Wealth Management Manager / Financial Consultant

Job level Entry
Education Bachelor Degree
Quarry Bay
Employment type Full Time
Benefits 5-day week, Flexible working hours, Home office, Insurance plan, Medical plan, Performance bonus, Shuttle bus, Travel allowance
Industry Financial Services / Investment / Securities
Job function Accounting > Accounting / Finance Manager
Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Published On 24/03/2020

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region.

Our Vision is to be the pre-eminent life insurance provider in the Asia-Pacific region. That is our service to our customers and our shareholders.

Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.




We look for top caliber candidates to join our professional team to offer all-rounded financial solutions including financial planning, savings management, retirement planning and children’s education fund to clients. 


Job Descriptions:

  1. Perform consultative needs analysis
  2. Provide tailored financial solutions to our potential clients on the basis of our wide range of investment and insurance products
  3. Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities.


We offer:

  1. Monthly allowance + Attractive commission package of HKD 10,000 to HKD 50,000 + Year-end bonus + Comprehensive fringe benefits
  2. Comprehensive training program supports + Team sharing
  3. Excellent career path to management level


Job Requirements:

  1. Degree or above (Fresh graduates will also be considered)
  2. Possess strong self-motivation and communication skills
  3. Energetic and outgoing
  4. Experience in banking industry will be an advantage




  • 实力雄厚:截至2013年11月30日,友邦保险集团总资产为1,470亿美元,并在香港人壽保险市场拥有最多有效保单
  • 香港完善金融体系:成熟的国际投资平台,公司提供逾150只投资选择以供有投资壽险保单的客户选择
  • 贝竞争力的产品:针对不同客户需求,推出崭新多元化的保障及理财产品以供选择
  • 打破地域限制的快速理赔通道
  • 完善培训系统



  • 每月津贴 + 佣金港币10,000元至港币50,000以上, 亦提供年终奖 + 综合福利
  • 全面的培训计划,庞大的支持团队
  • 良好的前景, 晉升至管理阶层



  • 可控的工作时间
  • 自己就是经营者
  • 专业的培训系统
  • 公平合理的晉级制度
  • 每月津贴加上贝吸引力的佣金和绩效奖金


PRC Candidates graduated in HK is also welcomed.



Don't hesitate! Interested parties please click "apply now" or click  or call 9314 0279.