Wealth Management Manager

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

Benefits offered by this job

Monthly allowance

Commission package

Year-end bonus

Comprehensive bonus

Five-day work week

Overseas convention travel

Training (pre-job & on-job)

Job summary

AIA INTERNATIONAL LIMITED in Hong Kong offers a wealth management role focused on high net worth clients. You will deliver investment and portfolio guidance, retirement and estate planning, and risk management advice while building a powerful network with top professionals.

Successful candidates join a team with 20+ years of experience and benefit from training, overseas conventions, and performance-based incentives in a dynamic financial services environment.

Qualifications

• Undergraduate degree or above in any discipline.
• Fresh graduates, IANG and TTPS visa holders welcome.
• Bilingual English and Chinese proficiency.
• Interest in financial services and insurance.
• Willing to learn, team-oriented and driven.

Responsibilities

• Develop networking skills to attract high net worth clients.
• Provide wealth management and tax planning advice.
• Deliver investment planning and portfolio recommendations.
• Assist with retirement, estate and risk management planning.
• Collaborate with senior professionals to grow client relationships.

Skills

Networking

HNW clients

Interpersonal skills

Presentation skills

Wealth management

Investment planning

Retirement planning

Estate planning

Risk management

Education

Bachelor's degree

Job description

This is a wealth management and financial advisory role focused on managing high net worth clients' wealth, providing investment planning and portfolio advice, and delivering retirement, estate and risk management planning. You will develop networking skills and work with top financial professionals and managers with over 30+ years of experience.

Responsibilities

• Master the skill of networking
• Manage High Net Worth Clients' Wealth
• Master Interpersonal and Presentation skills
• Wealth Management and Taxation Advice
• Investment Planning and Portfolio Advice
• Retirement, Estate and Risk Management Planning

Requirements

• Undergraduate & Degree holders or above in any discipline
• Fresh graduates, IANG and Top Talent Pass Scheme (TTPS) visa holders are welcome
• Proficient in both English and Chinese
• Have an interest in the financial and insurance sector
• Strong team-building skills, willing to learn and determined
• You are required to obtain the relevant license(s) if your job involves regulated activities

Benefits

• Monthly allowance, attractive commission package, year-end bonus and comprehensive bonus
• Five-day work with flexible working hours
• Overseas convention and travel incentives
• Professional pre-job and on-job training

We are Positive District and have many distinguished accolades unparalleled by other teams.

What makes us unique is that we have trained individuals with no prior financial background or networks and become MDRT (Million Dollar Round Table) members!

In our profession: Networking, dealing with High Net Worth Clients, and professionals are vital to the success of this business, with confidence we can assist you to master this skill, or at the very least you can learn all the secrets of doing so.

This is a great opportunity for those seeking for best in class knowledge of the financial and insurance industry. Successful candidates will have the opportunity to work with top financial professionals and managers with over 20+ years of experience. Hone your presentation and communication skills, vital in business development.

AIA Group

AIA stands as the largest independent publicly traded life insurance entity in Asia, operating across 18 markets in the Asia-Pacific region. It holds the title of the world's largest life insurance provider, with wholly-owned primary operating subsidiaries or branches in 18 Asia-Pacific markets, supported by a vast network of 250,000 agents and more than 20,000 employees. The company boasts total assets amounting to US$216 billion and is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code "1299," with Level 1 ADRs available for trading on the over-the-counter market (ticker symbol: "AAGIY"). As of December 31, 2024, AIA ranks among the largest constituents of The Hang Seng Indexes.

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

What can I earn as a Wealth Management Manager

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