「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。

Hong Kong AIA Wealth Management Manager “University Graduate/ University Undergraduates/ IANG are welcomed’’ (歡迎港澳人仕申請)

Job level Middle
Work exp Less than 1 year To 5 Years
Education Master 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 Banking / Finance > Asset Management
Insurance > Insurance Agent / Broker
Published On 29/03/2020
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 Bonus 15K – 50K
  • 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”.

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available upon request. AlA reserves the right to modify the terms and conditions of package offered.

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