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Senior Wealth Management Manager

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-07-31
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Financial Services  Insurance Agent / Broker  

Job Description


  • To provide one stop and comprehensive wealth management services:
  • Client relationship building and management.
  • Client situation analysis, solution suggestion, post-sale support and advice
  • Team management, training delivery and business planning, recruitment (Managerial Level)


Dimension of business:

  • Personal financial planning
  • Family financial planning
  • High net worth wealth management business
  • PRC visitors concentrated business


Financial Planning and Wealth Management Services:

  • Investment Planning
  • Saving Planning
  • Risk Management Planning
  • Retirement Planning
  • Estate Planning
  • Planning and Referral
  • Requirements:
  • Field experience in financial planning from insurance industry (Advisors from IFA and RMs of banks are welcome)
  • Seeking breakthrough and improvements.
  • Seeking career development with proper approach
  • Ability to speak Mandarin & Cantonese

We provide:

  • Professional training program (Pre-job and on the job)
  • Mentoring system with personalized coaching and support
  • Attractive tailor-made compensation package, bonus, allowances, company stock purchasing scheme, overseas conventions etc.
  • MDRT, COT, TOT environment, which is positive and energetic.
  • PRC visitors related business expertise and supportive program.
  • Fast track Program to Management level within 12 months


All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. AIA reserves the right to modify the terms and conditions of package offered.

Note: “AIA”, “we” or “our” herein refers to AIA International Limited (Incorporated in Bermuda with limited liability).



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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