「真生活 真夥伴」是友邦保險的品牌定位。友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

「真生活 真夥伴」是友邦保險的品牌定位。

友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

AIA Internship - Wealth Management and Protection

Job level Middle
Work exp Less than 1 year To 5 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Tsimshatsui
Benefits General holidays, Insurance plan, Maternity leave, Medical plan, MPF, Performance bonus, Staff loan, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 30/03/2020
Tags

Job Descriptions:

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning
  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
    1. Risk Management
    2. Retirement Planning
    3. Asset Allocation
    4. Estate Planning
  • Build up close business relationship with clients and review their financial portfolios
  • Build up and manage financial planning team

Entry Requirements:

  • University graduates with Bachelor or master’s degree in any discipline.
  • Self-motivated with strong drive to succeed.
  • Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
  • Good numerical skill and business sense.
  • Strong interpersonal, communication and presentation skills.
  • Proficient at written English, Chinese and Mandarin.
  • Candidates with valid Hong Kong Identity Card is a MUST.

Benefit:

  • Five-day work week
  • Work-life balance
  • Promotion opportunities
  • Performance bonus
  • Follow public/ general holiday
  • Provide a profession training

For interested candidates, please send your detailed resume to us by clicking the 'Apply now'.

Please call +852 3606 3555 (Mr. Lam) if you have any enquiries.