Job Description
With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship. Our team provide one-stop solution of Wealth Management, specialise in Investment, Capital Appreciation and Portfolio Management. We are looking for high calibre who is passionate, proactive, forward-thinking and innovative to join our professional team. Job Description - Provide wealth management services to high net worth individual clients - Maintain and develop relationships with clients by providing regular updates, inquiries service - Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc. - Inform clients on potential risks of investment and solutions guidance - Ensure full compliance with internal and external requirements on relevant regulated activities Requirements - University Degree or Above - 1-3 years working experience - Fluent in Cantonese - Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds - Strong Problem Solving Skills - Highly motivated and results orientated - Have a high level of self-initiative to challenge and improve processes - Able to manage multiple tasks or projects and manage deadlines effectively - Strong team player who is able to work under pressure - Previous client facing experience is preferred - Hong Kong Identity Card Holder Only
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