#1 WORLDWIDE FOR MDRT MEMBERSSERVING THE HOLDERS OF OVER 34 MILLION INDIVIDUAL POLICIES At AIA, we have always placed a strong emphasis on innovation, quality customer service and professionalism, and it’s with this focus that we are proud to have gained widespread recognition and won numerous...

#1 WORLDWIDE FOR MDRT MEMBERS

SERVING THE HOLDERS OF OVER 34 MILLION INDIVIDUAL POLICIES

 

At AIA, we have always placed a strong emphasis on innovation, quality customer service and professionalism, and it’s with this focus that we are proud to have gained widespread recognition and won numerous industry accolades.

https://www.aia.com.hk/en/about-aia/our-awards.html

 

We are serious about listening, and taking action or addressing your needs to feel engaged at work. Our office is located at prime location at Causeway Bay ( close to MTR Causeway Bay station, just take 3-5 minutes by walk )

University Graduates ( Class of 2021 ) - Wealth Management Manager

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Government / Social Services > Others
Sales / Business Development / Customer Service > Business Development
Published On 27/06/2022

 

GROW WITH US - WORK WITH THE BEST

Work alongside respected industry leaders and managers who will guide and develop you on our shared path to success. No matter where you are on your career journey, you will continue to grow professionally and personally with us. We continually invest to help you build the right skills to succeed in AIA, through customized development programmes and regular seminars in finance and medical related to expose you to our business.

 

When you become all-round Wealth Management Manager, you will take part in :

  • Conduct financial needs analysis for clients and subsequently provide solutions based on client risk appetite and budget constraint

  • Focused on clients’ network of individuals and families
  • Build long-term trust relationships with clients. Develop, maintain and manage significant client accounts
  • Make professional recommendations regards to different wealth management and financial needs by different situation
  • Collaborate with internal parties for following policies underwrite, medical claims and death claims
  • Ensure timely documentation of client information and applications

 

To fit for this role, you should be :

  • Hong Kong residents / already with valid permit to work in Hong Kong ( Dependent Visa / CIES Visa )
  • Holder of Bachelor Degree / Master Degree
  • Fluent speaking and listening in Cantonese / Mandarin
  • With academic background in International School would be a plus
  • Desire to learn and develop your long-term career in well-known corporate in finance industry

 

In return, you will reward for :

  • New joiner can be apply for “ new-joiner allowance from HKD 7000 or above “
  • Yearly income can over HKD 400,000 for basic MDRT qualifiers
  • Subsidy of business licenses ( IIQE ) which operated by VTC
  • Competitive commission for different products
  • Performance bonus, Exceeded-Target bonus, Extra commission, Cash award competition for business of new launch products
  • Work schedule with high flexibility
  • Continuous learning opportunities of different business regions and essential knowledge
  • Opportunities to attend overseas conventions and travel ( AIA will sponsor the round-trip air ticket fare and hotel accommodation )

 

Explore Business Opportunities for being a professional Wealth Management Manager at AIA :

Wealth, Investment and Risk Management | Critical Illness, Medical, Accident and Life Protection | Government-certified VHIS medical scheme | Education Spending and Retirement Income Planning | Group Insurance and Employee Benefits Solutions for SME / Corporate | etc.

Business network mainly focused on Asia-Pacific region with wide range products fit for clients with different ages / situation

 

Personal data will be collected for recruitment and licensing purpose only.

 

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