AIA International Limited

Wealth Management Manager

AIA International Limited
Posted on 8-Apr-21

Wealth Management Manager

AIA International Limited

Job Highlights

  • Monthly income of $30K+ + attractive commissions
  • Overseas trips & conventions+excellent career path
  • Fast-track Promotion Program to Management Level

Job Description

We offer:
  • Well-structured and comprehensive mentoring program
  • Monthly income from HK$30,000 + unlimited commissions
  • One year fast track program to managerial level
  • “Work Hard, Play Hard”working environment & lots of fun
  • Opportunity to explore PRC business

Job Description:

1. Professional Investment plannings for clients

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

2. Management Level

  • 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

4  Development Path and Work Benefit

  • A structured career path and solid training in all aspects of management
  • You will work very closely with our District Director who will guide, train and mentor you
  • Management trainee programme offers excellent training and a fast track career into management
  • Sponsored overseas travelling for achieving yearly targets


  • Identifying needs of clients and providing professional financial advice
  • Management of wealth assets of clients through investment vehicles
  • Updating financial news to your clients
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing)
  • Provide quality after-sales services to maintain good customer relationship

We are looking for:

  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • 1-2 years working experience is an advantage
  • Experience in banking industry or background in mainland will be an advantage
  • Overseas Hong Kong Students are also welcome

Please apply with full resume through APPLY NOW.

Additional Information

Years of Experience
Job Type
Full Time

Company Overview

About the AIA Group

The AIA Group is a leading life insurance organisation in Asia Pacific that traces its roots in the region back more than 90 years. It provides individuals and businesses with products and services in investment management, retirement management, saving management and risk management. Through an extensive network of more than 320,000 agents and approximately 23,500 employees across 15 geographical markets, the AIA Group serves the holders of over 23 million in-force policies in the region.

The AIA Group has branch offices, subsidiaries and affiliates located in jurisdictions including Australia, Brunei, China, Hong Kong, India, Indonesia, Macau, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code ‘1299’.

About the District

The District Director Derek has been doing wealth management in AIA since 2003. Wealth management is to do asset relocation, mutual funds investment, retirement planning, risk hedging management and estate planning, Wealth management has been the fastest growing industry since the last decade.

Derek is managing a district of more than 160 members. His district, DL, has been the number one team for 5 consecutive years in the category of Unit Manager since 2008 to 2012 in Asia among 18 countries. He has also been the top five Senior Unit Manager in 2013, 2014, 2016 and 2017. In 2015, his team DL was again the number one team of Senior Unit Manager in Asia Pacific. He has a team of highly educated, passionate, energetic and visionary members. All his members graduated from different universities around the world and 40% of them are master degree holders.

Derek has gained numerous awards in the company and also the industry. One of the most outstanding awards was the Distinguished Manager Award by the industry, LUA, in 2010. He was one of the youngest awardees in all previous sessions.

Derek's vision is to develop people's talents and potentials throughout providing professional wealth management services to the clients. His motto is to play hard, work hard, and always fight until the whistle blows.

Wealth Management Manager

AIA Premier Academy

A brilliant career awaits you at AIA Hong Kong

AIA Offers:

         Attractive commission and bonus 

  • welcome Fresh graduate & Mainland China graduates
  • Fast-track promotion to managerial position
  • Overseas trips & conventions plus excellent career path
  • Excellent and comprehensive in-house training programs
  • Professional training to worldwide recognisable qualification Million Dollar Round Table (MDRT)

Additional Company Information

Financial Services
Benefits & Others
Life insurance, Medical insurance, Performance bonus