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.

Wealth Management Manager 財富管理經理

Job level Entry
Location
Causeway Bay
Employment type
Benefits Additional subsidies, Competitive pay, Flexible working hours, General holidays, Performance bonus, Special / extra leave, Statutory holidays, Travel allowance, Year-end bonus
Industry Insurance
Job function Accounting > Financial Analyst
Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Published On 23/10/2018

Responsibilities

  • Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
  • Identify customer needs through financial analysis and wealth management solutions to enhance customer experience
  • Collaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needs
  • Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

 

Requirements

  • Degree holder in related disciplines
  • Minimum 1 year of sales experience in investment and insurance products in Consumer Banking
  • Qualified to carry out Insurance and Investment regulated activities is a must
  • Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products
  • Strong business acumen, able to analyze and interpret business and financial data
  • Self-starter with a tenacity to succeed, and a flair for selling
  • Customer-focused, with excellent communication and interpersonal skills

 

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***welcome HONG KONG RESIDENCE / DEPENDANT VISA / IANG VISA HOLDER ***

 

Interested candidates please submit application by clicking

 

For enquiries: (歡迎電聯查詢): 2839 6195 / 9380 5261 Mr. Cheng

 

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available upon request. AlA reserves the right to modify the terms and conditions of package offered.