「真生活 真夥伴」是友邦保險的品牌定位。友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

「真生活 真夥伴」是友邦保險的品牌定位。

友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

 

 

Wealth Management Trainee [ wealth management solution - individual | corporate ]

Job level Middle
Work exp Less than 1 year To 15 Years or above
Education Bachelor Degree
Location
Tsimshatsui
Benefits Insurance plan, Medical plan, MPF, Performance bonus, Staff loan, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 14/11/2019
Tags

Job Highlights

  • A young professional team with high standards
  • All-rounded pre-job and on-job trainings
  • Excellent career path to management level

Job Description

Management Trainees mainly provide professional and financial advice and services to clients, and manage clients' wealth assets and portfolios through investment vehicles. Accepted candidates will work closely with an outstanding and supportive team, which has been top-ranked in Asia for 6 years. All applicants will undergo careful selection processes.

The job can be categorised as follow:

 

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • Estate Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,CHFC,RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

Requirements

  • Bachelor Degree Holder or above in all discipline. 
  • Excellent interpersonal and communication skills.
  • Energetic and outgoing.
  • Mature and self-motivated.
  • Overseas graduates and PRC students with IANG are welcome to apply.

Benefits

  • Professional pre-job and on-job trainings will be provided. Excellent career path to management level.
  • A minimum of 2 overseas trips and conventions annually.
  • Expected salary per year: HKD 550,000 or above.

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.

 

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