Business Consultant

About the Job

Join the Winning Team: CHALLENGE District, AIA Hong KongCHALLENGE District is the top-performing agency team at AIA Hong Kong, built on nearly 40 years of legacy under the leadership of our founder, Mr. Terence Yee. Our core philosophy – “Elite Team, Execution Details” – has driven us to achieve the Super Outstanding District (SGDOY) first-place award four times in the past 15 years, an unprecedented record.

We are a team of high-caliber professionals united by a common benchmark: MDRT (Million Dollar Round Table). With a strong emphasis on talent selection, systematic training, and a time-tested management philosophy, we take pride in nurturing the next generation of financial leaders.

We Are Hiring:

Business Consultant Trainee (Full-Time & Internship)This is a full-time position designed for ambitious individuals who want to build a long-term career in the financial industry. You will be trained and mentored by experienced managers, with a clear path to leadership.

Key Responsibilities

• Provide comprehensive financial solutions to clients, including risk management, investment planning, wealth management, and retirement planning
• Conduct needs-based analysis to tailor solutions for high-net-worth individuals and families
• Build and maintain long-term client relationships
• Analyze portfolios, financial data, and market trends to generate insights and support advisory decisions.
• Participate in a structured fast-track program to develop into managerial roles
• Commit to Continuous Learning.
• Participate in structured training across financial products, planning tools, and client development.

What We Offer

• Full Time
• High-Earning Potential 丨 Competitive compensation with exclusive bonus structure to reward outstanding performance
• Flexible Work Arrangement 丨 Autonomy-driven work model for optimal work-life balance
• Elite Training System 丨 Industry-leading mentors and structured programs to accelerate professional growth
• Fast-Track Career Path 丨 Clear promotion roadmap with direct pathway to leadership roles
• Exclusive Perks 丨 Reward trips, recognition programs, and member-only privileges
• Comprehensive Benefits 丨 Full medical and insurance coverage
• Internship
• Official Internship Certificate 丨 Recognized certification upon successful completion
• Flexible Schedule 丨 Designed to accommodate academic commitments
• License Support 丨 Guided preparation for two professional certifications
• Return Offer Opportunity 丨 High-performing interns prioritized for full-time employment
• Entry

Requirements

• Educational Background
• University degree holder (final year students welcome); Master's degree preferred
• Visa Eligibility
• TTPS / QMAS / IANG visa holders are welcomed
• Language Advantage
• Proficiency in Mandarin or mainland background preferred (操流利普通話或國內背景者優先)
• Proactive & Goal-Oriented
• Self-motivated professional with a strong sense of responsibility and a proven ability to drive results
• Energetic & Passionate
• Highly motivated individual with genuine interest in the wealth management industry
• Strong Interpersonal Skills
• Adept at communication, collaboration, and relationship management to support team success職位描述加入冠軍團隊：友邦香港 挑戰區域 (CHALLENGE District)挑戰區域是友邦香港頂尖的營業團隊，由創辦人余達強先生 (Mr. Terence Yee) 領導，累積近40年行業智慧。我們秉持「精英團隊，執行細節」的核心精神，在過去15年間四度榮獲「超級傑出區域 (SGDOY) 第一名」，締造業界傳奇。我們是一群以MDRT（百萬圓桌會員）為共同標竿的專業精英。憑藉嚴謹的人才甄選、系統化培訓及經得起時代考驗的管理哲學，我們致力於培育下一代金融領袖。招募計劃：財富諮詢管培生（全職 & 實習生）這是一個全職職位，專為有志於在金融行業長期發展的年輕人而設。你將接受資深經理的一對一指導，並有清晰的晉升路徑。工作職責為客戶提供全面的財務策劃方案，包括風險管理、投資策劃、財富傳承及退休規劃基於客戶需求進行分析，為高端客戶及家庭量身訂製方案建立及維繫長期客戶關係分析投資組合、財務數據及市場趨勢，提供專業見解及理財建議參與「快速晉升經理」培訓計劃，向管理層發展持續學習，參與涵蓋金融產品、策劃工具及客戶拓展的系統化培訓崗位資源全職崗位高收入潛力 丨 具競爭力的薪酬及專屬獎金機制，待遇優厚彈性工作模式 丨 平衡工作與生活，靈活掌控工作節奏頂尖培訓體系 丨 行業權威導師帶隊，系統化提升專業實力快速晉升路徑 丨 清晰的職級發展計劃，3-5年直升管理層專屬福利待遇 丨 公司旅行、榮譽獎項、團隊專屬福利完善醫療保障 丨 全面的醫療及保險福利實習計劃官方實習證書 丨 完成實習即獲發正式認證證書彈性工作時間 丨 配合學業安排，靈活出勤專業牌照支持 丨 輔導考取兩項行業專業資格全職錄用機會 丨 表現優異者可獲優先聘用入職要求學歷背景 – 大學學位持有人（歡迎應屆畢業生）；碩士學位優先簽證資格 – 歡迎高才/優才/IANG簽證持有人申請語言優勢 – 操流利普通話或擁有內地背景者優先主動進取 – 具強烈責任感，目標清晰，能獨立推動工作熱誠積極 – 對財富管理行業有濃厚興趣，對職業發展有熱情人際技巧 – 擅長溝通協作，能建立並維繫良好合作關係