About the role

This is an exciting opportunity to join Challenge Elites Company Limited-AIA as a Wealth Management Trainee(2025). We are seeking passionate individuals to embark on a rewarding career in financial planning and wealth management. This is a full-time position based in Causeway Bay Wan Chai District.

What you'll be doing

• Assist in providing high-quality financial planning and wealth management services to our diverse client base
• Gain exposure to various aspects of the financial planning process, including investment analysis, portfolio management, and client relationship management
• Participate in training programs and workshops to develop your knowledge and skills in the industry
• Collaborate with experienced financial advisors to learn best practices and gain practical experience
• Contribute to the ongoing development and improvement of our wealth management processes and procedures

What we're looking for

• Strong interest in financial planning and wealth management
• Excellent communication and interpersonal skills
• Analytical and problem-solving abilities
• Commitment to providing exceptional client service
• Willingness to learn and continuously develop your skills
• Local applicants welcomed along with those holding IANG/TTPS/QMAS/dependent visas

What we offer

At Challenge Elites Company Limited-AIA, we are dedicated to supporting our employees' growth and development. We offer a range of benefits, including:

- Comprehensive training and mentorship program

- Opportunities for career advancement and specialisation

- Competitive salary and performance-based bonuses

- Flexible work arrangements and work-life balance initiatives

- Health and wellness programs to support your well-being

- IIQE Papers licensing training, with full fee coverage

About us

Challenge Elites Company Limited-AIA is a leading financial services provider with a strong focus on wealth management and financial planning. We are committed to empowering our clients to achieve their financial goals and aspirations. Our team of dedicated professionals is passionate about delivering exceptional service and tailored solutions to meet the unique needs of each individual and business we work with.

If you're ready to embark on a rewarding career in wealth management, Apply Now and join our dynamic team at Challenge Elites Company Limited-AIA.

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