Wealth Management
Kwun Tong Area
Negotiable
12th Feb 2026
Student friendly
Job description
Analyze client finances and create custom financial plans.
Review portfolios & market data to generate investment insights. Identify growth opportunities and support strategic initiatives.
Provide wealth management services for HK and Mainland clients.
Prepare professional reports and presentations.
Build long-term client relationships through consultative communication.
Participate in ongoing training on products and strategies.
Employment types : Full-time
Working mode : Office or designated location
Work location : Kwun Tong Area
Job work schedule : Flexible
Job type : Insurance
Requirements
Conversational Skill：Cantonese, English, Mandarin Chinese
Writing Skill： Chinese, English
Microsoft： PowerPoint, Excel, Word
Minimum education level : Higher Diploma
Dress code requirement : Business Formal
Salary and benefits
Salary : Negotiable
Benefits : Performance bonus Year-end bonus Commission Flexible working hours Job training Monthly / seasonal bonus Good promotion prospects Free travel rewards
Enquire and submit job applications
Contact person : Gwyneth Miu
Apply Methods :
Keywords
graduating IANG 簡易特快應徵 Moment Consulting Company Express job application 應屆畢業生 AIA
About Us
AIA
我們AIA是由中港兩地90後、00後組成的團隊。我們的使命：打造「活力覺醒型職場」——在這裡，身心能量滿格，創新靈感合併，工作與生活平衡。 我們提供靈活節奏、心理健康支持與能量充電站，讓每位成員保持長期最佳狀態。打造包容、開放、互信的工作環境。 我們不僅關心您的當下活力，更重視您的長遠安穩。團隊提供 「強積金與退休規劃」的專業指導與技術支援，從自身到客戶構建穩健的未來，全力專注於成長與創造。
System reference no. : J000089142499
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.
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