Hong Kong [Change Country] Hong Kong JobsHong Kong Banking / Finance JobsHong Kong Financial Services Jobs Employers / Post Job
[ Log On ]

Wealth Management & Protection Manager / Financial Planner

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-03-26
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Financial Services  Insurance Agent / Broker  

Job Description

财富管理及保障经理 (大中华市场)

工作范围:

  • 为客户提供专业的财务策划服务,包括人寿医疗保险丶储蓄丶投资及退休计划
  • 开拓香港及内地客户群
  • 建立良好的客户关系丶发展客户网络以开创商机
  • 定期了解客户的财政需要及检讨现有财务计划
  • 发展及管理专业财务策划团队

待遇及福利:

  • 提供良好晋升机会(可於一年晋升管理阶层)
  • 丰厚佣金加年终花红
  • 海外旅游及会议奖赏
  • 提供在职专业培训和跟进课程

入职要求:

  • 持有大学学历者優先
  • 持有有效香港身份证
  • 良好国内人际网络優先
  • 具备良好人际沟通技巧及表达能力
  • 成熟,有积极性,主动,外向独立及有目标感
  • 有志建立个人事业,发展成为理财策划优秀专才

 

 

Manager, Wealth Management & Protection

A comprehensive and systematic premier academy program designed for graduates which aims at developing high calibre individuals to provide financial planning services to High Net Worth individuals and corporate clients.

Scope:

  • Risk Management & Insurance Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Hong Kong and China business

Responsibilities:

  • Acquire and share up-to-date financial management and health knowledge to clients
  • Develop and expand client network with good relationship management
  • Provide financial planning advice and services to clients with regular review and monitoring

Benefits:

  • Monthly allowance plus attractive commission and performance bonus
  • Professional and comprehensive training program towards International recognized Professional Destinations (e.g. MDRT*, CFPCM Practising, etc...)
  • Clear management executive career path development
  • Free overseas convention and incentive trips to widen exposure
  • Personal Growth , recognition and achievements
  • Flexible working hours

Requirements:

  • Bachelor degree from recognized Universities (2-3 years workings experience preferred)
  • Well organized with good sense of responsibility
  • Self-Motivated, outgoing and target driven
  • Good communication and presentation skills
  • Energetic, Eager to learn and able to work under pressure
  • With China Market background and connection is an advantage
  • Fluency speaking in English, Cantonese and Mandarin
  • HKID card holder 

*MDRT represents top 1% elite of world's leading life insurance and financial services professionals. Annual income of MDRT exceeds HKD500, 000.

 

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.

Apply
Position Company Location Update
Subscribe job alert by email:
Email marketing by Spread