關於我們的團隊：
友邦香港區域執行總監余達強先生（Terence）創立「 挑戰家族 」（CHALLENGE Family），從一個人開始，發展了區域團隊，再擴展成擁有13名區域總監的「挑戰家族」，以 35 年的歲月，成就市場上的頂尖地位。持續的成功，長勝的「軍隊」，匯聚了達成業界公認最崇高的國際榮譽——百萬圓桌會（MDRT）會員，造就了空前成功。「 挑戰家族 」精英輩出，以 MDRT（百萬圓桌會員）為指標，眾成員擁有高學歷，配合最專業的服務，持續傳承家族的優良傳統，不斷創造更高的榮耀，令每位家族成員，均以身為「 挑戰家族 」的一份子引以為傲。
故此，「 挑戰家族 」於 1994 年首創友邦香港先河，在仍處於發展初期的保險市場上招聘大學生，令團隊的質素不斷提升，讓「挑戰家族」自 AIA 於 2006 年有 MDRT 紀錄以來保持長勝紀錄，長期囊括公司內的 「 最高百萬圓桌會會員比例、最多百萬圓桌會會員人數的區域大獎 」。及至 2018 年，「 挑戰家族 」擁有 429 位 MDRT、47 位 COT（即 3 倍 MDRT）及 25 位 TOT（即 6 倍MDRT），傲視同儕，成就業界傳奇。
AIA CHALLENGE Family「 秉持專業熱誠 業界長勝將軍 」
「 精英團隊，執行細節，追求卓越 」是我們友邦香港營業團隊 CHALLENGE Family（挑戰家族）的核心營運理念。
Wealth Management Manager - AIA ( Graduate Trainee )
| Job level | Entry |
|---|---|
| Location |
Within Hong Kong, Causeway Bay, Quarry Bay
|
| Industry | Insurance / Pension Funding (MPF) |
| Job function |
Banking / Finance > Account / Relationship Management Education / Training > Others Sales / Business Development / Customer Service > Account Servicing |
| Published On | 29/05/2022 |
Job Descriptions:
1. Professional Financial Services Provision to Clients
- Wealth Management & Portfolio Advices
- Investment Planning
- Retirement Planning
- Risk Management Planning
- PRC Business & CIES (Capital Investment Entrant Scheme) Planning
2. Team Management
- Attempt Planning Strategies for Constructing Team
- Learn Recruiting & Managing Team
- Share Marketing Strategies in Team
3. Self Continuous Improvement
- Achieve Professional Destinations
- Acquire Up-to-Date Financial Knowledge and News
- Develop Better Interpersonal and Communication Skills
Requirements:
- Degree holder in all discipline
- Entrepreneurship and self-motivated
- Energetic and outgoing
- Good interpersonal and communication skills
- Fluent in Cantonese or Mandarin
Our Benefits:
- Professional training program ( Pre-job and on-job training on how to be MDRT qualifier )
- One year fast-track promotion program to Senior Manager / Assistant Unit Manager
- Excellent career path to management level
- Monthly allowance + Attractive commission package + Year-end bonus + other Comprehensive fringe benefits
- Overseas trips and conventions
cpjobs.com - Wealth Management Manager - AIA ( Graduate Trainee ) - is a part of Banking / Finance, Education / Training, Sales / Business Development / Customer Service, Insurance / Pension Funding (MPF), in Hong Kong, placed by AIA International Limited