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AIAGroup Limitedestablished its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.

 

This is a unique opportunity to experience the illustrious Private Wealth Management Industry. We believe in providing the highest standard of financial services to high net worth individuals and proven to significantly enhance every client’s portfolio.

 

If you are looking for an opportunity where growth is unlimited, and to experience first-hand the value of true personal development, this is the career for you!

AIAGroup Limitedestablished its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet...

AIAGroup Limitedestablished its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.

 

This is a unique opportunity to experience the illustrious Private Wealth Management Industry. We believe in providing the highest standard of financial services to high net worth individuals and proven to significantly enhance every client’s portfolio.

 

If you are looking for an opportunity where growth is unlimited, and to experience first-hand the value of true personal development, this is the career for you!

財 務 策 劃 師 / FINANCIAL PLANNER【**歡迎非本地在港畢業生**】

Job level Middle
Work exp Minimum 1 Year
Education Bachelor Degree
Location
Within Hong Kong Hong Kong
Employment type
Benefits Flexible working hours, Insurance plan, Medical plan, Performance bonus, Travel allowance
Industry Insurance
Job function Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Account Servicing
Sales / Business Development / Customer Service > Retail Sales
Published On 04/05/2018 2018-05-04

 

**工作職責**

 

  • 為香港及國內的高端客戶提供專業的意見
  • 定期跟進客戶需要及更新保障計劃
  • 發展國內資本投資移民市場
  • 提供中資產人士資產配置方案及風險管理
  • 建立個人客戶網路
  • 協助發展及管理高學歷專業團隊

**入職條件**

  • 大學或以上學歷(任何專科);歡迎應屆畢業生
  • 香港永久性居民  / 國內在港畢業生 (為加入團隊的內地港飄辦理IANG簽證)/ 單程証/受養人簽証 Dependent Visa)
  • 熱愛接觸新事物
  • 具備良好溝通技巧及表達能力
  • 有志建立個人事業,發展成為理財策劃優秀專才
  • 熟識國內業務,懂國語粵語者優先
  • 有意加入客戶服務行業人士,樂意跟客戶溝通
  • 熱情主動,愛文化交流

**我們提供**

  • 每年有海外交流及旅行機會,擴闊員工在工作以外的視野
  • 全面的培訓課程,以致專業發展:內容會涵蓋財富管理知識、保險業運作、投資、高端客戶思維、市場銷售概念、產品知識等等
  • 每月津貼加上具吸引力的佣金和表現獎金, 首年可達 HK$500,000 - HK$1,000,000
  • 快速的晉升機會;表現優秀者將有機會在12個月內晉升至管理階層。
  • 今天的財務策劃顧問已走向專業化,我們協助同事獲取財務策劃師專業資格
  • 協助成為(MDRT)百萬圓桌的會員

Interested parties please submit your resume by clicking "Apply Now".