Become a successful and professional insurance specialist: WEALTH MANAGEMENT MANAGER / Financial Planner leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client...

 

Become a successful and professional insurance specialist: WEALTH MANAGEMENT MANAGER / Financial Planner leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. Candidates are expected to focus on servicing portfolio of local high net worth individual and corporate clients, satisfy their needs through the deep market insights, and develop long-lasting relationship.

 

專業理財策劃(經理/顧問 )-也歡迎應屆大學畢業生申請

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Business Development
Published On 20/07/2021

 

市場上商機處處:

 

1.) #政府監管 #可扣税 #自願醫保 #延期年金 #強積金自願性供款 

2.) #僱主及僱員強積金 #公司醫療及住院 #勞工保險

3.) #財富及風險管理 #財富增值、儲蓄及投資管理 #退休保障及遺產傳承 #定期保單檢討及更新 #跟進理賠事宜 #旅遊保險 #家居保險

 

甚麼是理財策劃?相等於保險銷售嗎?

 

理財策劃是通過適當的財務管理,對實踐人生目標的全盤安排。作為專業的財富管理經理 / 理財策劃顧問必須先了解客戶需要,再為客戶度身訂造合適而全面的計劃,助客戶達成財富增值的長遠目標,而非只單單銷售產品。

 

豐厚回報與嘉許:

 

除新人津貼、新業務首年佣金、被動續保佣金、豐厚花紅年終獎金外,AIA 特設多項獎勵計劃,藉此嘉許表現超卓的財富管理經理 / 理財策劃顧問,與傑出同事分享努力成果,當中海外業務會議的足跡遍布全球。

 

發展前路由自己話事:


作為專業理財顧問的搖籃,AIA 設有兩條明確的事業發展路徑和清晰的晉升階梯,助您盡展潛能並發揮所長,因應個人目標奠定理想事業藍圖;清晰透明的事業發展方向。只要達到指定業績要求,便可獲得晉升機會,所付出的努力得到回報。

 

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[ Important Notice for all applications ]

All personal data collected will only be used for recruitment related purpose only, will not transfer to the 3rd parties.

Each applicant can only be invited for the 1st round interview with ONE time only with the same role within latest 6-month, duplicated applications will be withdrawn.

Work Visa application will not be provided / sponsored for these openings.