With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.

With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.

Wealth Management Service - Manager / Financial Planner ( Cantonese speaking )

Job level Entry
Language Chinese - Cantonese
Location
Not Specified
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Administration > Others
Banking / Finance > Private Banking / Wealth Management
Published On 15/04/2021

 

Your challenging new role:

  • Develop and promote Management Service Businesses of Wealth Management, Risk Management, Retirement Management and Saving Management
  • Maintain the AIA brand and positive reputation in the market place, including delivery of high-quality customer functions
  • Foster a culture that aligns personal performance objectives with strategic objectives
  • Build and maintain loyalty relationship with your clients and prospective clients by using CRM platform
  • Prepare presentation proposal, follow up medical reports and appointment of doctor visit, accurate process of underwrite and claims

 

The talents we are inviting:

  • University graduates ( Graduates of 2021 are welcomed to apply ) who graduated not more than 5-year
  • Hong Kong residents required
  • Fluent Cantonese speaking, with basic conversational level of Mandarin
  • Ability to work independently and in a team
  • Detail-minded, good communication and interpersonal skill
  • With academic background of International School would be a plus point

 

In return, we provide you:

  • New joiners’ monthly allowance scheme
  • Full commission scheme
  • On-target bonus
  • Extra bonus of exceeding business achievement
  • Flexible work schedule after daily meetings
  • Business Licenses subsidy
  • Sponsorship ( round-trip air tickets and hotel accommodation ) of companies’ overseas conventions and trips
  • Systematic pre-job and on-job training

 

Do you love continuous learining?

We will provide you lots of learning opportunities to let you establish and maintain your own knowledgebase in all-round wealth management and financial service, legal service and medical treatment service.

 

Do you want to step in management level?

Our performance-based career ladder is clear and achievable. Meanwhile, there are also some local and international awards ( eg, MDRT, RFP, LUA, etc. ) to make your career more fruitful.

 

 

[ Important Notice for all applications ]

  • All personal data collected will only be used for recruitment related purpose only, will not transfer to the 3rd parties.
  • Each applicant can only be invited for the 1st round interview with ONE time only with the same role within latest 6-month, duplicated applications will be withdrawn.
  • Work Visa application will not be provided / sponsored for these openings.