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私人财富管理经理 Private Wealth Management Manager (Welcome IANG)

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2018-05-29
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time, Internship, Permanent
  • Job Function:Business Development  

Job Description

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:

  • 提供良好晋升机会(可於一年晋升管理阶层)
  • 发展及管理专业财务策划团队
  • 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
  • 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

 

 

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 welcome 

 

Job Descriptions:  

  • Monitor and manage risk levels of investment portfolios
  • Evaluate and review various investment tools’ potential risks and returns
  • Provide solutions and advices on investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Prepare presentations and proposals for clients and internal use

  

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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