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AIA Premier Academy is a key initiative in cultivating a truly premier team of young and energetic insurance professionals to take the Company to even greater heights. It marks another milestone in our mission to provide customers with unsurpassed service and support.

AIA Hong Kong prides itself on its culture of service excellence and professional integrity, and has always embraced the core value of membership of the Million Dollar Round Table (MDRT). The key feature of the AIA Premier Academy is that it focuses exclusively on helping candidates achieve excellence and strive towards the target of joining MDRT.

When they have gone through our groundbreaking development programme, these professionals will achieve the highest standard of sales excellence and be recognised as the best and brightest in the industry.

AIA Premier Academy is a key initiative in cultivating a truly premier team of young and energetic insurance professionals to take the Company to even greater heights. It marks another milestone in our mission to provide customers with unsurpassed service and support. AIA Hong Kong prides itself on its...

AIA Premier Academy is a key initiative in cultivating a truly premier team of young and energetic insurance professionals to take the Company to even greater heights. It marks another milestone in our mission to provide customers with unsurpassed service and support.

AIA Hong Kong prides itself on its culture of service excellence and professional integrity, and has always embraced the core value of membership of the Million Dollar Round Table (MDRT). The key feature of the AIA Premier Academy is that it focuses exclusively on helping candidates achieve excellence and strive towards the target of joining MDRT.

When they have gone through our groundbreaking development programme, these professionals will achieve the highest standard of sales excellence and be recognised as the best and brightest in the industry.

AIA 財 富 管 理 經 理 Wealth Management - 歡迎2018本地畢業生/研究生/內地生/有國內背景人士申請

Job level Entry
Work exp 1 Year To 9 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Within Hong Kong, Hong Kong Island, Causeway Bay , , Hong Kong Island, Hong Kong, Hong Kong, Hong Kong
Employment type
Benefits Additional subsidies, Competitive pay, Flexible working hours, General holidays, Performance bonus, Special / extra leave, Statutory holidays, Travel allowance, Year-end bonus
Industry Financial Services
Job function Accounting > Management Consulting
Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Published On 24/05/2018 2018-05-24
Salary (HKD) $15,000 - $55,000 / month 15000 55000

職務:

1.   為客戶提供專業理財策劃服務

  • 儲蓄﹑投資﹑退休﹑風險管理 
  • 發掘具潛力的客戶網絡及與客戶建立良好關係 
  • 提供度身訂造的財富管理服務予個人及高端客戶 
  • 針對客戶的財務狀況及期望為客戶設立財務目標 
  • 定期重檢客戶的投資組合及財務規劃以作跟進

 

2.   團隊管理

  • 擬定市場策略
  • 建立及管理專業理財策劃團隊

 

3.   職前及在職專業培訓

  • 獲得金融保險理財知識
  • 建立人際關係﹑加強溝通技巧
  • 從工作中獲取各類型的國際認可專業資格 (百萬圓桌會員﹑特許財務策劃師﹑註冊財務策劃師等等)

 

要求:

  • 持有大學或以上學歷 (歡迎2018應屆畢業生)
  • 主動好學,有責任感,積極進取,對工作有熱誠
  • 性格外向、具良好的溝通能力
  • 廣東話或普通話良好,懂英語更佳
  • 具有相關金融行業經驗優先
  • 持有有效香港身份證 (歡迎非本地在港的畢業生IANG)

 

待遇及福利:

  • 合資格的申請者將被推薦加入AIA Premier Academy 精英培訓計畫,得到完整的財富管理專業知識,力爭第一年就達到百萬圓桌MDRT的資格
  • 良好的晉升階梯,可於1-2年晉升至管理層,建立自己的團隊
  • 每月津貼及優厚佣金及花紅
  • 公平的獎勵平臺,獎金和海外旅行等多項鼓勵
  • 特設普通話培訓

 

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