Wealth Management Trainee / Financial Consultant

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

Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities.

Distribution

This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers. With more than 3 million individual customers, we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers.

Key Responsibilities and Duties

• - 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

Requirements

• University level education is an advantage OR
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Experience in handling offshore and mainlander segment will be an advantage
• Sales and customer orientation, with good communication and interpersonal skills
• Good command of Chinese
• Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
• One year fast-track promotion program to Senior Manager /Assistant Unit Manager
• Excellent career path to management level
• Comprehensive Medical Coverage, Life Insurance & Retirement Packages
• Overseas trips and conventions
• Dynamic Working Environment, Flexible Working Hours