Your value is always far beyond your imagination.


Your value is always far beyond your imagination.

University Graduates Wealth Management Manager ( focused on Insurance coverage and Investment-Linked )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Administration > Others
Banking / Finance > Private Banking / Wealth Management
Published On 27/04/2021


For your new role,

  • Act as a Wealth Management Advisor to consult and provide holistic and bespoke investment solutions
  • Build up loyalty relationship with prospective clients to generate new business by the CRM system
  • Prepare proposal for presentation and provide financial analysis during client visit
  • Make doctor visit appointments; follow up medical and surgery reports, prepare required documents of underwriting and claims


We are inviting high calibers who are :

  • Hong Kong residents
  • Fresh Graduates / obtained a bachelor degree within the last two years in 2019 and 2020
  • Fluent in Cantonese
  • Good communication and presentation skill
  • Good working attitude and eager to learn


For new joiners, we offered :

  • Comprehensive training provided by AIA Premier Academy ( based on interview performance )
  • Monthly supportive business allowance
  • Competitive commission rate for every successful deal
  • Performance lifelong career development platform – fast track promotion to management level and manage a team
  • 1 on 1 mentorship which directly lead by Unit Manager
  • License examination fee refund when contracted
  • Overseas convention and travel reward



Our office is located at the prime location in Causeway Bay.

Personal data will be collected for recruitment and business license related purpose only.