WEALTH MANAGEMENT MANAGER – EDP, Client Relationship and Business Development
AIA International LimitedN/aUpdate time: October 27,2020
Job Description

 

Your duties include but are not limited to :

 

  • Build trust with clients and effectively manage relations
  • Develop client base, manage client profile and ensure that they are properly maintained and serviced
  • Service local Hong Kong market / Mainland China market which based on candidates’ native language
  • Responsible for proposal and sale of wealth management, investment, insurance and retirement solution products
  • Ensure that the proposed products and services maximize the clients’ needs, goals and objectives

 

 

Qualification :

 

  • With over 5 years’ full-time work experience in business development and customer-oriented experience
  • Proven previous annual average income over HKD 312,000 ( below 39 years old ) – HKD 450,000 ( below 45 years old )
  • Bachelor degree or above in any discipline
  • Cantonese and Mandarin will be used in daily written and oral communication at work. Native Cantonese speaker / Mandarin speaker is preferred
  • Demonstrated understanding of wealth management, investments, banking concept would highly preferred

 

 

Remunerations :

 

  • Full ( 100% ) commission scheme of all kind products, new joiner allowance, on-target-bonus, exceed-target-bonus, ad-hoc bonus competitions, travel reward ( sponsored air ticket and accommodations )
  • Comprehensive and systematic ( both online and offline ) training on product knowledge ( eg, corporate financing, fund, trust, etc. ), soft skills ( eg, 1st time client approach, handle objections, close deal, etc. ), update market trend and other non-finance knowledge ( eg, medical techniques / different kind of illness, law, etc )
  • Sponsored licenses fee of new joiners’ required licenses
  • Fair and clear career path which only focus on everyone’s’ performance and development

 

 

All personal data will be used for recruitment purpose only.

Get email alerts for the latest"WEALTH MANAGEMENT MANAGER – EDP, Client Relationship and Business Development jobs in N/a"