AIA International Limited

Wealth Management Manager 財富管理經理 / Graduate Trainee (歡迎應屆畢業生 / 持IANG在港研究生 / 懂普通話優先)

AIA International Limited
Salary provided
Posted on 21 Sep 2020

Wealth Management Manager 財富管理經理 / Graduate Trainee (歡迎應屆畢業生 / 持IANG在港研究生 / 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

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。

Job Descriptions: 

1. Professional Financial Services to Clients

  • Wealth Management and Taxation Advices 
  • Investment Planning & Portfolio Advices
  • Retirement and Estate Planning
  • Risk Management Planning
  • Mainland China Visitors business& CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Develop Team Building Strategies
  • Recruit and Interview Prospective Candidates
  • Motivate and Inspire Team Members

3. Self Continuous Improvement

  • Achieve Professional Certifications and Awards (MDRT, CFP, ChFC, RFP, etc.)
  • Stay Up-to-Date with Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills
  • Improve Negotiation and Presentation Skills

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 assorted benefits
  • Overseas trips and conventions

Our Requirements:

  • Degree holder in any discipline
  • Entrepreneurial mindset and self-motivated
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese or Mandarin
  • Fresh graduates and Postgraduates are both welcome

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MDRT、47位COT(即3倍MDRT)及25位TOT(即6倍MDRT),傲視同儕,成就業界傳奇。


******  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