Wealth Management Advisor — MDRT Track (HK/ Mainland)

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Benefits offered by this job

Mentor program and training

Bonuses

Flexible working hours

Career development to management level

IIQE Licensing Training subsidy

Job summary

AIA Hong Kong and Macau is seeking graduates to join its wealth management team, focusing on Hong Kong and Mainland China markets. You will conduct comprehensive financial analyses and craft extensive wealth management and portfolio advice, retirement and risk planning solutions.

The role emphasizes communication of AIA offerings, high-quality after-sales service, and a proactive, target-driven approach to helping clients achieve their financial goals.

Qualifications

• Strong communication and interpersonal skills.
• Fluent in Chinese and English; Mandarin is an advantage.
• Self-motivated, target-oriented and eager to learn.

Responsibilities

• Build connections and focus on Hong Kong / Mainland China market.
• Strive to achieve Million Dollar Round Table (MDRT).
• Conduct comprehensive financial analysis and develop Wealth Management & Portfolio Advice; Investment, Retirement and Risk Planning.
• Provide AIA offerings and communicate benefits of Wealth & Risk Management Solutions; ensure high-quality after-sales service.

Skills

Communication skills

Bilingual (Chinese & English)

Self-motivated

Target-oriented

Education

Bachelor’s or Master’s degree

Job description

AIA Hong Kong and Macau is seeking graduates to join its wealth management team, focusing on Hong Kong and Mainland China markets. You will conduct comprehensive financial analyses and craft extensive wealth management and portfolio advice, retirement and risk planning solutions.

The role emphasizes communication of AIA offerings, high-quality after-sales service, and a proactive, target-driven approach to helping clients achieve their financial goals.