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Wealth Management & Protection Manager / Financial PlannerAIA International Limited
  • Causeway Bay
  • Base salary + high commission
  • Posted on 15 Aug 2019
Wealth Management & Protection Manager / Financial PlannerAIA International Limited

Job Highlights

  • Attractive Benefit
  • Financial Planning
  • Wealth Management

Job Description

AIA Group Limited established its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.


About AIA Challenge District


Million Dollar Round Table (MDRT) is an international recognition / achievement that recognizes top 1% financial service professionals worldwide. AIA Challenge District has both the highest number and ratio of MDRTs in AIA over 12 times. It provides an excellent platform for young professionals with ambition to reach his/her potential.


Wealth Management & Protection Manager / Financial Planner:

  • Communicate and identify financial needs for international clients
  • Analyze and provide total package financial services planning
  • Provide prompt client services including banking, investment and insurance
  • Handle clients' inquiries, monitor funds transfer, prepare marketing presentations etc.
  • Develop future business opportunity by maintaining good relationship with clients
  • Proactively share own experience to the team and facilitate team development in the quality of service provided
  • Support the business unit in marketing and promotion activities and events



  • University graduate (Fresh Graduate/ IANG holder/ Dependent visa holder are welcomed)
  • Good leadership skill to drive the multi-functional task force for implementation
  • Good command of written and spoken Chinese
  • Good interpersonal and communication skills



  • Competitive remuneration package, including attractive performance bonus and subsides will be offered to the right candidate.
  • Excellent career path to management level in 1-2 years professional training to worldwide recognizable qualification Million Dollar Round Table (MDRT)
  • Comprehensive in-depth training with personal coaching
  • Medical benefits
  • Quarterly incentive trip
  • Annual overseas conference 
  • Year-end bonus


Interested parties, please contact us by 2839 6153 or apply below.

Note: Candidates with less experience will be considered for the position of Wealth Management Consultant or Wealth Management Assistant Manager. Personal data collected will be used for recruitment purpose only.

Additional Information

Years of Experience
Not Specified
Employment Type
Full Time
Dental insurance, Double pay, Education allowance, Five-day work week, Flexible working hours, Life insurance, Medical insurance, Performance bonus, Travel allowance, Work from home

Company Overview

The AIA Group is a leading life insurance organization 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’.

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