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/