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Wealth Management Trainee (Welcome Fresh Graduates & IANG Holders)

AXA China Region Insurance Company Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2019-05-18
  • Career Level:Entry Level
  • Location:Tsim Sha Tsui
  • Qualification:Degree
  • Salary:Base salary + high commissio
  • Employment Type:Contract, Freelance, Full Time, Internship, Part T
  • Job Function:Management
  • Benefits:Double pay, Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus, Travel allowa

Job Description

Job Highlights
  • A young professional team with high standards
  • All-rounded pre-job and on-job trainings
  • Excellent career path to management level
Job Description

Job Description

Management Trainees mainly provide professional and financial advice and services to clients, and manage clients' wealth assets and portfolios through investment vehicles. Accepted candidates will work closely with an outstanding and supportive team. All applicants will undergo careful selection processes.

The job can be categorised as follow:

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • Estate Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,CHFC,RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

Requirements

  • Bachelor Degree Holder or above in all discipline. 
  • Excellent interpersonal and communication skills.
  • Energetic and outgoing.
  • Mature and self-motivated.
  • Overseas graduates and PRC students with IANG are welcome to apply.

Benefits

  • Professional pre-job and on-job trainings will be provided.
  • Excellent career path to management level.
  • A minimum of 2 overseas trips and conventions annually.
  • Group medical is provided

Company Info

AXA安盛為AXA安盛集團之成員。AXA安盛集團是全球領先的保險公司,業務遍佈54個市場,以「致力守護,推動未來」的宗旨,服務全球1.05億名客戶。

作為業務多元化的保險公司,我們提供人壽、健康及一般保險的全面保障及服務,目標是成為個人、企業及社區的全方位保險和健康生活夥伴。

我們的核心服務承諾是透過積極聆聽客戶意見及利用科技和數碼轉型,不斷創新產品和豐富客戶體驗。

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