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Senior Wealth Management Manager

AIA International Limited

  • Company Industries:Insurance / Pension Funding

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

Duties:

  • 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

About AIA

With longer life expectancy and tightened government expenditure on social welfare, Financial Planning and Wealth Management are becoming more crucial to the livelihood of us. 

AIA has been serving Hong Kong for decades. Since 1995, we have been putting in huge resources to nurture many financial planning elites to provide sound financial advice to customers, helping them understand how every financial decision they make will have a bearing on their future plans.

With all rounded system support and training, you can learn how to be a successful manager in AIA and provide professional financial services to the clients.

 

Success Takes You To The Next Level !

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