While savings provide for future risks and financing needs over the course of time, insurance is a product meant to prepare in the " what-if " case that may occur today or tomorrow in exchange for the premium paid by policy holders. AIA can introduce a solution to those who wish to prepare for their...

While savings provide for future risks and financing needs over the course of time, insurance is a product meant to prepare in the " what-if " case that may occur today or tomorrow in exchange for the premium paid by policy holders. AIA can introduce a solution to those who wish to prepare for their retirement or securing their families' peace of mind.

AIA Wealth Management Manager | Investment-Linked [ Entry role for Fresh University Graduates ]

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese
Location
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Administration > Others
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Business Development
Published On 15/04/2021

 

For your new entry role :

  • Perform financial planning analysis, provide suggestions and guidance individually based on the results
  • Propose a strategic portfolio based on risk tolerance and investment policies
  • Help clients to pick the most suitable wealth management solution that achieve clients’ investment goal and protection objective
  • Monitor important life events, observe market trends, and perform periodical follow-ups
  • Depending on the circumstances, propose portfolio rebalance and re-construction
  • Follow up doctor visit appointments, medical and surgeries reports; ensure the documents for processing underwriting and claims accurately

 

Welcomed to join us if you are :

  • Hong Kong residents
  • Fresh Graduates / obtained a bachelor degree within the last two years in 2019 and 2020
  • Fluent in Cantonese
  • Good communication and presentation skill
  • Good working attitude and eager to learn

 

In return, we are offering :

  • Comprehensive training provided by AIA Premier Academy ( based on interview performance )
  • Monthly supportive business allowance
  • Competitive commission rate for every successful deal
  • Performance lifelong career development platform – fast track promotion to management level and manage a team
  • 1 on 1 mentorship which directly lead by Unit Manager
  • License examination fee refund when contracted
  • Overseas convention and travel reward

 

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Our office is located at the prime location in Causeway Bay.

Personal data will be collected for recruitment and business license related purpose only.