Wealth Manager (財富管理經理)

Job level Entry
Education Not applicable
North Point
Employment type Full Time
Benefits 13-month pay, 5-day week, Paid overtime, Performance bonus
Industry Insurance
Job function Insurance > Insurance Agent / Broker
Published On 16/05/2018

About the AIA Group


AIA Group Limited and its subsidiaries comprise the largest independent publicly listed panAsian life insurance group in the world. It has wholly-owned main operating subsidiaries or branches in 14 markets in Asia Pacific Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau and Brunei and a 26% joint venture shareholding in India




We are currently seeking a high calibre professional to join our team as Wealth Management and Protection Manage (Welcome IANG student)




Our benefits:


  • Monthly allowance ($20000 - $50000) + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Professional training program AIA Premier Academy (Pre-job and on-job training on how to be MDRT qualifier)
  • Excellent career path to management level
  • Overseas trips and conventions
  • Gain internationally recognized professional qualification and honor




Job Description:


  • Understand customer needs and recommend appreciate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
  • Provide comprehensive and professional financial services such as Risk Management Planning, Investment Planning, Wealth Management and Retirement Planning
  • PRC Business
  • Responsible for the development of PRC Business
  • With the support of the company, offer proactive and personalised financial services to the affluent segment customer 






  • Degree holder in all discipline
  • IANG holder or Hong Kong permanent resident
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese and English is a must, Mandarin is advance
  • Fresh graduates are welcome to apply




Interested parties please send full CV by clicking “” button


You can contact Fonnie at 3727 7100 or Steven at 97711276 or easy send the resume by clicking






Work Hard and Play Hard! We look forward to your joining! 
















  • 月薪可達$20,000-50,000+佣金+年終花紅
  • 合格的申請者將被推薦加入AIA Premier Academy 精英培訓計劃,得到完整的財富管理專業知識,力爭第一年就達到百萬圓桌MDRT的資格
  • 合格的申請者初期將以津貼+佣金+年底花紅(1050K)的薪酬模式(取決於面試情況)
  • 良好的晉升階梯,可於1-2年晉升至管理層,建立自己的團隊
  • 設有完善福利制度
  • 到外地公幹及出席海外會議的機會,多方面與業內精英學習
  • 考取國際認可專業資格及榮譽






  • 本科或以上學歷
  • 持有IANG及香港身份證 / 香港永久居民
  • 良好溝通技巧,目標感強,成熟有上進心
  • 有工作熱情,團隊精神,樂觀好學
  • 熟識國內業務,操流利普通話者優先






  • 為客戶提供專業理財咨詢
  • 拓展新客戶關系,尤其是中國內地市場
  • 策劃及參與不同類型的推廣活動
  • 建立及管理專業財務策劃團隊
  • 提供專業於財富承傳,企業傳承,規劃遺產的計劃
  • 為在港大陸背景客戶及大陸客戶提供財富保障及財富增值方案的建議,包括:保險︑退休計劃︑離岸信托︑全球基金投資︑海外房產購置等
  • 與客戶保持良好的溝通,及時處理保險賠償以及理財策劃服務
  • 參與團隊平台資源配合,共同拓展中國大陸客戶及合作網絡
  • 不斷學習財富管理方面的知識,為客戶提供最新的市況信息




AIA也提供Executive Development Programme專業培訓配合您的事業發展。




  • 持有大學學位和擁有豐富的銷售工作經驗
  • 志願成爲企業家並具有進取心
  • 沒有保險銷售經驗
  • 工作經驗5年以上
  • 年收入達35萬元




歡迎加入AIA Executive Development Programme!




我們是香港友邦保險營業部門屬下的優秀團隊 Success Yes




You can contact Fonnie at 3727 7100 or Steven at 97711276 or easy send the resume by clicking




Work Hard Play Hard!我們期待你的加入!