AIA International Limited

財富管理經理 Wealth Management Manager / Internship / 2021 Graduate (懂普通話優先 /海外回流/ IANG學生)

AIA International Limited
Posted on 14-Apr-21

財富管理經理 Wealth Management Manager / Internship / 2021 Graduate (懂普通話優先 /海外回流/ IANG學生)

AIA International Limited

Job Highlights

  • 年輕有「火」的學士 / 碩士生團隊, 中港團隊 關係融洽 互相分享學習 一起成長
  • 有興趣接觸金融 投資 理財 三方面的發展, 活學活用 增值自我, 為追求夢想前行的「第一步」
  • 為客戶提供最專業 最合適的分析服務, 與客戶保持長遠而又持久的關於, 將一切機會化成「商機」

Job Description

AIA Challenge Family「秉持專業熱誠 業界長勝將軍」

精英團隊,執行細節,追求卓越」是我們友邦香港營業團隊 CHALLENGE Family (挑戰家族) 的核心營運理念。

關於我們的團隊:
友邦香港區域執行總監余達強(Terence)創立「挑戰家族」(Challenge Family),從一個人開始,發展了區域團隊,再擴展成擁有13名區域總監的「挑戰家族」,以35年的歲月,成就市場上的頂尖地位。持續的成功,長勝的「軍隊」,匯聚了達成業界公認最崇高的國際榮譽——百萬圓桌會(MDRT)會員,造就了空前成功。「挑戰家族」精英輩出,以MDRT(百萬圓桌會員)為指標,眾成員擁有高學歷,配合最專業的服務,持續傳承家族的優良傳統,不斷創造更高的榮耀,令每位家族成員,均以身為「挑戰家族」的一份子引以為傲。
故此,「挑戰家族」於1994年首創友邦香港先河,在仍處於發展初期的保險市場上招聘大學生,令團隊的質素不斷提升,讓「挑戰家族」自AIA於2006年有MDRT紀錄以來保持長勝紀錄,長期囊括公司內的 「最高百萬圓桌會會員比例、最多百萬圓桌會會員人數的區域大獎」。及至2018年,「挑戰家族」擁有429位MDRT47位COT(即3倍MDRT)及25位TOT(即6倍MDRT),傲視同儕,成就業界傳奇。

透過以下連結瞭解我們團隊更多:
https://www.capital-hk.com/2019/07/09/aia-challenge-family/
https://www.linkedin.com/company/aia-international-limited-challenge-district-cl-cyn

我們的工作內容:

  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
  1. 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
  1. 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  
我們的對象要求:
  • 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)

 我們的福利:

  • 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)
  • 表現出色的實習生將獲得工作機會 (實習證書)

******  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, Part Time, Permanent, Internship, Freelance

Company Overview

About the AIA Group

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has operations in 18 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 26 per cent joint venture in India and a representative office in Myanmar. 

AIA is listed on the Main Board of The Stock Exchange of Hong Kong Limited, the third-largest IPO ever globally in October 2010, under the stock code “1299” with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY”). As at Feburary 2019, AIA is the second largest constituents of The Hang Seng Indexes. 

Our products ranging from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with over 100 investment options. We are also dedicated to providing superb product solution to meet the distinguished financial needs of high net worth customers. 

About MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

JOIN AIA   

 Challenge District is the ROAD TO MDRT !

We have the highest Number and Ratio of MDRT !     
ESTABLISH YOUR PROSPEROUS CAREER
Your 1st Choice in LIFE

Additional Company Information

Industry
Insurance/Pension Funding
Benefits & Others
Double pay, Education allowance, Life insurance, Medical insurance, Performance bonus, Transportation allowance, Travel allowance, Flexible working hours