Job ref no.: CT3119304-01#0007

Wealth Management & Protection Manager ( Welcome IANG)
财富 管 理 與 保 障 经理 / 见習 經 理

AIA International Ltd

我们将提供..

  • 推荐合格的申请者加入 AIA Premier Academy 培训计划,得到完整的财富管 理理论及实践培训,快速学习和快速晉升的机会,力争第一年就达到百万圆桌 MDRT 的资格
  • 合格的申请者初期将获 “津贴+佣金+年底花红“ 的薪酬模式(取決于面试情 況)
  • 设有完善的福利制度
  • 考取国际认可专业资格及榮衔支持
  • 特設普通話培訓
  • 由知名的资深导师带领學習
  • 到外地出席國際会议的机会
  • 豐富的業余活動及旅行

入职要求..

  • 财富管理及保障经理 : 大学学位或以上学历
  • 香港居民或持有有效在香港工作的许可证
  • 欢迎应届毕业生及持有 IANG 毕业生申请
  • 良好沟通技巧,目标感強,成熟有上进心
  • 具備外向性格,有工作热情,团队精神,乐观好学
  • 愿意承擔压力和面对挑战的个性
  • 專業及良好信誉和诚信
  • 具中英文读写能力;操流利普通话及有国内背景者优先考虑

工作范围..

  • 为客户提供专业的一站式理财谘询、多方面的保障及定期了解客户需要
  • 检讨现有理财计划及时处理保险索偿
  • 拓展新客户关系
  • 策划及参与不同类型的推な活动
  • 提供专业于财富承传,企业传承,规划遗产的计划
  • 为在港大陆背景客户及访港旅客客户提供财富保障及财富增值方案的建议, 包括:保险、退休计划、离岸信托、全球基金投资等
  • 参与团队平台资源配合,共同拓展客户及合作网络
  • 不断学习财富管理方面的知识,为客户提供最新的市況信息

*****只接受持香港身份证或 IANG 签证*****

报名方法:请按 Apply Now 提交履历表


We offer:

  • Practical support to help you to become an internationally recognised Million Dollar Round Table (MDRT)
  • Monthly allowance plus attentive commission & bonus.
  • A well-structured and comprehensive training program
  • A team of industry renowned mentors
  • One year fast-track promotion programmer to Senior Manager Immigration Arrangements for Non-local Graduates (IANG) in AIA Premier Academy (AIAPA) have demonstrated their strength and commitment in the industry, and have broken records with their business results. Special Support for IANG Candidates:
  • Career Orientation Programme
  • Training support
  • Workshops and seminars conducted in Putonghua
  • Product training aimed at the foreign visitors

Requirements:

  • Manager, Wealth Management & Protection: University Graduate in all discipline; Immigration Arrangements for Non-local Graduates (IANG) is welcome
  • Financial Planner: Diploma or above qualifications
  • Minimum 1 year working experience preferred
  • Strong communication and interpersonal skills, with sound knowledge of application software such as MS office an advantage
  • High degree of credibility and integrity
  • Proficiency in both English and Chinese; fluency in Putonghua would be an advantage

Job Descriptions:

  • Understand customer needs and recommend appreciate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
  • Provide comprehensive and professional financial services such as Risk Management Planning, Investment Planning, Wealth Management and Retirement Planning
  • Responsible for the development of PRC Business
  • With the support of the company, offer proactive and personalised financial services to the affluent segment customers
  • Support the Company’s initiatives as and when necessary

*Subject to prescribed conditions and qualifications.
 

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司)

More job information
Job ref no. CT3119304-01#0007
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
    N/A
Career Level
  • Middle management level
Education
  • Degree
  • Master's degree