Management Trainee / Financial Planner - American International Assurance Company (Bermuda) Ltd

American International Assurance Company (Bermuda) Limited (AIA) operates through a strong and professional agency force in Hong Kong and Macau. The company offers a comprehensive product line, including individual life, group life and medical, credit life and accident & health insurance together with a range of financial services.

Challenge Agency is one of the teams in which we promote MDRT as a Professional Qualification. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Be a Challenge Member, Be a MDRT Qualifier

Job descriptions:

1. Professional Financial Services Provision to Clients
  • Wealth Management
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
2. Self Continuous Improvement
  • Achieve Professtional Destinations (MDRT, CFP cm, ChFC, RFP, RFC, etc.)
  • Acquire Up-to-date Finanical Knowledge and News
  • Develop Better Interpersonal and Communication Skills
3. Team Management
  • Recruiting & Management
  • Review the sales tactics with colleagues and share Marketing Strategies
  • Cooperate with teammates for better team construction

  • Degree holder in all disciplice (Fresh graduates will also be considered)
  • Aggressive, energetic and outgoing
  • Mature, hardworking and able to work under pressure
  • Be integrity, responsible, and strong team spirit
  • Sales and customer oriented, with good communication, presentation and interpersonal skills
  • Experience in banking and insurance industry will be an advantage

Our Benefits:
  • Tailed- made package plus incentive and year- end bonus.
  • Excellent path to become MDRT/ COT members and career path to management level.
  • Professional Training Program, e.g. Wealth Management, Private Banking, Financial Products and Services
  • Fast track program to management level(within 2 years).
  • Incentive for overeas trips, Car Park and Housing allowance.
  • Income growth with unlimited ceiling.

**Applicants must be HK Residents**

Interested parties please send your full resume to 

Ms. Janice Fan at 9/F, Caroline Centre, Lee Gardens Two, 28 Yun Ping Road, Causeway Bay, Hong Kong, 
or email to