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Financial Planner / Management Trainee

Executive Life Company

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-02-16
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Contract, Full Time, Permanent
  • Job Function:Private Banking  Financial Services  

Job Description

Job Duties:

  • Focus on the development of current customers initiatives to provide full & one-stop service
  • Private Wealth Management services to clients
  • Monitor and analyze client's investment portfolios
  • Handle clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc.
  • Develop professional network and explore further business opportunities in Hong Kong & China
  • Support the business unit in marketing and promotion activities and events.



Requirements :

  • Graduate of a Degree, Associate Degree and /or Higher Diploma Program 
  • Overseas fresh graduates and Mainland Chinese graduates (IANG) are welcome
  • 2-3 years experience in sales /communication / relationship management field would be an advantage
  • Energetic, aggressive and self-motivated
  • Excellent interpersonal, communications and presentation skills
  • Candidate must be Hong Kong Permanent Resident or IANG (Non final-year students will be considered as internship program)

 

Benefits:

  • Attractive remuneration package and staff benefits
  • Double Pay, Annual Leave
  • Paid Sick Leave, Medical Benefits, Year End Bonus
  • Opportunities for professional and personal development
  • Creative & friendly working environment
  • Monthly Allowance (10K or above for University Graduate)



Candidates please send your resume to Ms Yip

Please click APPLY NOW to submit your resume.

Company Info

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region.

Our Vision is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.

Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.

 An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio. 

If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this platform will fulfill your aspirations.

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