Senior Wealth Advisor & Team Builder

AIA; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Benefits offered by this job

Attractive remuneration package

Training for MDRT, COT, TOT

Flexible working hours and joyful work

Overseas conferences and travel

Support CFA/CFP qualifications

Job summary

AIA Hong Kong is seeking a motivated financial advisor to design tailor-made financial solutions covering risk management, retirement, and wealth transfer. You will present plans to both individual and corporate clients and build lasting relationships.

The role includes recruiting and leading your own team, designing strategies, and driving business objectives. A rewarding package, training toward MDRT/COT/TOT, flexible hours and international travel opportunities are offered.

Qualifications

• Fresh graduates considered
• HKID and Dependent visa holders welcomed
• Experience in banking/financial industry is an advantage
• Experience in sales, retail, beauty, fitness or tourism welcomed

Responsibilities

• Compose tailor-made financial solutions for customers that satisfy their changing financial needs.
• Presenting financial solutions to individual and corporate clients
• Build long-term customer relationships
• Recruiting, establishing and managing a team of your own
• Designing and implementing team strategies; managing the team to deliver business objectives

Skills

Interpersonal skills

Sales ability

Cantonese

Mandarin

English

Education

High Diploma or above

Job description

AIA Hong Kong is seeking a motivated financial advisor to design tailor-made financial solutions covering risk management, retirement, and wealth transfer. You will present plans to both individual and corporate clients and build lasting relationships.

The role includes recruiting and leading your own team, designing strategies, and driving business objectives. A rewarding package, training toward MDRT/COT/TOT, flexible hours and international travel opportunities are offered.