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Wealth Management Manager / Financial PlannerAIA International Limited
  • Tai Koo
  • HK$35,000 - 55,000 /month (includes high commission)
  • Posted on 03 Apr 2019
Wealth Management Manager / Financial PlannerAIA International Limited
Job Highlights
  • Company: Largest in Hong Kong
  • Team: 50% MDRT members
  • Mentor: Consecutive 9 years MDRT members
Job Description

Wealth Management Manager/ Financial Planner


AIA Premier Academy

1st year MDRT / 2nd year MDRT Team Leader 

click here for more details about AIAPA


Job Descriptions

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Retirement Planning & MPF
  • Insurance Planning
  • PRC Business
  • Corporate Employee Benefits Solutions

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

Job Benefits

  • Attractive commission, performance bonus and fringe benefits
  • Professional and comprehensive training program towards Professional Destinations - achieve MDRT (Million Dollars Round Table, worldwide top 1% practitioners by performance
  • Excellent executive career path Oversea convention and trips fully sponsored by company

Job Requirements

  • University graduate (Fresh graduate is welcomed)
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluency in Cantonese, with Putonghua is a plus


---- HKID holders and IANG are welcomed ----

The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidates will be destroyed within 6 months


Apply directly in this post for registering your application to our MDRT manager in charge

Additional Information
Years of Experience
2 years
Employment Type
Contract, Full Time, Part Time
Five-day work week, Flexible working hours, Gratuity, Life insurance, Medical insurance, Performance bonus, Transportation allowance, Travel allowance, Work from home
Company details

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.