Wealth Management Manager / Financial Planner ( Cantonese / Mandarin ) - Wealth and Insurance Management
AIA International LimitedN/aUpdate time: October 17,2020
Job Description

 

Entry Requirements:

  • University graduates with bachelor / master in any discipline
  • Candidates with valid Hong Kong Identity Card / Dependent Visa / IANG visa is a MUST
  • Detailed-oriented, good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills.
  • Proficient in Cantonese / Mandarin ( either one ) speaking, good command in read and written Chinese

 

Job Descriptions: 

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning 
  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
    1. Risk Management
    2. Retirement Planning
    3. Asset Allocation
    4. Estate Planning
  • Build up close business relationship with clients and review their financial portfolios
  • Build up and manage wealth management team

 

Benefits:

  • Monthly allowance HKD 15K + uncapped commissions + competitive performance bonus
  • Sponsored related licenses examination, eg, ,IIQE P1, P3 and P5
  • Great promotion opportunities with highly rewarding career
  • Professional Training with lots of training resources
  • Full sponsored overseas conventions and trips as performance reward

 

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