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Wealth Management & Protection Manager / Financial Planner

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-06
  • Career Level:Not Specified
  • Location:Not Specified
  • Yr(s) of Exp:0 years
  • Qualification:Degree
  • Salary:Base salary + high commissio
  • Employment Type:Full Time
  • Job Function:Insurance Agent / Broker

Job Description

AIA Group Limited established its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.


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 over 12 times. It provides an excellent platform for young professionals with ambition to reach his/her potential.


Wealth Management & Protection Manager / Financial Planner:

  • Communicate and identify financial needs for international clients
  • Analyze and provide total package financial services planning
  • Provide prompt client services including banking, investment and insurance
  • Handle clients' inquiries, monitor funds transfer, prepare marketing presentations etc.
  • Develop future business opportunity by maintaining good relationship with clients
  • Proactively share own experience to the team and facilitate team development in the quality of service provided
  • Support the business unit in marketing and promotion activities and events



  • University graduate (Fresh Graduate/ IANG holder/ Dependent visa holder are welcomed)
  • Good leadership skill to drive the multi-functional task force for implementation
  • Good command of written and spoken Chinese
  • Good interpersonal and communication skills



  • Competitive remuneration package, including attractive performance bonus and subsides, quarterly incentive trip, annual overseas conference and year-end bonus will be offered to the right candidate.
  • Excellent career path to management level in 1-2 years professional training to worldwide recognizable qualification Million Dollar Round Table (MDRT) Comprehensive in-depth training with personal coaching
  • Medical benefits


Interested parties, please contact us by 2839 6158 or apply below.

Note: Candidates with less experience will be considered for the position of Wealth Management Consultant or Wealth Management Assistant Manager. Personal data collected will be used for recruitment purpose only.

Company Info



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