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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. Through an extensive network of more than 300,000 agents and over 23,000 employees across 15 geographical markets, the AIA Group serves the holders of over 20 million in-force policies in the region. The AIA Group established its operation in Hong Kong in 1931. AIA Group Limited is listed on the Main Board of the Stock Exchange of Hong Kong under stock code "1299".

AIA "Phoenix Agency" is looking for high caliber candidates to join us :

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. Through an extensive network of more than 300,000 agents and over 23,000 employees across 15 geographical markets, the AIA Group serves the holders of over...

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. Through an extensive network of more than 300,000 agents and over 23,000 employees across 15 geographical markets, the AIA Group serves the holders of over 20 million in-force policies in the region. The AIA Group established its operation in Hong Kong in 1931. AIA Group Limited is listed on the Main Board of the Stock Exchange of Hong Kong under stock code "1299".

AIA "Phoenix Agency" is looking for high caliber candidates to join us :

Wealth Management & Protection Manager / Financial Planner

Job level Entry
Education Bachelor Degree
Location
Eastern District Hong Kong Island, Hong Kong
Employment type Full Time
Industry Financial Services
Job function Banking / Finance > Investment & Securities
Marketing / Public Relations > Others
Sales / Business Development / Customer Service > Account Servicing
Published On 26/01/2018 2018-01-26

Job Responsibility:

  • Work closely with clients to analyze their financial situation
  • Develop comprehensive strategies for their wealth management
  • Provide full spectrum of financial planning services, including savings, investment, retirement, risk management and education fund to clients
  • Constantly monitor and review their financial plans to assist them in achieving their short and long term financial goals

Qualifications:

  • University Graduate or above (fresh graduates will also be considered)
  • For non-degree holders, Associate Financial Planner Program will be offered
  • Experience in Banking or Financial Planning Industry will be advantage
  • Self-motivated, Confident, Energetic
  • Excellent Interpersonal, Communication and Presentation Skills

 

Attractive Benefits:

  • Monthly Allowance ( 10K - 50K or above for University Graduate)
  • No Ceiling Commission + Year-end-bonus
  • Overseas Conventions / Incentive Trips
  • 18 months on-job Professional Training Program
  • Professional Designation Training Program (e.g. CFP, RFP, FchFp etc)
  • Fast Promotion Path to Management Level

 

财富管理及保障经理 (大中华市场)

 

工作范围:

  • 为客户提供专业的财务策划服务,包括人寿医疗保险丶储蓄丶投资及退休计划
  • 开拓香港及内地客户群
  • 建立良好的客户关系丶发展客户网络以开创商机
  • 定期了解客户的财政需要及检讨现有财务计划
  • 发展及管理专业财务策划团队

 

待遇及福利:

  • 提供良好晋升机会(可於一年晋升管理阶层)
  • 丰厚佣金加年终花红
  • 海外旅游及会议奖赏
  • 提供在职专业培训和跟进课程

 

入职要求:

  • 持有大学学历者優先
  • 持有有效香港身份证
  • 良好国内人际网络優先
  • 具备良好人际沟通技巧及表达能力
  • 成熟,有积极性,主动,外向独立及有目标感
  • 有志建立个人事业,发展成为理财策划优秀专才

  

Interest candidates please send your resume to Ms Leung via "Apply Now"

All information provided by applicants will be treated in strict confidence for recruitment purpose only