Wealth & Protection Manager (Sales & Marketing - **Welcome fresh graduate**)

Job level Entry
Work exp No work experience To 7 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Within Hong Kong, Shenzhen (深圳), China , , , Hong Kong, China, China
Employment type
Industry Financial Services
Job function Accounting > Accounts Clerk / Accounts Assistant
Banking / Finance > Account / Relationship Management
Catering / Hospitality > Customer Service / Ambassador
Published On 31/07/2018 2018-07-31
Salary (HKD) $15,000 - $70,000 / month 15000 70000

About AIA  Challenge District  

Million Dollar Round Table (MDRT) is an international recognition / achievement that recognizes top 1% financial service professionals worldwide. AIA Challenge District has both the highest number and ratio of MDRTs in AIA in the last 10 years. It provides an excellent platform for young professionals with ambition to reach his/her potential. 

We are young and energetic, deliver good performance and service standard. 

Don't be afraid to work with the best team!




We would like to attract talented, passionate and enthusiastic graduates to ultimately create potential future leaders in our group. It’s an opportunity to gain high profile exposure across our company in Hong Kong and Mainland China through attachment in Exchange Experience and Oversea convention


In this role, you will...

  • Provide prompt client services including banking, investment and insurance. Handling clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc. 
  • To develop future business opportunity by maintaining good relationship with clients. Maintain regular contact and deliver quality services for existing clients
  • Proactively share own experience to the team and facilitates team development in the quality of service provided
  • Recommend service strategies and actions in recovering, retaining and building customer relationship 
  • Support the business unit in marketing and promotion activities and events



To be successful in this role, you should meet the following requirements:

  • University graduate , Preferrable with a degree in business, management or a related discipline
  • Sound knowledge of commercial banking services, insurance and investment products
  • Able to provide flexible, creative and authoritative service recovery solutions and alternatives to customers 
  • Good leadership skill to drive the multi-functional taskforce for implementation
  • Strong communication, negotiation & influencing skills, with the ability to interact with senior management
  • ***  Excellent command of written and spoken Chinese (Cantonese/Mandarin), Able to read CHINESE ** ( Must)
  • A good team player with excellent interpersonal and communication skills
  • Proficient in computer applications including Microsoft Word, Excel, PowerPoint
  • Good knowledge of financial operations ideally 
  • Relevant insurance and investment licenses are desired



  • Highly competitive Income + Competitive Incentive Scheme
  • With Bonus and Incentive, Estimated $500000-1000000 annual income 
  • Good Medical Coverage
  • Oversea convention or training incentive is available
  • Excellent career path to management level in 1-2 years



Application and CV submission:  https://goo.gl/forms/uwOVa4vBSdHr9FHn2 


Interested applicant please contact us by email: 

passionatefp@ gmail.com / passionatefp_hr@ sina.com