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WEALTH MANAGER ( 粵 港 澳 大 灣 區 資 產 管 理 )AIA International Limited
WEALTH MANAGER ( 粵 港 澳 大 灣 區 資 產 管 理 )AIA International Limited
Job Highlights
  • 香港保險和理財業務正是香港最火的朝陽行業
  • 為在港大陸背景客戶及大陸客戶提供財富保障及財富增值方案的建議
  • 豐厚的傭金套餐 + 年終獎金 +全面的附加福利
Job Description

Since 1995, our financial planners have been serving customers in Hong Kong and Macau. By advising on their financial strategies, we strive to help customers seize the future with our professional analysis..Financial planning helps people achieve their goals. Our financial planners are experts in helping customers select the right products to achieve their dreams.

 
Rated as the “Best job in the United States” by the Jobs Rated Almanac in 2001, financial planner is a rewarding profession to unleash your talent and help others realise their dreams using professional knowledge.
 
 

FUTURE BUSINESS DEVELOPMENT:

The Dawan bay area is a dynamic economic hub in South China and features an array of fascinating destinations. 

As the insurance hub of the Asia-Pacific region and the financial core of the Greater Bay Area, mainland media pointed out that the Guangdong, Hong Kong and Macau Bay Area insurance market has great potential.

Statistics show that in 2017, Guangdong's GDP exceeded 8.9 trillion yuan; annual premium income was 430.46 billion, up 12.7% year-on-yearAccording to the White Paper on 2017 China's High Net Worth Population Wealth Management Demand, nearly 70% of respondents consider cross-border financial investment

 
 
THE ROLE OF A FINANCIAL PLANNER:
 
  • To keep close watch on customers’ finances and serve as a close companion on their life journey
  • to offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
  • Financial Instructor: to educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
  • Financial Caregiver: to accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
  • Financial Nutritionist: to strengthen customers’ finances for the prosperous growth of their assets
 
REQUIREMENT:
 
  1. University graduate or above
  2. Good social media/marketing skill
  3. Can speak Cantonese/Mandarin
  4. Good interpersonal and communication skills 
  5. Good knowledge of financial operations ideally 
  6. Welcome Fresh Graduate/ IANG holder/ PRC Dependent visa holdersAustralia Sydney Melbourne Canada toronto UK England 輸入內地人才入境計劃 IELTS toefl 託福 普通話 中文大学 金融学 硕士 香港大學 珠海書院 恆生商學 IANG 移民 移民香港 香港大學 香港理工大學 浸會大學 樹仁大學 嶺南大學 教育學院 科技大學 精算 藝術 旅遊 數學 中文 歷史 科學 大學 溫州 潮州 瀋陽 常平 東莞 北京 杭州 蘇州 深圳 陝西 湖南 河北 廣東 雲南 重慶 武漢 南京 瀋陽 福建 廈門 廣州 珠海 海南 重慶 天津 南京 汕頭 青島 哈爾濱 杭州 天津 佛山 江門 西安 昆明 蘇州 大連 長春 九江 海口 上海 哈爾濱 成都 石家莊 烏魯木齊 清華 北大 浙江 復旦大學 華中 交通 武漢 吉林 中山 常平 珠江 
BENEFIT:
  • Medical benefits
  • Very Attractive Performance bonus and subsides: 
    • Competitive remuneration package
    • Attractive performance bonus
    • Incentive trip/overseas conference
    • year-end bonus 
    • Financial allowance up to HK$50000 monthly
  • Excellent career path to management level in 1-2 years
  • Professional training to worldwide recognizable qualification
  • Comprehensive in-depth training
 

About AIA  Challenge District  

Million Dollar Round Table (MDRT) is an international recognition / achievement that recognizes top 1% financial service professionals worldwide. Challenge District has achieved both the highest number and ratio of MDRTs in AIA for 11 times

https://www.facebook.com/aia.cl.invictus/videos/336845170411156/

 

Apply here: :https://goo.gl/forms/uwOVa4vBSdHr9FHn2

 

Interested applicant please contact us by email:  cherry.leung @aia.com.hk

 

 

All information provided by applicants will be used only for recruitment purposes Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Company. The personal data of unsuccessful job applicants may be retained for a three months from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Company to do so, after which the personal data will be destroyed. Successfully applicant will be offered Career Representative Contracts.
Additional Information
Years of Experience
Not Specified
Employment Type
Contract, Full Time, Internship, Permanent, Temporary
Benefits
Education allowance, Flexible working hours, Life insurance, Medical insurance, Performance bonus, Travel allowance, Work from home
Company details

 友邦保險集團

 

  • 在亞太區擁有近百年歷史
  • 覆蓋亞太區內18 個市場
  • 友邦保險為恒生指數第3大成份股
  • 友邦香港及澳門的MDRT人數於過去十多年一直雄踞港澳首位
  • 於 2010 年 10 月在香港聯合交易所有限公司主板上市(股份代號為「1299」),是保險界別全球規模最大的首次公開招股 
  • 香港最多保單的保險公司

 

Challenge Family 挑戰區 成為

「全香港最多 MDRT 百萬圓桌會員人數區域」和「 最高MDRT百萬圓桌會員人數比例區域 」

2017年度有96%成員得到MDRT殊榮。

 

當中騁請了許多來自不同國家和不同院校畢業的同事:

10% 是外籍人士有大學以上學歷,
30% 是擁有內地大學以上學歷的同事, 
30% 是本地大學同事,
30% 是外地大學畢業回港的同事

 

團隊包括傳播媒體及金融會計等不同專業背景, 擁有不同的豐富經驗的同事, 為你提供一個完善、高發展及高自主性的平台。同事都是大學生畢業,有香港、廣東、蘇浙匯等不同背景。

 

連結了解更多:http://www.aia.com.hk/zh-hk/about-aia.html#corp-video