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.

Private Wealth Management Manager

Job level Entry
Work exp No work experience To 10 Years
Education Bachelor Degree
Professional Qualification IIQE Paper 1-5
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Hong Kong Island
Employment type Full Time
Benefits Competitive pay
Industry Insurance / Pension Funding (MPF)
Job function Sales / Business Development / Customer Service > Account Servicing
Sales / Business Development / Customer Service > Channel / Distribution
Sales / Business Development / Customer Service > Sales Management
Published On 12/07/2021
ref. PRM20200901

Responsibilities:

 

•Build up close business relationship with clients and review their financial portfolios

•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

•Plan and organize various sales promotion & maketing events (Investment Seminar, Wine Tasting Event, etc.)

•Develop and manage professional reputations of company

 

Entry Requirements:

  • University graduates with bachelor / master in any discipline
  • 3+ Years Experiences in Service Industries (Customer Services Experience Preferred), candidate with less experience will be considered at junior posts
  • Candidates with valid Hong Kong Identity Card / Dependent Visa / IANG visa is a MUST
  • Detailed-oriented, good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills.
  • Proficient in Cantonese / Mandarin ( either one ) speaking, good command in read and written Chinese

 

Benefits:

 

•Generous and lucrative bonus (A monthly allowance plus attractive commission)

•Overseas trips & conventions plus excellent career path

•Competitive Year-end Bonus

•Excellent, well-structured and comprehensive in-house training programs which lead by our experienced and well recognized mentors

•Flexible working hour

•Comprehensive and well-structured development programs help you to become a member of Million Dollar Round Table (MDRT*) within 1 year

•Candidates of Leader positions are entitled the passive income of overriddings & Allowances 

•Fast-track advancement opportunities

 

Interested parties please submit application / CV by clicking the APPLY NOW button below or contact Mr. Tam at 9727 2860/  to discuss more. We look forward to receiving your application.