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Wealth Management Manager / Financial Planner / Management Trainee

AIA International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-08-31
  • Career Level:Entry Level
  • Location:Kowloon Bay
  • Qualification:Degree
  • Employment Type:Full Time, Permanent, Internship
  • Job Function:Design  Industrial / Product  Beauty Care / Health  Nutritionist  E-commerce  
  • Benefits:Life insurance, Medical insurance, Performance bonus, Travel allowance

Job Description

  •     Assess clients’ financial situations by conducting financial needs analysis
  •     Analyse and provide professional financial advice based on clients’ need
  •     Provide comprehensive wealth management services to clients from Hong Kong and China market, including but not limit to risk management, asset allocation, estate planning, retirement planning etc.
  •     Develop and maintain close relationship with clients and keep track their financial portfolios
  •     Acquire up-to-date financial knowledge and news and share to clients


 We are looking for

  •     Degree holder in all discipline (Fresh graduates will also be considered)
  •     Entrepreneurship with positive mindset
  •     Mature, self-motivated, hardworking and willing to learn
  •     Energetic, passionate, outgoing and good team spirit
  •     Excellent interpersonal and communication skills
  •     Good command of written and spoken English and Chinese, fluency in Mandarins would be an advantage
  •     Experience in banking industry will be an advantage
  •     Experience in aviation/tourism, hospitality/retail/customer service industry are welcomed

 We offer attractive remuneration

  •     Expected annual income: HKD 500,000 or above
  •     Professional training and mentorship program (Pre-job and on-job training on how to be MDRT qualifier)
  •     IIQE Paper 1 & 3 Licensing Training
  •     Excellent career path to management level, fast track promotion program included
  •     Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits (life insurance, medical insurance and etc.)
  •     Overseas trips and conventions

 (All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Policy, which is available immediately upon request. Reserves the right to modify the terms and conditions of package offered.)

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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