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Senior Wealth Management Manager

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-05
  • Career Level:Not Specified
  • Location:Not Specified
  • Qualification:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function: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

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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