The AIA Group is a leading pan-Asian life insurance organization with a unique heritage of serving the world’s most dynamic region for 90 years. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code ‘1299’. The number of Million...

The AIA Group is a leading pan-Asian life insurance organization with a unique heritage of serving the world’s most dynamic region for 90 years. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code ‘1299’. The number of Million Dollar Round Table members is continually No.1 for 15 years.

At AIA we believe in achieving together. Our disciplined approach and fact-based decision making has achieved a consistent, long-term record of growth and success as a “Winning Company”. Our people both contribute to this and share in it. Supported by professional training and experienced leadership there are opportunities for our people to achieve their career, to gain new experiences and professional development. However career progression is not our only measure of success. We believe in a workplace that nurtures the development of people, both professionally and personally. By sharing and instilling in our people the values and ethics that define us, we enable our people to learn from each other and achieve great things together.

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Wealth Management Manager (Welcome FG & IANG)

Job level Middle
Education F.5 - F.7 or DSE
Location
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Accounting / Finance Manager
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Business Development
Published On 09/12/2019
Tags

Job Description
Requirements 

  • DSE or above in any discipline (Qualifications in the Mainland will also be considered)
  • New arrivals from the Mainland or IANG graduates are welcome to apply 
  • Holders of valid Hong Kong identity card or valid work permits including IANG
  • Excellent communication skills, positive and responsible
  • Corporate with team spirit and willing to face challenges
  • Successful applicant with more relevant experience may be offered a more senior position where appropriate.


Responsibilities

  • Provide professional financial analysis and solution for our clients
  • Develop and manage professional financial planning team
  • Plan and organize various sales promotion activities
  • Maintain, develop and expand clients network


Benefits

  • Attractive bonus
  • Overseas trips & conventions plus excellent career path
  • Excellent, well-structured and comprehensive in-house training programs led by our experienced and well recognized mentors
  • Flexible working hours
  • Comprehensive and well-structured development programs help you to become a member of Million Dollar Round Table (MDRT*)
  • Fast-track advancement opportunities. Outstanding individuals will have an opportunity to get promotion to senior positions


Team Instruction

UTOPIA Team positioning is the clear stream of the insurance service industry, the cradle of top financial planners.

Our UTOPIA team is affiliated with Hong Kong AIA. Its members come from elites in Mainland and Hong Kong and overseas, such as lawyers, doctors, accountants, investment bankers, etc… with 97% of its members having bachelor's degree or above, and 65% ​​of masters. Our performance is also among the best every year. In the past 2018, we won the second place in the AIA Hong Kong Macau Super Zone. In 2016, with the MDRT ratio of 100% and the COT&TOT ratio of 38.7%, it won the first place in the AIA Hong Kong Macau Super Outstanding Area and the AIA Hong Kong Regional Highest MDRT Membership Record Holder.


UTOPIA Team Profile

https://mp.weixin.qq.com/s/3bo1dB3zBXgj9xfVJPJ7UQ


Interested candidates please send your application with full resume by clicking  

 

All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.