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AIA Financial Consultant/Wealth Advisor/Management Trainee/Internship

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-09-02
  • Location:Causeway Bay
  • Salary:$35,000 – $50,000 per month
  • Employment Type:Full time
  • Others:每月津贴 + 提成 + 年终奖金 (百万圆桌会员收入港币$500,000+)
    全方位投资、理财、管理等金融保险专业知识
    欢迎应届毕业生/IANG/高才优才
  • Job Function:Financial  Planning  

Job Description

About the job

FIND YOUR 'BETTER' AT AIA
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.

 

关于AIA

友邦保险于1919年成立,1931年开始经营香港的业务,屹立亚洲逾100年,覆盖亚太区18个市场。为全球最大人寿保险公司之一,恆生指数第二大成分股。

我们以前瞻性视野领先业界,为客户提供最适切的保障和理财方案,满足不同阶段的需要及期望。我们深信健康是幸福生活的最佳保障,积极助大家活出健康成就好生活。

 

About The Role

  • Communicate effectively to understand client's objectives and provide advice on their financial plans 
  • Provide professional wealth management services such as risk management, family office advisory and setup services, retirement and estate planning
  • Provide one-stop advisory services through referrals on trust, legal, tax, and premium financing
  • Build up close business relationship with clients and consistently review their investment portfolios
  • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies

工作描述

  • 为香港和中国市场的高净值客户提供全面的财富管理服务,包括风险管理,财富规划与传承,离岸信托咨询及成立,保费融资服务,退休规划,遗产规划等
  • 为高净值客户提供一站式多个专业范畴的服务,包含医疗咨询,税务以及法律意见,家族办公室的咨询以及建立
  • 与客户建立密切的业务关系,定期检视他们的财务组合
  • 建立和管理财富管理团队

Job Highlights

  • Monthly Allowance + Attractive commission and Year-end bonus (MDRT Annual income is over HK$500,000+)
  • Overseas conventions & travels
  • Fresh graduates are welcome
  • Hong Kong citizens or IANG HOLDER or TTPS or QMAS

工作亮点

  • 每月津贴 + 提成 + 年终奖金 (百万圆桌会员收入港币$500,000+)
  • 海外会议和旅游
  • 欢迎应届毕业生
  • 香港居民、IANG HOLDER或高才优才计划人士

Preferred Qualifications 

  • University graduates with bachelor’s or master’s degree
  • HKID holders or Dependent Visa holders
  • Fresh graduates, IANG, TTPS and QMAS visa holders are welcome
  • Self-motivated
  • Fluent in Cantonese / Mandarin and English
  • Experience in banking industry will be an advantage

工作要求

  • 大学本科及以上学历,专业不限(接受零经验申请者)
  • 持有香港居民身份/香港永久性居民身份证或受养人签证
  • 欢迎应届毕业生、高才/优才签证持有者
  • 有较强自我驱动力
  • 能操流利广东话/普通话及英文
  • 优先考虑曾在银行从业的申请者

About The Team

We are a team of young ex-investment bankers who graduated from top universities and dedicated themselves to wealth management industry. We will encourage candidates to pursue CFP® or ChFC® and CTFA® or CPWA® professional qualifications to provide advanced financial planning for our high-net-worth clients.

AIA's CHALLENGE District, the No.1 district with the highest number and percentage of qualified members of MDRT for more than 10 consecutive years. We are a young and energetic team that exclusively hires university students, declaring MDRT as the standard in the Wealth-management Industry.

团队背景

  • 团队Leader为Alice Chen,拥有优秀的学历背景,美国西北大学经济学本科,香港大學金融学硕士,曾在中环顶级投行前台工作,加入香港友邦,连续两年成为全公司财务策划顾问第十名以及第四十三名。
  • AIA「Challenge Family」为成员提供度身定造的专业培训、自主的工作模式,注重实践及反馈,令新人能快速掌握行业知识及沟通技巧,助你在事业上快速起步,不断栽培出卓越管理者。
  • 我们区域连续12年取得行业最高荣誉「最高百万圆桌会会员比例、最多百万圆桌会会员人数的区域大奖」,致力培育新一代优秀人才,成员皆为“年轻有为”的学士及硕士,并相继取得MDRT、COT及TOT的荣誉。

If you want to learn more about her success story at AIA, you can click into her LinkedIn Profile below.

了解更多关于我们90后的副财富管理总监的信息,以及她如何在行业中取得成功的。

https://www.linkedin.com/in/alice-chen-aia/

Company Info

AIA International Limited

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