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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