Premium Wealth Management & Protection Executive / Financial Administrator

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Quarry Bay
Benefits 5-day week, Education subsidies, Flexible working hours, Insurance plan, Medical plan, Performance bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Fund Management / Hedge Fund
Banking / Finance > Investment & Securities
Insurance > Insurance Agent / Broker
Published On 22/02/2019

AIA Group - The market leader in the Asia-Pacific insurance industry

AIA Group Limited and its subsidiaries (collectively “AIA” or “the Group”) is a market leader in the Asia-Pacific insurance industry. AIA comprises the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 49 per cent joint-venture in India and representative offices in Myanmar and Cambodia.


AIA Premier Academy – Pathway to MDRT (~TOP 1% of top-notch wealth management executives)

Being a Wealth Management & Protection Manager, you will lead a rewarding and exciting career. There is no limit to your income and your efforts will be rewarded by the recognition you receive.

MDRTis one of the most honorable and renowned international recognition that any insurance professional is aiming at. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.


Found in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 42,000 or less than 1% of the world’s leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.


Tags: Premier Academy, Manager, Wealth Management & Protection


Salary & compensation:

  • Monthly allowance from HK$15,000 to HK$50,000 ( negotiable ), Attractive Commission package, Comprehensive fringe benefits
  • Business mentorship, hand-in-hand follow through by MDRT Leaders
  • Help you to become Million Dollar Round Table (MDRT) at AIA Premier Academy
  • One-year fast-track promotion to managerial positions
  • Overseas travels and conventions fully sponsored by the company


The incumbent will be responsible for the following:

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business Planning
  • Corporate Solutions Provision

2. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT, CPFcm, ChFC, RFP, RFC, etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

3. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting and Managing Team
  • Build leader and form Enterprise



  • Degree holder in all discipline, major in Bussiness Administration/Banking/Accounting/Finance/Marketing etc. would be a plus (Fresh graduate may also be considered)
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese and English is a must, Mandarin is advance
  • Applicants with PRC qualifications will also be considered
  • Work permit in HK and IANG


Interested candidates please clicking ‘’ or send your resume by clicking

You can contact Steven at 3727 7100 or 9771 1276.