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Management Trainee/ Wealth Management Manager (Welcome IANG Fresh Graduate)AIA International Limited
  • Causeway Bay
  • Base salary + high commission
  • Posted on 14 Nov 2019
Management Trainee/ Wealth Management Manager (Welcome IANG Fresh Graduate)AIA International Limited

Job Highlights

  • $15k-30k
  • Mainland Chinese graduates (IANG) are welcomed
  • Excellent career path to management level

Job Description

 

New challenge, great chance - Road to SUCCESS

 

 

 

我們是Challenge District的一個專業團隊,(是MDRT人數最多的冠軍區和MDRT最高百分比的冠軍區域(百萬圓桌專業的團隊:是國際公認的卓越的人壽保險和金融服務業務的標準,其中只有不到1%的成員在同行業中表現最佳)在過去超過連續10年,Challenge District230區中最頂尖的團隊,故在此環境下,我們創造了一隊優秀團隊,業績超凡,屢獲殊榮。我們團隊著重專業操守,創業精神,及富有個人魅力與活力自信。成員來自香港、中國內地及海外、碩士學位MBA、香港財務策劃師CFP、香港會計師CPA 、學士學位及IANG內地畢業生,能提供專業財富及保障分析和產品給不同層面的客戶。我們正在尋找的高素質人才加入我們的百萬圓桌(MDRT)團隊,幫助其成員向MDRT邁進!

 

 

 

工作與挑戰:

 

l與專業的保險精英團隊合作,為客戶提供高素質保險服務;

 

l透過為在港大陸背景客戶及大陸客戶提供財富保障及財富增值方案的建議,包括:保險、退休計畫、離岸信託、全球基金投資、海外房產購置等,加深對各客戶財務或投資需求的瞭解。

 

l與客戶保持良好的溝通,及時處理保險賠償以及理財策劃服務;

 

l參與團隊配合,赴內地擴展客戶及合作網路;

 

l發展及管理專業財務策劃團隊

 

 

 

技能與要求:

 

l香港本科,專業不限,有經濟或管理相關學歷者更佳;

 

l需具備良好溝通技巧,能操流利英文,普通話及廣東話更佳;

 

l有保險相關牌照或工作經驗更佳

 

l歡迎大陸背景求職者,並且擁有IANG或者香港受養人簽證;

 

 

 

待遇及福利:

 

l表現獎賞及豐厚傭金;

 

l優秀表現的員工更可獲業界高等榮譽,如百萬圓桌等;

 

l提供持續而有系統性的訓練,培訓專業人才;

 

l優越的工作前景,提供機會予人才發展及管理專業財務策劃團隊;

 

l贊助考取國際認可CFPCFA 等專業資格

 

 

 

***歡迎持有IANG Visa以及任何持有香港身份證有內地背景的申請者***

 

申請方法:有意加入我們同創成功的朋友,請按"Apply Now提交簡歷表

 

 

 

 

 

We are a professional team from Challenge District (the Champion District of Highest Numbers of MDRT and Highest % of MDRT (Million Dollar Round TableIs recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years, Challenge District is the Top No.1 out of 230 Districts, and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of CFA and CFPCM designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

 

 

 

 

 

We are looking for:

 

  • Degree holder in all discipline
  • Mature, self­-motivated, hardworking and willing to learn
  • Experience in banking industry or background in mainlandwill be an advantage
  • Excellent interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese) 
  • Fresh Graduates are welcomed.

 

 

 

Responsibilities:

 

  • Work with a team of professional Insurance Specialists
  • Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
  • Manage clients’ finances and build their financial futures, hence to maintain friendly and long-lasting client relationships
  • Construct investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Prepare presentations and proposals for both internal and client usage 

 

 

 

 We offer:

 

  • Performance-based incentives such as allowance, commission and bonus
  • Industry and Company recognition, e.g., MDRT and etc.
  • Continuous professional staff development under comprehensive training and mentorship program
  • Excellent career pathand opportunity to develop your leadership and management skills
  • CFA, CFP or AFP examinations resources and support with individual sponsorships 

 

 

 

**Welcome all Hong Kong ID Card Holders, IANG visa and Dependent visa holders**
If you're a talented individual looking for a friendly and professional working environment, simply APPLY NOW with your resume and expected salary.

 

 

 

All information provided by applicants will be treated in strict confidence, and used for recruitment purpose only.

 

Additional Information

Career Level
Not Specified
Qualification
Not Specified
Years of Experience
Not Specified
Employment Type
Contract, Full Time, Internship

Additional Company Information

Benefits & Others
Five-day work week, Flexible working hours, Medical insurance, Performance bonus