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財富管理培訓生;;財富管理經理 Wealth Management Trainee//Management Manager(AIA International Ltd)
公司簡介
AIA International Limited
AIA is the largest independent publicly listed pan-Asian life insurance group. For almost a century, we have served millions of people all around the Asia-Pacific region.
入職要求︰
- DSE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
工作範圍︰
- 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
- 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
- 不斷在個人興趣及業余愛好方面增值
Responsibilities
- Providing & Marketing comprehensive financial, asset & risk management services to High Net Worth individuals mainly in Hong Kong and Mainland China
- Establish, Maintain and expansion of relationship with High Network PRC clientele
- Customer satisfaction is paramount for the success of this position
We offer
- Monthly income from HK$10,000-$50,000 with commission and year-end bonus
- Overseas learning experience
- Comprehensive training: provide you a good understanding of Wealth Management core business and structure, gain good insight of total client relationship management
- Fast track promotion to management level within 1 year
- Gain accreditation from the internationally acclaimed Million Dollar Round Table association
- Opportunity to explore PRC business
Requirement
- HKID Card Holder
- Form five graduate or equivalent
- Fresh gradates are welcome
- Good communication and interpersonal skill
- Mature, hardworking and self-motivated
- Native Mandarin Speaker or PRC background is preferable
- Energetic and willing to learn
職位詳情
- 行業
- 金融服務 / 投資 / 證券
- 職能
- 會計 > 會計 / 財務經理, 銀行 / 金融 > 客戶 / 關係管理, 銀行 / 金融 > 私人銀行 / 財富管理
- 地區
- 香港境內
- 發佈日期
- 2026年7月23日
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