AIA International Limited

AIA 財富管理經理 /財富管理實習生 / Full-time Wealth Management Manager / Graduate Trainee / Internship

AIA International Limited
HK$20,000 - HK$55,000 /month
Posted on 9-Apr-21

AIA 財富管理經理 /財富管理實習生 / Full-time Wealth Management Manager / Graduate Trainee / Internship

AIA International Limited

Job Highlights

  • Monthly allowance +Attractive commission
  • Professional training to MDRT
  • Overseas trips & Conventions+Excellent career path

Job Description

Job Description

 工作內容:(Full-Time 財富管理經理/畢業實習生) 

1. 向客戶提供專業金融服務

  • 財富管理與投資組合建議
  • 投資計劃
  • 退休計劃
  • 風險管理計劃
  • 中國商業與CIES(Capital Investment Entrant Scheme) 規劃
2. 團隊管理
  • 嘗試構建團隊的計劃策略
  • 學習發展及管理專業團隊
  • 團隊共享營銷策略
3. 自我持續改進
  • 獲取最新的金融理財知識
  • 培養更好的人際溝通技巧及人際網絡
  • 讓你擁有更廣闊的視野和知識,增強自信

學歷要求:

  • 持有所有學科的大學學位持有者或以上學歷 (副學士學位或高級文憑學歷亦會考慮)
  • 創業精神和對個人財務管理感興趣,有志建立個人事業
  • 性格開朗外向,良好的人際溝通能力
  • 流利的廣東話或普通話
  • 歡迎有銀行經驗的人士
  • 持有有效香港身份證 (歡迎新非本地在港的畢業生IANG)

員工福利:

  • 一系列專業培訓計劃和跟進(關於如何成為MDRT合格者的崗前培訓和在職培訓)
  • 提供快捷的晉升通道,迅速積累經驗(最快一年可晉升高級經理/助理部門經理)
  • 每月津貼+佣金+年終獎金
  • 海外旅行及實習機會
  • 專業資格 (保險中介人資格考試卷一及卷三 / 實習證書)

Job Descriptions: (Full-time / Graduate Trainee)
 
1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

Job Descriptions: (Internship Program)

1. Professional Financial Services Workshop

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • Mainland China Visitors business (大中華市場)

2. Leadership training

  • Group Presentation
  • Leadership Training

3. Self Development

  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

Requirements

  • Degree holder in all discipline
  • Entrepreneurship and self-motivated
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese or Mandarin
  • Candidates with banking experience are welcomed

Our Benefits:

  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
  • One year fast-track promotion program to Senior Manager /Assistant Unit Manager
  • Excellent career path to management level
  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas trips and conventions

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

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.

Additional Information

Career Level
Entry Level
Qualification
Degree
Years of Experience
N/A
Job Type
Full Time, Permanent, Contract, Internship

Additional Company Information

Industry
Insurance/Pension Funding
Benefits & Others
Education allowance, Free shuttle bus, Gratuity, Life insurance, Medical insurance, Performance bonus, Travel allowance, Five-day work week, Flexible working hours