AIA International Limited
WEALTH MANAGEMENT PLANNER
Job Details
Company Overview
New Challenge is “The Road to SUCCESS”
*AIA Challenge District* is the Top No.1 out of 200 Districts and our team consists of experiences accountants, I-bankers. Bankers, Professionals and Holders of CFA and CFPCM Designation.
We are looking for the potential candidates to become one of us and help you Road to MDRT.
Progress of Learning
Stage 1: Company Background
Stage 2: Understanding financial planning
Stage 3: Obtain Licenses
Stage 4: Real Practices
Work and Challenges:
- Work with a team of professional Insurance Specialists
- Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
- Manage clients’ finances and build their financial futures, hence to maintain friendly and long-lasting client relationships
- Provide High-End and Private Wealth Management for HNW and PRC Clients
- Updating the financial news and products to your clients
Benefits & Development
- Excellent career path and opportunity to develop your leadership and management skills
- Monthly allowance + Attractive commission package of HKD 10,000 to HKD 50,000 + Year-end bonus + Comprehensive fringe benefit
- Continuous professional staff development under comprehensive training and mentorship program
Skills & Requirements
- Bachelor degree holder or above, preferably with major in Business Administration, Finance, Accounting, Economics or relevant disciplines
- Excellent interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese)
- Insurance related license and/or previous related working experience is an advantage
- Mainland Chinese graduates (IANG) are welcomed - Hong Kong ID Card Holders, IANG visa and dependent visa Only
Application:
Interested Candidates please submit application to Authorized Representative of AIA by Clicking “Apply Now” for more information.
(All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. AIA reserves the right to modify the terms and conditions of package offered.)
Additional Information
Work Exp
1 Year - 4 Years
Education
Bachelor Degree
Employment Type
Full Time
Benefits
5-day week
,
Additional subsidies
,
Education subsidies
,
Flexible working hours
,
Guaranteed bonus
...
Salary(HKD)
$25,000 - $50,000 / Month
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