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.

University Graduates - Wealth Management Manager / Financial Planner ( Insurance and Wealth Management )

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 23/09/2020

 

Entry Requirements:

  • University graduates with bachelor / master in any discipline
  • 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

 

Job Descriptions: 

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning 
  • 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
  • Build up close business relationship with clients and review their financial portfolios
  • Build up and manage wealth management team

 

Benefits:

  • Monthly allowance HKD 15K + uncapped commissions + competitive performance bonus
  • Sponsored related licenses examination, eg, ,IIQE P1, P3 and P5
  • Great promotion opportunities with highly rewarding career
  • Professional Training with lots of training resources
  • Full sponsored overseas conventions and trips as performance reward

 

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