Wealth Management Trainee: Fast-Track to Senior Advisor

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 500,000 - 780,000; Full time

Benefits offered by this job

Comprehensive Medical Coverage

Life Insurance & Retirement Packages

Overseas trips and conventions

Flexible Working Hours

Job summary

AIA Hong Kong and Macau is seeking Private Wealth Management professionals to enhance service for high-net-worth and mass clients in Hong Kong. The role offers a flexible working environment and extensive career development opportunities within a leading insurance and financial services group.

The position focuses on wealth management and financial services, with exposure to liquidity management and ongoing relationship development across a large client base.

Qualifications

• University level education is an advantage or equivalent.
• HKCEE/HKDSE with passes in Chinese and Mathematics or English and Mathematics at Grade E/Level 2 or above plus relevant work experience.
• Experience handling offshore and mainland clients is an advantage.
• Sales and customer orientation with good communication and interpersonal skills.
• Good command of Chinese.

Responsibilities

• Tailors Investment Strategies for Clients, Identifying Objectives and Constraints.
• Learns Team Management through Utilizing the Full Capabilities of the Organization.
• Reviews Client Information, including Financial Statements & Risk Investment Profile.
• Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards.
• Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services.
• Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management.

Skills

Sales skills

Customer orientation

Communication

Interpersonal skills

Education

University level education

Job description

AIA Hong Kong and Macau is seeking Private Wealth Management professionals to enhance service for high-net-worth and mass clients in Hong Kong. The role offers a flexible working environment and extensive career development opportunities within a leading insurance and financial services group.

The position focuses on wealth management and financial services, with exposure to liquidity management and ongoing relationship development across a large client base.