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Wealth Management Manager(歡迎IANG/國内畢業生/受養人簽證 )

Company Confidential

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-10-17
  • Career Level:Entry Level
  • Location:Causeway Bay
  • Qualification:Degree
  • Salary:HK$17,000 - HK$45,000 /month
  • Employment Type:Full Time, Permanent, Contract
  • Job Function:Insurance  Insurance Agent / Broker  Banking / Finance  Wealth Management  Management&nb
  • Benefits:Life insurance, Medical insurance, Performance bonus, Flexible working hours

Job Description

About our Team:

AIA CHALLENGE District, the No.1 district with the highest number and a percentage of qualified member of MDRT for 14 consecutive years. We are young and energetic team,Join our team would be a great opportunity to understand the society and financial industry and provide fast track management trainee to career path.

入職要求:
  • 有目標感、責任心; 對工作有熱誠,能主動學習
  • 良好的溝通能力,善於團隊合作
  • 持有大專   (Associate Degree/Higher Diploma) 或以上學歷

工作職責:

  • 瞭解客戶需要,提供個人化的財務方案 ,包括:風險管理、投資策劃、退休策劃、 及子女教育基金
  • 開拓團體醫療保障及僱員褔利保障業務,及商業保險業務
  • 提供專業售後服務

福利待遇:

  • 每月津貼+豐厚佣金+年底花紅
  • 彈性工作時間安排
  • 在職培訓及專業提升課程
  • 快捷及公平的晉升管理層階梯
  • 公司供股計劃優惠
  • 海外會議及旅行
  • 團體醫療福利
Job Highlights
  •  Full sponsorship of insurance license exams
  •  Fast Start Monthly Bonus ($15,000 - $50,000)
  •  MDRT District with over 25-year history in AIA
Job Description

Requirements:

  • Self-motivated, target-oriented, eager to learn, and responsible
  • Wealth Management Manager: Bachelor’s degree in any discipline 
  • Financial Planner: Associate Degree/Higher Diploma with 2-year work experience 

Responsibilities:


  • Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
  •  Develop corporate solutions (group medical and MPF) business 
  • Establish and maintain client relationship by providing quality after-sales services
  • Work closely with team head and internal departments that facilitate cross-selling opportunities

Benefits:

  • Attractive income package, including monthly and year-end bonuses
  • Flexible working hours with work-life balance
  • Transparent and fast-track career development to management level
  • Structured training program and mentoring by a team of well-experienced MDRT managers
  • Company stock purchase scheme
  • Overseas conventions and incentive trips
Interested candidates, please contact us Whatsapp 54919304 for company details before applying.

***********  Hong Kong Residents and IANG Visa Students are welcome**********

Company Info

We refined its market-leading role in financial protection and wealth management. Manulife’s portfolio of financial products includes life insurance, pensions, mutual funds, annuities, group benefits and MPF Services. Our more than 20,000 employees and thousands of distribution partners now serve millions of customers in 21 countries and territories around the world.

At Manulife, we are creating opportunities in our Financial Management teams for dynamic professionals to work with our expanding customer portfolio.

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