Wealth Management & Financial Planning - Managers / Planners [ University Graduates / Job Seekers who wish to change job ]

Job level Entry
Education Associate Degree
Language Chinese - Cantonese, Chinese - Mandarin
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Travel / Tourism > Customer Service / Guest Relations
Published On 22/07/2021


Daily Duties:


  • Promote “ AIA Extra Protection of COVID-19 “, other diseases and medical-related insurance categories. Handle claims issue after the diagnosis of COVID-19
  • Promote " MPF Retirement Protection Plan ", " Deferred Annuity Plan " and " Voluntary Health Insurance Plan " which launched by the HKSAR Government
  • Develop different period savings and investment plans for different age groups, risk management and analyze returns
  • Use company internal system to manage clients’ accounts and update market trends regularly
  • As a role of a consultant, review the existing financial planning and medical protection for the clients from different angles, improve their own awareness and alertness. Prepare the required online and offline documents. Review, integration and upgrade clients’ existing plans. Follow up the claims and underwriting process in a timely manner.
  • Opportunities to participate in the training of new joiners within the team and provide assistance in the training activities of university students in the district office



Education Background and Other Requirements:


  • Associate Degree ( only applicable for job seekers who wish to change job ** ) / University Graduates of Bachelor Degree or Master Degree
  • Live in Hong Kong for a long time is required and legally work in Hong Kong
  • Familiar in using iPad ( work and training needs ) and Video Conference software ( Zoom, Teams )

    ** [ For Job Seekers who wish to change job:Priority interviews will be arrange for the front-line staffs who are from the industries of " Hotel and Tourism, Aviation Customer Service, Front-line Sales, and Customer Service “who had been quit or underemployed ] **



Requirements of Language level:


  • Fluent Cantonese speaking with conversational level of Mandarin speaking



  • Fluent Mandarin speaking with conversational level of Cantonese speaking



Allowance and Benefits:


  • Monthly allowance specify for new joiners ( University Graduates / Job Seekers who wish to change job ) from HKD 8,000 / month ***
  • 100% Commission of each new order, Passive Commission Income scheme
  • Year-end Bonuses, On-target Bonuses, Excess Performance Bonuses, Competitions Bonuses
  • AIA Medical and Pension Protection Scheme, Overseas Travel with sponsorship of air fare and accommodation
  • Relevant practice license examination fee subsidy

    *** [ Applicants who have income proof in the past 12 months ( annual income of HKD 312,000 or above ) and have at least 5 years work experience in front-line sales or related fields, the monthly allowance for new joiners may reach HKD 20,000 – HKD 50,000 ] ***




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