King Fung & Co.

AIA Wealth Management Manager / Wealth Management Trainee (Fresh Grad/ Final Year)

King Fung & Co.
Salary provided
Posted on 13 Jul 2020

AIA Wealth Management Manager / Wealth Management Trainee (Fresh Grad/ Final Year)

King Fung & Co.

Job Highlights

  • 15K – 50K+
  • Promotion opportunitiess
  • Performance bonu

Job Description

Job Description: 

- 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

Entry Requirements:

  • University graduates with Bachelor or master’s degree in any discipline.
  • Self-motivated with strong drive to succeed.
  • Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
  • Good numerical skill and business sense.
  • Strong interpersonal, communication and presentation skills.
  • Proficient at written English, Chinese and excellent at Mandarin.
  • Candidates with valid Hong Kong Identity Card is a MUST.

 Benefit:

  •        Monthly pay 15K – 50K+
  •        Work-life balance
  •        Promotion opportunities
  •        Performance bonu
  •        Provide a profession training

Additional Information

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

Company Overview

 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。

Additional Company Information

Benefits & Others
Dental insurance, Education allowance, Flexible working hours, Gratuity, Life insurance, Medical insurance, Overtime pay, Performance bonus, Travel allowance