AIA International Ltd AIA is the largest independent publicly listed pan-Asian life insurance group inside the 18 markets around the Asia-Pacific region. We are AIA Challenge District (The Champion district of highest % of MDRT and largest % of MDRT for consecutively 10 years in AIA. We consist of experienced...

AIA International Ltd

AIA is the largest independent publicly listed pan-Asian life insurance group inside the 18 markets around the Asia-Pacific region.

We are AIA Challenge District (The Champion district of highest % of MDRT and largest % of MDRT for consecutively 10 years in AIA. We consist of experienced Accountants, I-bankers, Professional and Holders of CFA and CFP designation.

We are seeking the potential prospects and students who are determined to develop their careers in Corporate Financial Planning and Personal Financial Planning; students who are interest in risk management are welcome to join our 2018 internship training program and winter internship program.

WEALTH MANAGEMENT PLANNER

Job level Entry
Work exp 1 Year To 4 Years
Education Bachelor Degree
Location
Causeway Bay
Employment type Full Time
Benefits 5-day week, Additional subsidies, Education subsidies, Flexible working hours, Guaranteed bonus, Insurance plan, Performance bonus, PRC holidays, Year-end bonus
Industry Insurance
Job function Accounting > Corporate Finance
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Sales Management
Published On 09/10/2018
Salary (HKD) $25,000 - $50,000 / month

New Challenge is “The Road to SUCCESS”

 

*AIA Challenge District* is the Top No.1 out of 200 Districts and our team consists of experiences accountants, I-bankers. Bankers, Professionals and Holders of CFA and CFPCM Designation.  

 

We are looking for the potential candidates to become one of us and help you Road to MDRT.

 

Progress of Learning

Stage 1: Company Background

Stage 2: Understanding financial planning

Stage 3: Obtain Licenses

Stage 4: Real Practices

 

 

 

Work and Challenges: 

  • Work with a team of professional Insurance Specialists
  • Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
  • Manage clients’ finances and build their financial futures, hence to maintain friendly and long-lasting client relationships
  • Provide High-End and Private Wealth Management for HNW and PRC Clients
  • Updating the financial news and products to your clients

 

Benefits & Development

  • Excellent career path and opportunity to develop your leadership and management skills
  • Monthly allowance + Attractive commission package of HKD 10,000 to HKD 50,000 + Year-end bonus + Comprehensive fringe benefit
  • Continuous professional staff development under comprehensive training and mentorship program

Skills & Requirements

  • Bachelor degree holder or above, preferably with major in Business Administration, Finance, Accounting, Economics or relevant disciplines
  • Excellent interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese)
  • Insurance related license and/or previous related working experience is an advantage
  • Mainland Chinese graduates (IANG) are welcomed - Hong Kong ID Card Holders, IANG visa and dependent visa Only

 

Application:

Interested Candidates please submit application to Authorized Representative of AIA by Clicking “” for more information.

 

 

(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 immediately upon request. AIA reserves the right to modify the terms and conditions of package offered.)