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AIA Wealth Management Consultant (fresh graduate program and internship...

Activeproseeker Company

  • Company Industries:Others

Job Information

  • Post Date:2024-07-07
  • Location:Causeway Bay
  • Salary:$30,000 – $45,000 per month
  • Employment Type:Full time
  • Others:Wealth management consultant
    IANG holders for potential mainland market
    No-ceiling income & fast track career developm
  • Job Function:Account  Relationship  Management  

Job Description

Job title:AIA Wealth Management Manager

Job descriptions
 

Conduct comprehensive financial analysis for clients to provide tailor-made solutions based on market, product and competitor information research. Serve millions of customers in HK locally and from mainland China across the entire spectrum of private wealth management, ranging from individuals and families to business owners, investors and high-net-worth individuals. We provide products and services including insurance, investment planning, retirement, estate and risk management planning, trust setup and taxation and so on, that best suit our clients' needs


About Team
 

We are Challenge District and have achieved the highest number and percentage of MDRT qualifiers in the past 10 years company-wide. What differentiates us from competitors is that we're the direct team of District Director Terence Yee, who has been in the industry for over 40 years and has numerous successful experiences in training individuals with no prior financial background or networks into young professionals with MDRT (Million Dollar Round Table) qualification - many of whom are trained to achieve it before age 25. We have senior managers to provide high-quality coaching and training to develop critical skills needed in the fast-paced financial and insurance sector. With confidence we can assist you to master this skill, or at the very least you can learn all the secrets of doing so.

This is a great opportunity for those seeking best-in-class knowledge of the financial and insurance industry. Successful candidates will be able to work with top financial professionals and managers with over 20+ years of experience. Hone your presentation and communication skills, and thrive in business development.

 

Job Requirements
 

  • University Graduates with Bachelor's or Master's Degree in any discipline, less experienced candidates will be considered as internship
  • Have an interest in finance and insurance sector. Strong team-building skills, willing to learn and determined
  • Strong customer service focus and developed communication skills in direct client contact and problem-solving. Proactive and determined learner
  • HKID and Dependent visa holders. Fresh graduates, IANG and Top Talent Pass Scheme(TTPS) visa holders are welcome
  • Fluent both in written and oral English and Mandarin

 Job Benefits

  • Arrange for the relevant pre-employment license examinations, with a fee subsidy upon successful passing
  • Monthly allowance, attractive commission package, year-end bonus and comprehensive bonus, overseas convention and travel incentives
  • Flexible working hours and fast-track career development 
  • Professional pre-job and on-job training
  • Apply for IANG visa (if needed) for applicants before contracting

Company Info

Activeproseeker Company

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