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 / Financial Planner 【University Graduates/ University Students/ Master Students/ IANGs are welcomed 】

Job level Entry
Work exp No work experience To 9 Years
Education Bachelor Degree
Location
Within Hong Kong
Benefits Additional subsidies, Competitive pay, Flexible working hours, General holidays, Performance bonus, Special / extra leave, Statutory holidays, Travel allowance, Year-end bonus
Industry Financial Services / Investment / Securities
Job function Accounting > Accounting / Finance Manager
Accounting > Management Consulting
Administration > Administration / Operation Manager
Published On 14/12/2019
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Job Descriptions: 

- Assess clients’ financial situations by conducting financial needs analysis

- Analyze and provide total package of financial services planning 

- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

1. Risk Management

2. Retirement Planning

3. Asset Allocation

4. Estate Planning

- Build up close business relationship with clients and review their financial portfolios

- Build up and manage financial planning team

Entry Requirements:

· University graduates with Bachelor or master’s degree in any discipline.

· Self-motivated with strong drive to succeed.

· Hardworking, detailed-oriented, independent and sophisticated at working under pressure.

· Good numerical skill and business sense.

· Strong interpersonal, communication and presentation skills.

· Proficient at written English, Chinese and Mandarin.

· Candidates with valid Hong Kong Identity Card is a MUST.

Benefit:

· Monthly pay 20K – 55K

· Five-day work week

· Work-life balance

· Promotion opportunities

· Performance bonus

· Follow public/ general holiday

· Provide a profession training

For interested candidates, please send your detailed resume to us by clicking the “Apply Now”.

 

For enquiries: 2839 6195 Miss Carrie Ng

 

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.