AIA International Limited

Wealth Management Manager 財富管理經理 / Graduate Trainee (Welcome Fresh Grad / 懂普通話優先)

AIA International Limited
Salary provided
Posted on 13 Jul 2020

Wealth Management Manager 財富管理經理 / Graduate Trainee (Welcome Fresh Grad / 懂普通話優先)

AIA International Limited

Job Highlights

  • Fresh graduates or IANG are Welcome
  • Monthly allowance +Attractive commission
  • Challenge District - Professional training to MDRT

Job Description

Job Descriptions: (Full-time / Graduate Trainee)
1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills


  • Degree holder in all discipline
  • Entrepreneurship and self-motivated
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese or Mandarin
  • Candidates with banking experience are welcomed 

Our Benefits:

  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
  • One year fast-track promotion program to Senior Manager /Assistant Unit Manager
  • Excellent career path to management level
  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas trips and conventions
工作內容:(Full-Time 財富管理經理/畢業實習生)
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
2. 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
3. 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


  • 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)
  • 創業精神和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)


  • 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 / 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
Years of Experience
Job Type
Freelance, Full Time, Internship, Part Time, Permanent

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.


Challenge District is the ROAD TO MDRT !

We have the highest Number and Ratio of MDRT !     


Your 1st Choice in LIFE

Additional Company Information

Benefits & Others
Double pay, Education allowance, Flexible working hours, Life insurance, Medical insurance, Performance bonus, Transportation allowance, Travel allowance