Wealth Management Manager
AIA Hong Kong and MacauJob Description
Job Highlights - Wealth & Risk Management - Attractive Salary Package & Bonus - Excellent career path Job Description - Partner with team manager - Building connection and focus on Hong Kong/ Mainland China market, - To achieve Million Dollar Round Table (MDRT) - Conduct comprehensive financial analysis for clients and develop extensive financial solutions, including Wealth Management & Portfolio Advice, Investment Planning, Retirement Planning, and Risk Management Planning - Provide AIA's offerings and communicate the benefits of Wealth and Risk Management Solutions, Investment, Insurance, Retirement, and Legacy Planning - Use fintech to streamline business processes - Provide exceptional customer care, personalized approach, high-quality after-sales services, and evangelize AIA to potential customers Our Team - Challenge District is a top-performing district under AIA, established by Mr. Terence Yee in 1994 - High proportion of success, including consistent achievement of highest number and highest percentage Million Dollar Round Table (MDRT) status - Young and energetic working environment that nurtures team members to become future entrepreneurs - Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape - Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth We are looking for - University Graduates with Bachelor’s or Master's Degrees in any discipline, less experienced candidates will be considered as Associate/ Trainee - Hong Kong permanent residents or IANG/ TTPS/ QMAS visa owners or candidates who are eligible to apply for the visa - Strong communication and interpersonal skills - Fluent oral and written expression in both Chinese & English, Knowledge of Mandarin is an advantage - Self-motivated, target-oriented, eager to learn, and responsible We offer - Mentor program and professional training of financial knowledge & regulation, including but not limited to: Tax system in Hong Kong and Mainland China, Compliance with laws and regulations, Investment & Asset Management, Legacy planning and trust - Attractive income package, including monthly and year-end bonuses - Flexible working hours with work-life balance - Transparent and fast-track career development to the management level - IIQE Paper 1,3 Licensing Training, with full fee subsidy
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