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AIA Group Limited and its subsidiaries (collectively “AIA” or “Group”) comprise the largest independent publicly listed PAN-ASIAN life insurance group in the world. It has wholly-owned main operating subsidiaries or branches in 18 markets in Asia Pacific through an extensive network of 250,000 agents and over 20,000 employees. It is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299” with American Depositary Receipts (Level 1) being traded on the over-the-counter market (ticker symbol: “AAGIY”). As at 31 December 2016, AIA is the fourth largest constituents of The Hang Seng Indexes.

AIA Group Limited and its subsidiaries (collectively “AIA” or “Group”) comprise the largest independent publicly listed PAN-ASIAN life insurance group in the world. It has wholly-owned main operating subsidiaries or branches in 18 markets in Asia Pacific through an extensive network of 250,000...

AIA Group Limited and its subsidiaries (collectively “AIA” or “Group”) comprise the largest independent publicly listed PAN-ASIAN life insurance group in the world. It has wholly-owned main operating subsidiaries or branches in 18 markets in Asia Pacific through an extensive network of 250,000 agents and over 20,000 employees. It is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299” with American Depositary Receipts (Level 1) being traded on the over-the-counter market (ticker symbol: “AAGIY”). As at 31 December 2016, AIA is the fourth largest constituents of The Hang Seng Indexes.

Private Wealth Manager / Trainee / IANG 个人财富管理经理 / 见习经理 (IANG团队) / 大中华区业务+欢迎毕业生+普通话优先

Job level Entry
Education Bachelor Degree
Location
Quarry Bay Hong Kong Island, Hong Kong
Employment type Full Time
Benefits Dental plan, 13-month pay, 5-day week, Flexible working hours, Insurance plan, Medical plan, Performance bonus, Transportation allowance, Travel allowance, Home office
Industry Financial Services
Job function Education / Training > Library Services
Medical Services > Nursing
Others > Others
Published On 28/03/2018 2018-03-28
Salary (HKD) $20,000 - $55,000 20000 55000

挚爱财富管理团队依托友邦国际(AIA International, 1299.hk)的基础平台,联手一系列的离岸财富管理合作伙伴,为中港专业人士、公务员、企业主等高端客户提供一站式、全面的保障和财富增值服务。我们以客户的利益为依归,以爱和关怀为出发点,为客户提供量身定做的理财建议和方案。我们愿意以专业及诚信与客户发展长远的关系,竭尽全能照顾客户不同人生阶段的保障及理财需要。

 

受益于2020年小康社会全面达成,中国内地国民收入“倍增计划”及收入分配体制改革,未来十年,中国中产阶级人数将大幅增加,保险业将迎来又一个“黄金十年”。挚爱财富管理团队将由团队总监亲自指导,协同开发中国内地市场,把握中国财富管理行业爆发性的增长。我们不仅为中产人士提供保险和理财规划服务,同时也为内地的富裕阶层规划离岸资产以及财富的传承。

  

挚爱财富管理团队立志于打造由全球百万圆桌(MDRT)组成的高学历理财师团队。我们专注于提升专业水平,专注为高净值家庭提供财富保值及增值的专业理财建议。我们追求互信、互助、互爱,追求卓越、不断进步。团结一致让所有的成员能够开拓自己的丰盛人生,拥有幸福美满的生活!

  

招募职位:

  

财富管理及保障  经理 

( ** 欢迎非本地毕业生 IANG 及 国内来港人仕申请 ** )

 

职位责任:

  

  • 不断学习最新的金融和财富管理方面的知识,为客户提供最新的市况信息;
  • 向客户提供全面的金融和财务建议;
  • 积极开拓营销渠道、扩展客户及合作网络;
  • 为客户提供专业的财富保障及财富增值方案,包括:保险、储蓄及投资计划;
  • 提供中产人士的资产配置方案;
  • 为高端客户提供遗产规划及财富传承方案;
  • 与客户保持良好的沟通,及时处理保险赔偿以及理财策划服务;
  • 发展及管理专业财务策划团队。

  

职位要求:

 

  • 本科或以上学历(专业不限);
  • 持有香港身份证(临时、永久身份证均可);
  • 熟识国内文化,操流利普通话者优先,能够听懂广东话、读懂英文说明性资料;
  • 愿意结交朋友、乐意与人分享、有良好的人际交往能力;
  • 有工作热情,好学,敢于挑战;
  • 自律性强,工作勤奋;
  • 对个人财务策划感兴趣,有志建立个人事业;
  • 品行端正、思维敏捷、严谨细致、踏实负责,具备团队协作精神;
  • 有银行从业经验或者客户管理经验者佳。

  

福利待遇:

  

  • 合格的申请者将被推荐加入AIA Premier Academy培训计划,得到完整的财富管理理论培训及挚爱财富管理团队的实践培训,力争第一年就达到百万圆桌MDRT的资格;
  • 合格的申请者将以底薪+佣金的薪酬模式,底薪可以匹配之前一份工作的年薪,应届生底薪为HK$12,000/月 – HK$50,000/月,并且有年底分红和职业生涯红利;
  • 业绩突出者,将获业界公认最崇高的百万圆桌会会员(MDRT)资格;
  • 每年安排参加各项AIA海外销售精英讨论会议,符合资格者AIA将全额赞助旅行机票与酒店(每年至少两次);
  • 提供与不同行业成功人士交流的机会,迅速积累经验,丰富人生阅历。
  • 提供良好晋升机会,可于两年内晋升为管理阶层。

  

申请办法:

  

  • 申请者请将简历透過"Apply Now"遞交,请署名获取信息来源及职位,如需查询请致电852-64793776或者微信120382382。

  

如果你有志于投身财富管理行业,加入我们,我们将帮助你迅速成长为中、高净资产阶层服务的财富管理专家。