AIA International Limited

Finance & Wealth Management Trainee/ Manager 財富管理見習生/經理(Welcome Fresh Graduates & IANG Visa holders)

AIA International Limited
Posted on 16-Apr-21

Finance & Wealth Management Trainee/ Manager 財富管理見習生/經理(Welcome Fresh Graduates & IANG Visa holders)

AIA International Limited

Job Highlights

  • Flexible Working Hours
  • Wealth Management Trainee/ Manager
  • Basic salary+ commission + bonus ($15000 - 50000)

Job Description

AIA International Limited was established in 1919 and began its operations in Hong Kong in 1931. Its wholly-owned subsidiaries and branches in Asia Pacific are across 15 regional markets. Over the years, AIA Group has been leading the industry with its forward-looking vision, offering customers the most appropriate protection and financial solutions. It provides individuals and businesses in investment, retirement, conservation and risk management.

Responsibilities

  •          Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;
  •          Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service;
  •          Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution;
  •          Maintain and develop relationship with clients;
  •          Prepare presentations and proposals for internal and client usage 
  •          Share market insights and strategies in team;
  •          Acquire leadership and team management skills for future career development and progression to managerial level

Benefits & Compensations

  •          High commission with monthly allowance ($15000 - 50000), commission package and year-end bonus;
  •          Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT), Court of the Table (COT), Top of the Table (TOT);
  •          Sponsored oversea conventions and conferences; 
  •          Great chance of promoting to higher positions;
  •          Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship;
  •          Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme;
  •          Group medical insurance and other allowance

Requirements

  •          Bachelor degree or above (Fresh graduates/ IANG working visa holders are welcomed);
  •          Excellent interpersonal, communication and presentation skills;
  •          Proactive, creative and responsible;
  •          Good knowledge and network in China market is an advantage;
  •          Good command of spoken and written English and Chinese, especially in Mandarin;
  •          Must be eligible to work in Hong Kong

Our team:  We are Challenge family of AIA which is a well-educated and professional financial planning team in Hong Kong; we offer comprehensive training for new members without any work experience, IANG graduates, and fresh graduates. The instructors are the members of MDRT (Million Dollar Round Table) who are well experienced in training new members.

Interest parties please send your resume to us by clicking “APPLY NOW” button below.
Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.

Additional Information

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

Company Overview

我們是友邦挑戰家族的財富管理團隊,挑戰家族是過去連續10年,在200多個區域中百萬圓桌會(MDRT)人數最多及最高比例的團隊,而MDRT是國際認可全球最頂尖1%的金融服務專才,挑戰家族就是專門量產MDRT或以上的優冠軍團隊
 
我們團隊業績超凡、屢獲殊榮,我們著重專業操守,並致力提升每位同事的個人品格和自信。成員大多來自香港和中國內地,學歷是本科和碩士,除了應屆畢業生我們還有財務策劃師CFP、審核CPA、法律、精算、工程和教育等精英為客戶提供最專業和合適的財富及保障分析服務。我們正在尋找高質素人材加入我們團隊並幫助其成就百萬圓桌會之路。歡迎有興趣者電郵查詢。

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/

Additional Company Information

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