Job ref no.: CT3126294-01#0067
AIA International Limited

AIA 財富管理經理/ Wealth Management Manager / Graduate Trainee ( Welcome year 3 & 4 Internship)

AIA International Limited

  • 歡迎應屆大學畢業生 / 實習生 / 國內來港就讀畢業生IANG(慬普通話優先)
  • 固定工作時間 + 提供在職專業培訓及跟進課程(良好發展前景+晉昇機會)
  • $ 17- 55K(佣金+獎金+特別花紅+旅遊獎勵)

 

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。

關於我們的團隊:
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。
故此,「挑戰家族」於1994年首創創友邦香港先河,在仍處於發展初期的保險市場上招聘大學生,令團隊的質素不斷提升,讓「挑戰家族」自AIA於2006年有MDRT紀錄以來保持長勝紀錄,長期囊括公司內的「最高百萬圓桌會會員比例、最多百萬圓桌會會員人數的區域大獎」。及至2018年,「挑戰家族」擁有429位MDRT、47位COT(即3倍MDRT)及25位TOT(即6倍MDRT),傲視同儕,成就業界傳奇。

透過以下連結了解我們團隊更多:

https://www.linkedin.com/company/aia-international-limited-challenge-district-cl-cyn

 

工作內容:(Full-Time 財富管理經理/畢業實習生)

1. 向客戶提供專業金融服務

  • 財富管理與投資組合建議
  • 投資計劃
  • 退休計劃
  • 風險管理計劃
  • 中國商業與CIES(Capital Investment Entrant Scheme) 規劃

2. 團隊管理

  • 嘗試構建團隊的計劃策略
  • 學習發展及管理專業團隊
  • 團隊共享營銷策略

3. 自我持續改進

  • 獲取最新的金融理財知識
  • 培養更好的人際溝通技巧及人際網絡
  • 讓你擁有更廣闊的視野和知識,增強自信

學歷要求:

  • 持有所有學科的大學學位持有者或以上學歷 (副學士學位或高級文憑學歷亦會考慮)
  • 創業精神和對個人財務管理感興趣,有志建立個人事業
  • 性格開朗外向,良好的人際溝通能力
  • 流利的廣東話或普通話
  • 歡迎有銀行經驗的人士
  • 持有有效香港身份證 (歡迎新非本地在港的畢業生IANG)

員工福利:

  • 一系列專業培訓計劃和跟進(關於如何成為MDRT合格者的崗前培訓和在職培訓)
  • 提供快捷的晉升通道,迅速積累經驗(最快一年可晉升高級經理/助理部門經理)
  • 每月津貼+佣金+年終獎金
  • 海外旅行及實習機會
  • 專業資格 (保險中介人資格考試卷一及卷三 / 實習證書)

Job Descriptions: (Full-time / Graduate Trainee)
 
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

Job Descriptions: (Internship Program)

1. Professional Financial Services Workshop

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • Mainland China Visitors business (大中華市場)

2. Leadership training

  • Group Presentation
  • Leadership Training

3. Self Development

  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

Requirements

  • Degree holder in all discipline
  • Entrepreneurship and self-motivated
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese or Mandarin
  • Candidates with banking experience are welcomed

Our 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
  • Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas trips and conventions

******  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#0067
Salary
  • 15,000 - 45,000 / month
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Internship
  • Full-time
Experience
  • 0 year - 5 years
Career Level
  • Entry level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree
Require to Travel
  • Travel occasionally
Benefits
  • 5-day week
  • Additional subsidies
  • Alternate Saturdays
  • Compassionate leave
  • Competitive pay
  • Marriage leave
  • Staff care centre
  • Transportation allowance
  • Year-end bonus
  • … + 4 more