AIA International Limited

Wealth management manager/Financial planner (Financial Professions/Fresh Graduate/IANG/Internship)

AIA International Limited
Base salary + high commission
Posted on 21 Sep 2020

Wealth management manager/Financial planner (Financial Professions/Fresh Graduate/IANG/Internship)

AIA International Limited

Job Highlights

  • Young, Talented Financial professionals
  • Wealth management
  • Basic salary and attractive commission

Job Description


AIA International Limited
Causeway Bay
HK$25,000 - 70,000 /month (includes high commission)
Posted on 7 SEP 2020

Job Descriptions:

  • Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients in Hong Kong & PRC market 
  • Design tailor-made financial plans for individuals, to build portfolios while maximising their interest through a range of investment vehicles 
  • Develop and expand existing network through customer relationship management            
  • Lead team and implement strategic planning for team management 


  • University degree holder or equivalent (Welcome IANG visa and dependent visa holders) 
  • Fresh graduates are welcome to join the Premier Academy (PA) Program 
  • Experienced professionals will be introduced to Executive Development Program (EDP) 
  • Entrepreneurship vision and self-motivated mindset 
  • Excellent interpersonal, communication and presentations skills 
  • Good command of written and spoken English and Chinese, preferably fluent in Mandarin 

We offer: 

  • Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$700,000+) 
  • Medical and professional education benefit 
  • Annual Overseas trips & conventions 
  • One-year fast track management path 
  • Comprehensive in-depth training with personal coaching 
  • Well-structured development program to help you become a member of Million Dollar Round Table (MDRT) 
  • Training and incentive for our team member who is pursuing professional certificates e.g. MDRT, CFP, CFA, RFP, RFC, FchFp, CPA 
  • Insight knowledge over capital market in HK and PRC. Top performer will have opportunities to participate in investment projects.

Job Description


  • 為香港及內地高淨值人士及企業團體客戶提供專業的金融服務,包括財富管理及資產配置方案、投資組合建議、風險管理策劃
  • 了解客戶需求,訂製個人化金融理財保障方案
  • 建立個人品牌,拓展客戶網絡及客戶關係管理
  • 建立、管理及發展策略性團隊


  • 具備大學本科或以上學歷(實習項目歡迎香港本地大學在讀學生/畢業生)
  • 持香港永久或非永久居民身分證/IANG簽證/受養人簽證
  • 喜愛多勞多得的工作,樂於學習、積極上進,具備抗壓能力
  • 良好的人際溝通技巧及表達能力,善於團隊合作
  • 良好的中英文水平,流利普通話者優先


  • 底薪+傭金+花紅的薪酬模式
  • 完善的培訓制度及一對一專業指導
  • 明確的個人及團隊管理晉升階梯,一年內達成行業專業資格
  • 每年1-3次財富管理精英海外會議,符合資格者將獲全額贊助旅行機票及酒店
  • 團體醫療、車位津貼等公司福利

Additional Information

Career Level
Not Specified
Years of Experience
Not Specified
Job Type
Full Time, Internship

Additional Company Information

Benefits & Others
Medical insurance, Performance bonus