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Finance Planner/ Wealth Management Manager (Full Time / Part Time / Internship) 財富管理經理 (實習生計劃也接受申請)

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-08-01
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$14,000 - 35,000 /month (includes high commissio
  • Employment Type:Contract, Full Time, Internship, Part Time
  • Job Function:Financial Services  Insurance Agent / Broker  Student / Fresh Graduate / No Experience  

Job Description

Job Descriptions: 

  • Professional Financial Services Provision to Clients 
  • Wealth Management & Portfolio Advice
  • Share Marketing Strategies in Team
  • Self Continuous Improvement 

We Offer:

  • Flexible working hours
  • Incentive Trips
  • Well-structured Pre-job and on-job training program 
  • Excellent career path to Management Level
  • Friendly and professional working environment
  • Basic Salary 15K-50K+ High Commission Package 

 We are Looking For:

  • Self-motivated and Self-driven
  • Looking for Career Development and Growth
  • Seeking to create values and contribute

 Our Requirements:

  • Degree holder in any discipline (Fresh Graduates / IANG are welcome)
  • Excellent communication and interpersonal skills
  • Related working experiences is an advance
  • HKID holder
  • Fluent in Mandarin or Cantonese
  • Internship (3 Days)(10/8、14/8、15/8) +  Other Activity(Certificate)




AIA Challenge Team

  •  欢迎香港和有志于留在香港工作的内地毕业生
  • 一站式专业精英培训课程,为工作开展提供有力支持
  • 快速晋升至管理层,提供广阔的发展前景
  • 专业的发展计划,助您迅速获得业界公认世界最高荣誉百万圆桌会(MDRT)认证
  • 月薪可达港币15K-50K, 另有每月极具吸引力的佣金和奖金
  • 旅游奖赏和海外会议
  • 坐班时间灵活,工作氛围活跃友善


-       为香港及内地客户提供专业的金融服务

  • 财富管理及投资组合建议
  • 投资策划
  • 退休策划
  • 风险管理策划

-       团队管理

  • 规划团队策略
  • 建立、管理专业团队
  • 分享市场策略

-       持续的自我增值

  • 实现专业目标(MDRT,CFPCM,ChFC,RFP,RFC等)
  • 获得最新的专业金融信息
  • 提升金融分析、人际沟通技能



  • 持有大学或以上学历;
  • 欢迎往届/应届毕业生;
  • 香港永久居民或持有有效在港证明(包括HKIDIANG受养人签证);
  • 对金融/理财/规划策划/客户服务等感兴趣
  • 外向,进取,乐于接受挑战;
  • 良好的人际沟通技巧及理解能力;
  • 掌握流利普通话或粤话。 
  • 掌握流利普通话或粤话。 
  • 实习生计划(3天)(10/8、14/8、15/8) +  其他活动(证书)  


If you're a talented individual looking for a friendly and professional working environment, simply APPLY NOW with your resume and expected salary.  Alternatively, you can contact us at 2895 8333 (Ms. Vanness Wong)

Company Info


We are a professional team from Challenge District  - the Champion District of Highest Numbers 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) 

Our team consists of experienced Accountants, Bankers, Professionals and Holders of CFA and CFPCM designation. We are looking for high caliber individuals to join our MDRT team.



More about us:  

1) https://www.youtube.com/watch?v=2dM9Mk6hrOw

2) https://www.youtube.com/watch?v=RqebyVgKUI0



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