Responsibilities of your new role:

• 推廣 AIA 新冠肺炎額外保障及其他疾病及消費型醫療相關保險類別，處理確診新冠肺炎後的理賠項目跟進
• 推廣香港特區政府推出的強積金退休保障計劃、可扣稅延期年金計劃及自願醫保計劃
• 為不同年齡階層制定長短年期的儲蓄及投資方案，分析回報及風險管理
• 善用公司系統管理客戶帳戶，定期更新市場動向
• 以顧問角色從不同角度為客人審視現有之理財規劃及醫療保障，提高客人對自身對這方面的認識及警覺性，同時為客戶檢視、整合及升級客戶現有方案
• 預備線上線下所需文件，適時跟進理賠及核保過程
• 有機會需要參與團隊內部新人培訓及在所屬區域的大學生培訓活動上提供協助

Requirements :

• University Graduates with bachelor / master degree 
• Particularly designed for current or previous Tourism and Hotel Employees only
• Passionate to develop their career in wealth management and financial services industry
• Cheerful characteristics with excellent communication skills, can be a good team player

We offer :

• Title of Wealth Management Manager will be offered
• New Joiner Allowance ( from HKD 8,000 - HKD 15,000 ) to help you adapt to the new career
• Tailor-made training to transfer your skills and build new capabilities, supported by AIA Challenge District / AIA Premier Academy, an unique training opportunity to achieve professional qualifications
• Well-structured coaching by well experienced leaders with strong business sense and over 18-year solid actual work experience
• Flexible lifestyle and highly engaged work environment

Please apply the program immediately if you are seeking for a new challenge. We strongly believe our platform will support you for your next career success. Don’t miss the chance to join the only transition program for current or previous employees of Tourism and Hotel industry in Hong Kong!

Application Process:

Please send your CV to us directly. Shortlisted candidates will be contacted within 10 working days.

All personal data will be collected for recruitment related purpose only.