In our branch Over 90% advisors in our branch are territory educated, and most of us hold professional or academic qualifications. Over 60% of our advisors are qualifying members of MDRTs! Our branch is honored to be “Grand District of the Year” (Growth Award) and to achieve “the highest...

In our branch

  • Over 90% advisors in our branch are territory educated, and most of us hold professional or academic qualifications.
  • Over 60% of our advisors are qualifying members of MDRTs!
  • Our branch is honored to be “Grand District of the Year” (Growth Award) and to achieve “the highest percentage of MDRT members” in 2015 at AIA.
  • Be part of us and join our professional team.

Senior Wealth Management Manager

Job level Middle
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location North Point, Quarry Bay
Employment type Full Time
Benefits Flexible working hours, Home office, General holidays
Industry Insurance
Job function Insurance > Insurance Agent / Broker
Published On 09/11/2016
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Duties:

  • To provide one stop and comprehensive wealth management services:
  • Client relationship building and management.
  • Client situation analysis, solution suggestion, post-sale support and advice
  • Team management, training delivery and business planning, recruitment (Managerial Level)

 

Dimension of business:

  • Personal financial planning
  • Family financial planning
  • High net worth wealth management business
  • PRC visitors concentrated business

 

Financial Planning and Wealth Management Services:

  • Investment Planning
  • Saving Planning
  • Risk Management Planning
  • Retirement Planning
  • Estate Planning
  • Planning and Referral
  • Requirements:
  • Field experience in financial planning from insurance industry (Advisors from IFA and RMs of banks are welcome)
  • Seeking breakthrough and improvements.
  • Seeking career development with proper approach
  • Ability to speak Mandarin & Cantonese

We provide:

  • Professional training program (Pre-job and on the job)
  • Mentoring system with personalized coaching and support
  • Attractive tailor-made compensation package, bonus, allowances, company stock purchasing scheme, overseas conventions etc.
  • MDRT, COT, TOT environment, which is positive and energetic.
  • PRC visitors related business expertise and supportive program.
  • Fast track Program to Management level within 12 months

 

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. AIA reserves the right to modify the terms and conditions of package offered.

Note: “AIA”, “we” or “our” herein refers to AIA International Limited (Incorporated in Bermuda with limited liability).