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Wealth Management Manager / Wealth Management Trainee (Fresh Grad/ IANG are welcome)

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-06-19
  • Career Level:Not Specified
  • Location:Tsim Sha Tsui
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Management
  • Benefits:Double pay, Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus, Transportatio

Job Description

We are a professional team from Challenge District (the Champion district of highest % of MDRT and largest number of Million Dollar Round Table (MDRT). MDRT is recognized internationally as the standard of excellent in the life insurance and financial services business, which less than 1% of the top performers in the industry) - over the past consecutive 10 years out of more than 200 districts. And our team consists of fresh graduates, experienced accountants, bankers, professionals and holders of CFA and CFPCM designation.

 

 

Wealth Management Manager /

Wealth Management Trainee (Fresh Grad/ IANG are welcome)

 

 

Job Descriptions: 

 

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning 
  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
a. Risk Management
b. Retirement Planning
c. Asset Allocation
d. Estate Planning
  • Build up close business relationship with clients and review their financial portfolios
  • Build up and manage financial planning team

 

Requirements:

  • University graduates with Bachelor or master’s degree in any discipline
  • Previous related working experience is an advantage (experience in banking industry or similar background in Hong Kong or mainland will be an advantage)
  • Hardworking, independent and sophisticated at working under pressure
  • Good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills
  • Proficient at written English, Chinese and excellent at Mandarin
  • Candidates with valid Hong Kong Identity Card is a MUST

 

 Benefit:

  • Monthly Salary ($15,000-$50,000)
  • Year-end bonus 
  • Five-day work week, follow public/ general holiday  
  • Well-structured and comprehensive training program (pre-job and on-job training)
  • Excellent career path, one-year fast promotion to management level
  • Overseas trips and conventions

 

 

 

Attractive remuneration package will be offered to the right candidates. Interested parties please click "APPLY NOW" to submit your full resume.

 

 

 

 

 

 

 

 

 

 

 

All personal data collected will be used for recruitment related purposes. The personal data collected will be destroyed within 6 months of receipt.

 

 

 

 

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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