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Consultant, Private Wealth Management

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-06
  • Career Level:Not Specified
  • Location:Not Specified
  • Qualification:Degree
  • Salary:HK$17,000 - 45,000 /month
  • Employment Type:Freelance, Full Time, Internship, Permanent, Tempo
  • Job Function:Marketing - Brand / Product Management

Job Description

Financial planner is a rewarding profession to unleash your talent and help others realise their dreams using professional knowledge.

 

 

~~Welcome you find us in Linkedin & Facebook~~

https://www.facebook.com/aia.cl.invictus/videos/

 

 

About AIA Challenge District 

  • Million Dollar Round Table (MDRT) is an international recognition / achievement that recognizes top 1% financial service professionals worldwide. AIA Challenge District has both the highest number and ratio of MDRTs in AIA in the last 12 years. It provides an excellent platform for young professionals with ambition to reach his/her potential.

 

  • We would like to attract talented, passionate and enthusiastic graduates to ultimately create potential future leaders in our group. It’s an opportunity to gain high profile exposure across our company in Hong Kong and Mainland China through attachment in Exchange Experience and Oversea convention

 

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THE ROLE OF A FINANCIAL PLANNER:


Financial planner is a rewarding profession to unleash your talent and help others realise their dreams using professional knowledge.

  • To keep close watch on customers’ finances and serve as a close companion on their life journey
  • To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
  • Financial Instructor: to educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
  • Financial Caregiver: to accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
  • Financial Nutritionist: to strengthen customers’ finances for the prosperous growth of their assets
  • Health Insurance, Retirement scheme, Tax planning, Fund Investment, Educational fund

 


REQUIREMENT:
 

  • University graduate or above
  • Good social media/marketing skill
  • Can speak Cantonese/Mandarin
  • Good interpersonal and communication skills 
  • Good knowledge of financial operations ideally 
  • Welcome Fresh Graduate
  • Required HK Permanent ID card holder/ IANG holder/ PRC Dependent visa holders

 

BENEFIT:

  • Medical benefits
  • Stock Option
  • Attractive Performance bonus and subsides
  • Incentive trip/overseas conference
  • year-end bonus 
  • Financial allowance up to HK$50000 monthly
  • Excellent career path to management level in 1-2 years
  • Professional training to worldwide recognizable qualification
  • Comprehensive in-depth training
  • Working with Energetic people with good working atmosphere

 

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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