Job ref no.: CT3126294-01#0111
AIA International Limited

AIA 財富管理經理/ Wealth Management Manager ($17K - $50K Allowance + Commission + Bonus)

AIA International Limited

  • Competitive remuneration package & fringe benefit
  • Develop relationship & create business opportunity
  • Minimum of 5 years any working experiences


AIA Challenge Family「秉持專業熱誠業界長勝將軍」

「精英團隊,執行細節,追求卓越」是我們友邦香港營業團隊CHALLENGE Family(挑戰家族)的核心營運理念。

友邦香港區域執行總監余達強(Terence)創立“挑戰家族"(Challenge Family),從一個人開始,發展了區域團隊,再擴展成擁有13名區域總監的“挑戰家族",以35年的歲月,成就市場上的頂尖頂端。持續的成功,長勝的「軍隊」,匯聚了達成共識公認最崇高的國際榮譽-百萬圓桌會(MDRT)會員,造就了空前成功。 「挑戰家族」精英輩出,以MDRT(百萬圓桌會員)為指標,眾成員擁有高學歷,配合最專業的服務,持續傳承家族的優良傳統,不斷創造更高的榮耀,令每位家族成員,均以身為“挑戰家族"的一份子引以為傲。



Job Descriptions: 

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills



  • Degree holder in all discipline
  • Minimum of 5 years relevant sales experience, preferably in the service industry
  • Entrepreneurship and self-motivated
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese or Mandarin
  • Candidates with banking, sales, customer relationship manager experience are welcomed



  • 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
  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas trips and conventions
  • Professional qualification (Insurance Intermediary Qualification Examination Paper 1 and 3 / Intern Certificate)


******  Hong Kong Residents and IANG Visa Students are welcome.******

Interested parties please submit application / CV by clicking the Apply Now button below. We look forward to receiving your application. All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.

More job information
Job ref no. CT3126294-01#0111
  • 15,000 - 45,000 / month
Job Function
  • Causeway Bay
Employment Term
  • Internship
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree
Require to Travel
  • Travel occasionally
  • 5-day week
  • Additional subsidies
  • Alternate Saturdays
  • Compassionate leave
  • Competitive pay
  • Marriage leave
  • Staff care centre
  • Transportation allowance
  • Year-end bonus
  • … + 4 more