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Private Wealth Management 私人财富管理经理/实习生(IANG/高才優才計劃)

[Conversion] Chau Wan Yu, Joyce

  • Company Industries:Others

Job Information

  • Post Date:2024-05-15
  • Location:Tsim Sha Tsui
  • Employment Type:Full time
  • Others:有兴趣于金融投资理财三方面的发展,活学活用增值自我,为追求梦想踏出“第一步”
    专门针对内地高材的精英计划,区域拥有20年发展大中华地区高端市场经验
    开心团队,充满热诚
  • Job Function:Corporate  Finance  Investment  Banking  

Job Description

Private Wealth management 私人财富管理经理/实习生 

(欢迎 IANG/国内毕业生/高才优才通/受养人等签证) 
AIA INTERNATIONAL LIMITED 友邦保险 尖沙咀 
把握通关机遇,建立事业优势 

*️ 可以安排视像面試️* whatsapp:61596651 

入职要求:我们将优先考虑 
• 拥有高等学历的申请者! 
 • 持有香港身份证或香港Working Visa或IANG的申请者! 
 • 有目标感、责任心; 对工作有热诚,能主动学习 
• 良好的沟通能力,善于团队合作 
• 持有大专 (Associate Degree/Higher Diploma) 或以上学历 
• 欢迎 IANG/国内毕业生/高才优才通/受养人等签证 
 
工作职责: 
• 学习最新的金融管理和市场分析 
• 向客人提供全面性的金融和财务建议 
• 管理现有的并持续积极开拓新的高质人际网络 
• 为客户提供专业的财务策划服务,包括保险丶储蓄及投资计划 
• 提供中资产人士资产配置方案 
• 为高端客户提供遗产规划意见 
• 发展及管理专业财务策划团队 
• 开拓家族办公室业务 
 
福利待遇: 
• 各项津贴+丰厚佣金+ 年终奖金及花红 + 免费海外会议机票与酒店 
• 提供保险执照培训课程,助您成功考获专业资格 
• 推荐加入友邦精英学院(合资格者) 
• 见报/上杂志/专业团队制作影片相片刊登社交平台 
• 弹性工作时间安排 
• 快捷及公平的晋升管理层阶梯 
• 团队资源(会所会籍,考试津贴,试题库,产品培训,销售实用信息等) 
• 在职培训及专业提升课程由连续10 年MDRT/COT/TOT 领导教授,助你快速增加收入扩充人脉,大量成功案例,信心保证。 

如果你是在校大学生,我们诚意邀请您加入我们百万年薪的行列! 我们有实习生在学期间,加入第一年已达到百万圆桌会资格。 快将要毕业的你,请把握时间,加入我们,方法正确肯努力,  百万年薪不是梦,就由今天赢在起跑线!

如果你是在职人士,在事业的瓶颈,不如来一场转型,由今天开始真正为自己而活,建立自己的事业,实践自己的梦想! 

 如果你是行业百万年薪人才,欢迎来感受一下没上限的被动收入! 疫情下,已经有不少出名的公司,企业老板及管理层加入,不但进一步整合自身资源,在个人业绩上轻松完成MDRT/COT/TOT外,更极速发展团队,成为管理层,与本身工作达到WIN-WIN双赢局面。 

 Job Description*

- Partner with the team manager to establish connections in Hong Kong, Mainland China, and around the globe, and achieve the Million Dollar Round Table (MDRT) and personal achievements.

- Conduct comprehensive financial analysis for clients and provide extensive financial solutions, including Wealth Management & Portfolio Advice, Investment Planning, Retirement Planning, and Risk Management Planning.

- Excite prospects about AIA's offerings and communicate the benefits of Wealth and Risk Management Solutions, Investment, Insurance, Retirement, and Legacy Planning.

- Use fintech to streamline business processes for iPad-based business in a flexible manner.

- Provide exceptional customer care, a personalized approach, high-quality after-sales services, and evangelize AIA to potential customers.

 

*Our Team*

- Top Team of Challenge Family, which is a top-performing family under AIA, established by Mr. Terence Yee in 1994.

- High proportion of success, including consistent achievement of the highest number and highest percentage of Million Dollar Round Table (MDRT) status.

- Young and energetic working environment that nurtures team members to become future entrepreneurs.

- Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape.

- Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth.

 

*We are looking for*

- University Graduates with Bachelor's or Master's Degrees in any discipline. Less experienced candidates will be considered as Associate Trainees.

- Hong Kong permanent residents or IANG/TTPS/QMAS visa holders or candidates who are eligible to apply for the visa.

- Strong communication and interpersonal skills.

- Fluent oral and written expression in both Chinese & English. Knowledge of Mandarin is an advantage.

- Self-motivated, target-oriented, eager to learn, and responsible.

 

*We offer*

- Mentor program and professional training of financial knowledge & regulation, including but not limited to: Tax system in Hong Kong and Mainland China, Compliance with laws and regulations, Investment & Asset Management, Legacy planning, and trust.

- Attractive income package, including monthly and year-end bonuses.

- Flexible working hours with work-life balance.

- Transparent and fast-track career development to the management level.

- IIQE Paper 1, 2, 3, 4, 5 Licensing Training, with full fee subsidy.



 

Company Info

[Conversion] Chau Wan Yu, Joyce

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