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 Wealth Management Manager 財富管理 (Full time)

Job level Entry
Location
Causeway Bay
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 Banking
Job function Banking / Finance > Private Banking / Wealth Management
Digital / Web / Mobile > Customer Relationship Management (CRM)
Insurance > Insurance Agent / Broker
Published On 28/05/2019

Job Descriptions:-

- Assess clients’ financial situations by conducting financial needs analysis.

- 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.

 

 

Entry Requirements:-

  • University graduates with Bachelor or Master 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 excellent at Mandarin.
  • Candidates with valid Hong Kong Identity Card is a MUST.

 

For interested candidates, please send your detailed resume to us by clicking the “”.

 

For enquiries: 2839 6195/ 9380 5261 Mr. Cheng

 

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