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
Get email alerts for the latest"Wealth Management Manager / Financial Planner ( Cantonese / Mandarin ) - Wealth and Insurance Management jobs in N/a"