A discovery journey in cultivating a truly premier team of young and energetic talents up to speed with our industry. Designated programs with the best platform to nurture young executives, fresh talent, executives seeking for career shift and candidates of all levels to become self-motivated entrepreneurs...

 

A discovery journey in cultivating a truly premier team of young and energetic talents up to speed with our industry. Designated programs with the best platform to nurture young executives, fresh talent, executives seeking for career shift and candidates of all levels to become self-motivated entrepreneurs or future leaders of the wealth planning industry.

Come join us ! Work somewhere awesome !

Wealth Management Manager ( University Graduates ) / Financial Planner ( Career Returners )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Administration > Others
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Account Servicing
Published On 10/11/2021

 

About your role:

  • Act as a Client Advisor to consult & provide holistic and bespoke investment solutions
  • Co-coverage between a Client Advisor and an Investment Consultant for priority clients
  • Provide first-class financial services to private and corporate clients to develop their wealth and structure their existing finances & broaden revenue sources
  • Develop & maintain customer relationship with private and corporate clients within the Sales Team
  • Foster discipline and good work practices within the top-tier district environment ( with a lot of supportive resources )
  • Some administration paper work when needed

 

We are looking for:

  • University bachelor / master degree in any discipline
  • Fresh Graduate with 1-year working experience of any internship / part time / full time experience
  • Fluent in Cantonese speaking, with conversational Mandarin would be an advantage ( or reversed )
  • Strong communication and interpersonal skill

 

We offer:

  • Well-structured comprehensive prior-job and on-job training by Training Department and our iconic AIA Premier Academy
  • Unlimited earning potential with superior commission and bonus package
  • Sponsored business license examination and revision materials provided
  • Flexibility to your own working schedule after daily meeting
  • Goal of International MDRT Recognition and enjoy the privileges which included priority underwriting

 

 

All personal data collected will only be used for recruitment and related purpose only.