Wealth Management Lead — Private Clients | Flexible Hours

AIA International Limited; Hong Kong; In loco; HKD 350.000 - 700.000; Tempo pieno

Vantaggi offerti da questo lavoro

Monthly allowance

Attractive commission package

Year-end bonus

Comprehensive fringe benefits

Professional training program

Overseas trips

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Wealth management

Financial planning

Client relationship management

Leadership

Formazione

Bachelor's degree

Descrizione del lavoro

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.