AIA International Limited

Wealth Management Manager / Financial Planner 財富管理經理 / 財務策劃顧問

AIA International Limited
HK$25,000 - HK$55,000 /month
Posted on 13-Apr-21

Wealth Management Manager / Financial Planner 財富管理經理 / 財務策劃顧問

AIA International Limited

Job Highlights

  • Full sponsorship of insurance license exams
  • Prime office location in TST
  • MDRT District with over 25-year history in AIA

Job Description

Requirements:

  • Self-motivated, target-oriented, eager to learn, and responsible
  • Wealth Management Manager: Bachelor’s degree in any discipline 
  • Financial Planner: Associate Degree/Higher Diploma with 2-year work experience 

Benefits:

  • Attractive income package, including monthly and year-end bonuses
  • Flexible working hours with work-life balance
  • Transparent and fast-track career development to management level
  • Structured training program and mentoring by a team of well-experienced MDRT managers
  • Company stock purchase scheme
  • Overseas conventions and incentive trips
Responsibilities:

  • Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
  •  Develop corporate solutions (group medical and MPF) business 
  • Establish and maintain client relationship by providing quality after-sales services
  • Work closely with team head and internal departments that facilitate cross-selling opportunities

入職要求:

  • 有目標感、責任心; 對工作有熱誠,能主動學習
  • 良好的溝通能力,善於團隊合作
  • 持有大專   (Associate Degree/Higher Diploma) 或以上學

工作職責:

  • 瞭解客戶需,提供個人化的財務方案 ,包括:風險管理、投資策劃、退休策劃、 及子女教育基
  • 開拓團體醫療保障及褔利保障業務,及商業保險業務
  • 提供專業售後服務

福利待遇:

  • 每月津貼+豐厚佣金+年底花紅
  • 彈性工作時間安排
  • 在職培訓及專業提升課程
  • 平的晉升管理層階
  • 公司供股計劃優惠
  • 海外會議及旅行
  • 團體醫療福利

Additional Information

Career Level
Entry Level
Qualification
Matriculated
Years of Experience
N/A
Job Type
Full Time, Part Time, Contract, Internship

Company Overview

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region.

Our Vision 
is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.

Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.

Additional Company Information

Industry
Insurance/Pension Funding
Benefits & Others
Medical insurance, Performance bonus, Travel allowance, Work from home, Flexible working hours