Wealth Management Manager ( Wealth and Risk Management )
AIA International LimitedN/aUpdate time: October 25,2020
Job Description
Job Scope :
- Acquire and onboard new clients in accordance with established strategies.
- Establish and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
- Ensured that proposed solutions fulfill clients’ needs and objectives in the short and long term through a holistic goals based planning approach
- Advice clients on their investment management, wealth and insurance planning
- Monitor industry trends in other to identify new sales opportunities
- Achieve sales / production goals to ensure revenue projections are met
Job Requirements :
- Posses at least a Bachelor’s Degree of any study
- Language proficiency in Cantonese / Mandarin
- Willingness to develop an in-depth understanding of the business and related services
- Strong analytical and communication ( oral and written ) skills
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Benefits :
- Monthly allowance
- Variable commission scheme
- Year End Bonus
- Ad-hoc On Target Competition with Bonus
- Free Overseas Trips
- Systemic pre-job and on-job training which fully supported by AIA Premier Academy ( which AIA spent over HKD 100M for this training department )
- Iconic award - Million Dollar Round Table ( MDRT )
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