- 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:
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
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。