財富經理

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 305,000 - 365,000; Full time

Benefits offered by this job

Group medical insurance

Travel allowance

MDRT recognition

Training sponsorship

Professional awards

Job summary

AIA Hong Kong and Macau is seeking motivated professionals for a Professional Financial Services role. You will construct comprehensive financial plans including protection, accumulation, and distribution while assessing client needs and monitoring investment risk.

You will prepare client-ready presentations, review plans with evolving life circumstances, and foster lasting relationships with clients. The position also emphasizes team development, leadership, and sharing market insights to drive

Qualifications

• Bachelor degree in any discipline.
• Mature, self-motivated, diligent, willing to learn and with high integrity.
• Excellent interpersonal and communication skills.
• Experience in banking/financial industry is an advantage.
• Fresh graduates are welcome.

Responsibilities

• Construct financial planning across Wealth Protection, Wealth Accumulation and Wealth Distribution.
• Understand clients' wealth objectives and investment requirements by monitoring risk levels.
• Assess client's financial situation and develop a plan by selecting suitable products and services.
• Prepare presentations and proposals for internal and client use.
• Review and revise client's financial plan based on life changes.
• Maintain friendly and lasting client relationships.

Skills

Interpersonal skills

Fresh graduates welcome

Banking/financial industry experience

Education

Bachelor degree (any discipline)

Job description

We are looking for:

• Bachelor Degree holder or above in all disciplines
• Mature, self-motivated, diligent, willing to learn and with high integrity
• Excellent interpersonal and communication skills
• Experience in banking/ financial industry will be an advantage
• Fresh Graduates are also welcomed

Job Description & Responsibilities

Professional Financial Services

• Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
• Understand clients' wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
• Prepare presentations and proposals for both internal and client usage
• Review and revise client's financial plan based on their life-changing situations
• Maintain friendly and lasting client relationships

Team Development

• Acquire leadership and team management skills for future career development and progression to managerial level
• Motivate and inspire team members
• Plan and execute strategies for constructing team
• Share market insights and strategies in team

Benefits & Compensations

• High commission with expected monthly income from HK$30,000+
• Performance-based incentives including travelling allowance, bonus
• Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT),
• Sponsored oversea conventions and conferences
• Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme
• Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
• Group medical insurance and other allowance