Financial Consultant / Wealth Management Manager

AIA International Limited; Hong Kong; Presencial; HKD 350.000 - 700.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Monthly allowance

Attractive commission package

Year-end bonus

Comprehensive fringe benefits

Professional training program

Overseas trips

Descripción de la vacante

AIA International Limited in Hong Kong seeks a Financial Consultant / Wealth Management Manager to provide comprehensive wealth management guidance to high net worth and corporate clients. You will design tailored financial plans and lead client relationships to grow a strong portfolio.

The role offers a dynamic working environment, opportunities for advancement, and a structured development path including MDRT training and overseas convention exposure.

Formación

• Provide comprehensive wealth management advice to high net worth and corporate clients.
• Design tailor-made financial plans to build portfolios with diverse investments.
• Develop and expand networks through CRM and client engagement.
• Lead a team and implement strategic planning for management growth.

Responsabilidades

• Deliver wealth management guidance and investment solutions for key clients.
• Create personal financial plans selecting suitable investment vehicles.
• Expand client base through proactive relationship management.
• Oversee team initiatives and support MDRT-level training and growth.

Conocimientos

Wealth management

Financial planning

Client relationship management

Leadership

Educación

Bachelor's degree

Descripción del empleo

Financial Consultant / Wealth Management Manager

Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities.

Distribution

This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers. With more than 3 million individual customers, we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers.

Key Responsibilities and Duties

Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients

Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles

Develop and expand existing network through customer relationship management

Lead team and implement strategic planning for team management

Requirements

University level education is an advantage OR

HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience

Experience in handling offshore and mainlander segment will be an advantage

Good communication and interpersonal skills

Good command of Chinese

Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

Professional training program (Pre-job and on-job training on how to be MDRT qualifier)

One year fast-track promotion program to Senior Manager /Assistant Unit Manager

Excellent career path to management level

Comprehensive Medical Coverage, Life Insurance & Retirement Packages

Overseas trips and conventions

Dynamic Working Environment, Flexible Working Hours

Unlock job insights

Hirer responsiveness Salary match Number of applicants

AIA Hong Kong & Macau has always recognized the importance of engaging in people’s lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many generations. From product design, front line and support services to talent nurturing, these customer insights have helped us uphold the highest standard across all aspects of our business. AIA’s financial planners serve our customers with utmost sincerity and help them to turn their intangible feeling of love into something real, by protecting their loved ones with an insurance policy

AIA Hong Kong & Macau has always recognized the importance of engaging in people’s lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many generations. From product design, front line and support services to talent nurturing, these customer insights have helped us uphold the highest standard across all aspects of our business. AIA’s financial planners serve our customers with utmost sincerity and help them to turn their intangible feeling of love into something real, by protecting their loved ones with an insurance policy

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What can I earn as a Wealth Management Manager