AIA, established a full-service business model that offers wealth management and insurance solution services to clients. Our business has attained remarkable achievements and is keep growing. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance...

 

AIA, established a full-service business model that offers wealth management and insurance solution services to clients. Our business has attained remarkable achievements and is keep growing. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. If you’re looking for a career that will give you plenty of opportunities to develop, join us and your future will be rich with potential. AIA, offers opportunities, support and rewards that will take you further.

 

客戶財富管理及財務策劃顧問職位 ( 廣東話 / 普通話 ) - 目標年收入 HKD 560,0000 或以上

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Within Hong Kong
Employment type Full Time
Benefits Flexible working hours
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Marketing / Public Relations > Others
Sales / Business Development / Customer Service > Business Development
Published On 04/09/2021

 

Principle Responsibilities:

  • Conduct financial needs analysis for clients and subsequently provide solutions based on client risk appetite and budget constraint
  • Good understanding and apply an in-depth level of knowledge in four main facets in which included risk, saving, investment, and retirement management, and also financial planning
  • Actively identify prospects and establish contact with them / convert prospects into clients, and also deepen the client relationship
  • Learn the trends in the wealth planning industry in different regions, make sure these are communicated via all-round Wealth Solutions and implement necessary changes in order to achieve the long-term goals of the individual and his or her family
  • Ensure timely documentation of client information and applications

 

The Successful Candidates:

  • Hong Kong citizen / with valid work permit
  • University degree in any areas, major in Finance, Economics and related fields would be an advantage
  • Fluency in Chinese ( Cantonese / Mandarin ), both verbal and written
  • Ability to communicate effectively with good interpersonal and presentation skills
  • Meticulous and detail oriented
  • Career Returners are welcomed to apply

 

Benefits:

  • Title of Wealth Management Manager / Financial Planner will be given
  • Prime office location at Hong Kong Island with diverse and inclusive workplace
  • Dynamic team culture with full back-end support
  • Commission for every deals ( uncapped number of deal ), Year-end bonus, Extra bonus for exceeding business target, New joiners’ Monthly Allowance of business support , Opportunities of Free Overseas Convention and Travel
  • Sponsorship for qualification of IIQE
  • AIA Medical and MPF Scheme

 

The information provided by applicants will be used solely for recruitment related purpose.