- Assess clients’ financial situations by conducting financial needs analysis
- Analyze and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
For interested candidates, please send your detailed resume to us by clicking the “APPLY NOW”.
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 upon request. AlA reserves the right to modify the terms and conditions of the package offered.
We are from the most performed districts (AIA Challenge Family) for the highest % of MDRT and largest numbers of MDRT for consecutively 10 years in AIA. We will provide an internship program for undergraduates to take a glimpse into our industry. Our internship program enables graduates to build up their interpersonal skills and acquire experience of wealth management.
Challenge Family，即挑戰家族，一只擁有逾三十年豐富經驗的隊伍；挑戰家族自創立以來，始終堅持： 精英團隊，執行細節，不斷突破，創造榮譽；在AIA連續十年獲得「最多百萬圓桌(MDRT)會員人數區域大獎」及「最高百萬圓桌(MDRT)會員比例區域大獎」。 每年, 我們精英團隊都會舉辦實習計劃, 希望協助實習生建立人際關係並加強財務管理的知識。