財富管理培訓生 Wealth Management Trainee (Fresh Graduate/ IANG)
AIA International LimitedCauseway bayUpdate time: September 2,2020
Job Description

Challenge District

The Champion District of Highest Numbers of MDRT and Highest % of MDRT over the past consecutive 13 years, the Top No.1 Team out of 230+ Districts. 

We are now looking for high caliber degree holders (Fresh Graduate/ IANG) to join our team.

 

Hong Kong AIA Challenge Family
Terence, Executive Director of AIA Hong Kong, founded the Challenge Family. Starting from one person til the regional team was developed, then expanded into a challenge family with 13 regional directors. With 35 years, it has achieved a top position in the market. Sustained success, the long-victorious "army", has brought together members of the Million Dollar Round Table (MDRT), recognized as the most lofty international honor in the industry, and created unprecedented success. "Challenge Family" elites the members have high education, cooperate with the most professional service, continue to inherit the family's fine traditions, and continue to create higher glory, so that every family member will be proud of being a part of the challenging family.

What is MDRT Million Dollar Round Table? 
Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. 

每年香港友邦都會投入巨資在為畢業生設計建立的精英平台--友邦精英學院,吸納有抱負而且有朝氣的年輕精英尖子,使其成為保險業的專才,為客戶提供卓越的服務和支援,實現百萬圓桌會目標,達成銷售最高標準。

香港友邦挑戰區
友邦香港區域執行總監餘達強先生(Terence) 創立挑戰家族(Challene Family)。從一個人開始,發展了區域團隊,再擴展成擁有13名區域總監的挑戰家族,以35年的歲月,成就市埸上的頂尖地位。持續的成功,長勝的「軍隊」,匯聚了達成行業界公認最崇高的國際榮譽-百萬圓桌會(MDRT)會員,造就了空前成功。 「挑戰家族」精英輩出,以MDRT百萬圓桌會為指標,眾成員擁有高學歷,配合最專業的服務,持續傳承家族的優良傳統,不斷創造更高的榮耀,令每位家族成員,均以身成挑戰家族的一份子引以為傲。

Job Highlights

  • Professional training in Wealth Management sectors (Risk Management/ Saving Management/ Investment Management/ Retirement Management)

  • Fixed salary and high commission is offered.

  • Bonus and overseas conventions are provided.

  • Professional Team with best support

Working Responsibilities

  • Assess clients’ current financial status by conducting financial needs analysis.
  • Offer Professional financial advice to clients
  • Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on.
  • Attend Professional Training courses and One month internal training program will be provided. 

工作簡介:

  • 學習財富管理和分析技巧
  • 參加內部財富管理培訓
  • 為客戶安排投資及理財方案
  • 提高客人對自身的財務策劃及財富管理之認識
  • 學習財富管理知識(風險/儲蓄/投資/退休)
  • 客戶解釋各多元化財富管理產品

Entry Requirements

  • Degree Holder in All Disciplines

  • HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANG

  • Hong Kong Permanent Resident

  • Fresh Graduates are welcomed

  • Fluent in Cantonese or Mandarin is a MUST

入職要求:

  • 所有學科的學士學位持有人(沒有學科限制)
  • 香港身份證持有人
  • 歡迎中國應屆IANG畢業生
  • 歡迎應屆畢業生
  • 流利的粵語或普通話
  • 在港轉職人士

Offerings:

  • Monthly fixed salary

  • Attractive commission package + Year-end bonus + remuneration & fringe benefits

  • Well-structured and comprehensive training program

  • Continuous Strengthening of Banking & Finance Knowledge

  • One Year Fast Track Program to Managerial Level

  • Special Holiday Package (2 Company Trips per Year)

  • Overseas learning experience

  • ''Work Hard, Play Hard'' Working environment & lots of fun

  • Motivated Working Environment

  • Flexible Working Hours

我們提供:

  • 受薪培訓
  • 佣金制度
  • 年終獎金
  • 報酬及附加福利
  • 一年升騰計劃至管理層( 晉升是按工作表現,不是按在職年資 )
  • 特別假日(每年兩次公司旅行)
  • 出席業界海外高峰會議

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