繼取得的MDRT的榮譽。除剛畢業的大學生,團隊有會計、工程、法律、金融等不同背景領域的優才為客戶提供最專業的服務。而作為業界的領導者,Jenny為團員提供度身定造的專業培訓、自主的工作模式,注重實踐及反饋,推動團員持續發展,達成事業抱負。發揚因材施教的團隊文化,助你在事業上快速起步,成為卓越管理者,實現「財富自由」的目標。


About AIA

  1. AIA的今日成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋亞洲18個市場。

  2. 我們屢獲殊榮,深得業界認同,傲視同儕。改善上億人的生活,人壽保險業界的卓越標準。

  3. AIA作為香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。

About Challenge District

  1. 「精英團隊,執行細節,追求卓越」是AIA "Challenge Family" 核心營運理念。

  2. Challenge Family" 精英輩出,依靠高標準的人才選拔,眾成員學歷皆為學士畢業生;配合最專業的培訓,卓越的配套支援,區域不斷栽培出更多獨當一面的管理人才。

  3. 「挑戰家族」獲獎記錄首屈一指。連續12年取得行業最高榮譽「最高百萬圓桌會會員比例、最多百萬圓桌會會員人數的區域大獎」。業界唯一四度摘得「超級傑出區域」第一名的殊榮。


System reference no. : J000073255949


Reminder

When applying for a job, do not provide photocopies of personal documents, bank cards, or any sensitive information like your ID number, bank account details, or passwords. Stay alert if you are asked to pay training fees, administrative charges, deposits, guarantees, apply for a loan, or or borrow a bank account during an interview.

More job seeking tips Report this job

Copyright © 2025 HireBrilly All rights reserved.