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财富管理顾问/ 财富管理经理 Wealth Management & Protection Management (Internship / IANG Program)

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2016-10-12
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time
  • Job Function:Financial Services  Business Development  Marketing - Direct Marketing  
  • Benefits:Education allowance  Medical insurance  Performance bonus  Travel allowance

Job Description

我們是Challenge District的一個专业團隊,(是MDRT人数最多的冠军区和MDRT最高百分比的冠军区域(百万圆桌专业的团队:是国际公认的卓越的人寿保险和金融服务业务的标准,其中只有不到1%的成员在同行业中表现最佳)- 在过去超过连续10年,Challenge District171区中最顶尖的团队),因此在此環境下,我們創造了一隊優秀團隊,業績超凡,屢獲殊榮。我們團隊著重專業操守,創業精神,及富有個人魅力與活力自信。成員來自香港、中國內地及海外、碩士學位MBA、香港財務策劃師CFP、香港會計師CPA 、學士學位及IANG內地畢業生,能提供專業財富及保障分析和產品給不同層面的客戶。我们正在寻找的高素质人才加入我们的百万圆桌(MDRT)团队帮助其成员向MDRT迈进

 

工作范围:

  • 为在港大陆背景客户及大陆客户提供财富保障及财富增值方案的建议,包括:保险、退休计划、离岸信托、全球基金投资、海外房产购置等。
  • 与客户保持良好的沟通,及时处理保险赔偿以及理财策划服务;
  • 参与团队配合,赴内地扩展客户及合作网络;
  • 发展及管理专业财务策划团队

要求:

  • 香港本科,专业不限;
  • 仅限大陆背景求职者,并且拥有IANG或者香港受养人签证;

待遇及福利:

  • 发展及管理专业财务策划团队
  • 操流利普通话,能操粤语和英语优先
  • 赞助考取国际认可CFPCFA 等专业资格

 

***只接受香港身份证或IANG***

申请方法:有意加入我们同创成功的朋友,请按"Apply Now" 提交简历表

 

 

We are a professional team from Challenge District (the Champion District of Highest Numbers of MDRT and Highest % of MDRT (Million Dollar Round TableIs recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years, Challenge District is the Top No.1 out of 171 Districts),and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of CFA and CFPCM designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

 

Requirements:

  • Bachelor degree holder or above, preferably with major in Business Administration, Finance, Accounting, Economics or relevant disciplines
  • Excellent Interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese)
  • Previous related working experience is an advantage
  • Mainland Chinese graduates (IANG) are welcomed

Job Descriptions: 

  • Monitor and manage risk levels of investment portfolios
  • Evaluate and review various investment tools’ potential risks and returns
  • Construct and organize investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Prepare presentations and proposals for both internal and client usage

We offer:

  • Comprehensive training program and mentorship program
  • Excellent career path to management level
  • Medical scheme and study allowance
  • CFA, CFP or AFP examinations resources and support with individual sponsorships

  Hong Kong ID Card Holders  and IANG  visa Only

Interested parties please send full CV  by clicking “Apply Now” button.

All information provided by applicants will be treated in strict confidence, and used for recruitment purpose only.

 

Company Info

AIA is the largest life insurance organization in the Asia-Pacific region since 1919. It provides individuals and businesses with products and services in investment management, retirement management, conservation management and risk management. AIA maintains more than 23 million active policyholders in the region through an extensive network of more than 320,000 agents and approximately 23,500 employees across 15 regional markets.

Subsidiaries, and affiliated companies of AIA Group, including Australia, Brunei, the Chinese mainland, Hong Kong, Macau, India, Indonesia, Malaysia, New Zealand, the Philippines, Singapore, Korea, Taiwan, Thailand and Vietnam.

AIA Insurance Holdings Limited, stock code "1299" on the Stock Exchange of Hong Kong Stock Exchange listed on the Main Board.

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