Wealth Management Manager ( Executive Development – EDP | District Office )

Job level Middle
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Not Specified
Employment type Full Time
Industry Insurance
Job function Banking / Finance > Account / Relationship Management
Marketing / Public Relations > Others
Sales / Business Development / Customer Service > Account Servicing
Published On 22/12/2018


Role Introduction :

  • Full supported and well-trained AIA Premier Academy
  • Be professional in Finance sector and look forward to develop business in PRC market
  • Deepen your understanding of the AIA brand image ( which is not just limited to insurance business ), learn about our brand culture, how to maintain and enhance our brand, even your personal image
  • Learn to analyze customers' financial needs and continuously monitor different portfolios, provide tailor-made financial solutions and one-stop integrated financial services to clients
  • Present the advise and make proposal of wealth management ( which included protection and wealth enhancement ) local clients / PRC clients / Asia-Pacific clients
  • Regularly update market information and market trend to clients


Requirements :

  • Able to work in Hong Kong legally without work visa application
  • Holding bachelor degree ( academy background of PRC / overseas will also be accepted )
  • With at least 5-year full-time work experience from any industry ( banking / finance / sales related would be an advantange )
  • Mature with good interpersonal skill
  • Interested in Financial Market of Hong Kong, PRC and Asia-Pacific
  • Able to use Cantonese / Mandarin as usual communication is a must


We would provide to the suitable candidates :

  • Gain the experience in the leading insurance in Hong Kong by attending the daily meeting and diversifed seminars, full set techniques of facing different clients ( Field visit to private hospitals and modern medical centre which equiped advance medical machines may included )
  • Friendly team with great career development, flexible work schedule and wonderful culture
  • Comprehensive On-the-Job training programs - to understand the day-to-day operations of us and regulations guidelines
  • Professional Management training program - well-prepared for promoting to higher management level in coming future
  • Sponsorship of related license examination which included IIQE paper 1 and paper 3
  • New-joiner monthly allowance up to HKD 50,000 + Competitive commission package + Year-end bonus / by Full commission package
  • Full sponsorship ( included air ticket and accomodation ) for overseas conventions and travel per annual, previous destination included USA, UK, Australia, Russia, Japan, Korea, Singapore, etc.
  • Speical arrangement for the applicants with PRC background, which included career development programme, intensive course and conference which focus on PRC market in Mandarin, technical supporting by team member who familar with PRC business



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