「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 Wealth management manager / Financial planner **welcome IANG student/ Final Year/ Fresh grad**

Job level Middle
Work exp Less than 1 year To 15 Years or above
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Tsimshatsui
Benefits Insurance plan, Medical plan, MPF, Performance bonus, Staff loan, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 31/03/2020
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:

· Monthly pay 20K – 55K

· 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 “立即申請”.

 

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