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.

Graduate Trainee / Wealth Management Manager

Responsibilities 

  • Develop and manage a portfolio of customers in Hong Kong and Greater China areas and contributes to customer retention and growth
  • Perform assets portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • To provide high quality customer service and professional advise in the best interests of customers
  • Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions 
  • Promote all-inclusive wealth management service for optimizing new business opportunities

 

Requirements

  • University Degree holder, preferably with CFP qualification 
  • Fresh Graduates will also be considered
  • Solid experience in building customer relationships is an advantage 
  • Customer-focused, with excellent communication and interpersonal skills 
  • Holder of valid HKID card / immigration visa Only
  • Strong self-motivation and ability to work under pressure 

 

Benefits:

  • Monthly allowance
  • Variable commission scheme
  • Year End Bonus
  • Ad-hoc On Target Competition with Bonus
  • Overseas Trips