University graduates’ team who are all rich in experience and culture, our district, CHALLENGE, provides supportive opportunities for teammates to develop their passions and enhance skills during work. Results achieved by our members are consistently outstanding in AIA Hong Kong and Macau. To learn...

University graduates’ team who are all rich in experience and culture, our district, CHALLENGE, provides supportive opportunities for teammates to develop their passions and enhance skills during work. Results achieved by our members are consistently outstanding in AIA Hong Kong and Macau. To learn more about this dynamic career of AIA, do visit us in person through an interview and observe our wonderful team in action.

Specialist – Finance industry Talent ( fresh university graduates welcomed )

Job level Entry
Education Bachelor Degree
Location
Causeway Bay, Quarry Bay
Industry Insurance / Pension Funding (MPF)
Job function Administration > Others
Sales / Business Development / Customer Service > Account Servicing
Travel / Tourism > Others
Published On 31/07/2022

 

Role Statement

 

As a Team member, you will

  • Day to day account administration and medical reports follow up, ensuring all necessary documentation is requested, received and approved
  • Execution and promotion of wealth management services, investment planning and various insurance products
  • In line with the AML & Compliance requirement
  • Build and maintain client-base, use internal CRM system to explore business opportunities and explore the up-to-date market information
  • Prepare sales materials, develop new business opportunities and review clients' policies regularly
  • Monitor the financial needs of your clients, and demonstrated commitment to quality customer service
  • Provide and explain the analysis of investment performance and returns to clients
  • Work in collaboration with teammates to ensure optimum team and district culture

 

When you migrated to Management level, you will

  • Implement business strategies, execute business plan of future recruitment and monitoring
  • Foster team work and collaboration, lead opportunities to build a positive team
  • Regular meet with team members to discuss their professional business goals through a coaching appraisal

 

Essential criteria for joining us

 

  • University graduates
  • Fluent communication ability in Cantonese / Mandarin
  • Hong Kong residents / with valid permit to work in Hong Kong ( eg, IANG visa / Dependent visa )
  • Effective communication skills with a wide range of groups and individuals
  • Behaves reflects positivity and demonstrates a growth mindset
  • Dedicated, energetic and self-motivated
  • Academic background from international school would be definite an advantage

 

In return, we offered

 

  • Title of Wealth Management Manager / Financial Planner will be granted as your start point
  • Allowance package specify for the new joiners
  • Competitive commission scheme plus on-target bonus
  • All-round professional training provided
  • Flexibility of your own working schedule after regular meetings

 

We look forward to welcoming you as part of our team in coming future. Our team, where you will readily find a welcome waiting for you.

 

All personal data collected will be used for recruitment purposes only.