Wealth Management Manager (Advanded Level)
AIA International Limited
- Company Industries：Financial Services
Job Information
- Post Date：2020-04-01
- Career Level：Middle
- Location：Not Specified
- Yr(s) of Exp：1 years
- Qualification：Degree
- Salary：Salary provided
- Employment Type：Full Time
- Job Function：Insurance Agent / Broker
Job Description
Requirements:
l Bachelor Degree holders (Fresh graduates are welcome)
l Be able to work in Hong Kong (Work permit/Visa in Hong Kong)
l 1-2 years of working experience in related discipline will be an advantage
l Excellent interpersonal and communication skills
l High level of confidence, strong desire to achieve and succeed
l Good command of spoken and written Chinese, fluent in mandarin will be an advantage
Responsibilities:
l Provide appropriate financial plan to clients
l Provide investment recommendations to clients through constant communication
l Market news update to clients and analyze financial data
l Provide wealth and protection management (i.e. insurance products, MPF, saving management, retirement planning, tax planning, children’s education fund)
l Prepare and revise financial plans for clients
l Ability to build relationships by providing superior customer service
l Expand the personal customer network, ability to generate new clients through networking and referrals
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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