Job ref no.: CT3129201-01#0016

AIA Wealth Management Manager / Financial Planner / Internship

AIA International Limited

  • Job Descriptions: 

- Assess clients’ financial situations by conducting financial needs analysis

- Analyze and provide total package of financial services planning 

- Provide comprehensive wealth management services to clients, including:

Risk Management

Retirement Planning

Asset Allocation

Estate Planning

 - Build up close business relationship with clients and review their financial portfolios

 - Build up and manage financial planning team

 

  • Entry Requirements:

- University graduates with Bachelor or master’s degree in any discipline.

- Self-motivated with strong drive to succeed.

- Hardworking, detailed-oriented, independent and sophisticated at working under pressure.

- Good numerical skill and business sense.

- Strong interpersonal, communication and presentation skills.

- Proficient at written English, Chinese and excellent at Mandarin.

- Candidates with valid Hong Kong Identity Card is a MUST.

  •  Benefit:

Monthly pay form 20K to 55K+

Work-life balance

Promotion opportunities

Performance bonus

Provide profession trainings

 

Interested parties please submit application / CV by clicking the Apply Now button below. 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. CT3129201-01#0016
Salary
  • 20,000 - 55,000 / month
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Internship
  • Full-time
Experience
    N/A
Career Level
  • Entry level
Education
  • Degree
Benefits
  • Additional subsidies
  • Competitive pay
  • Flexible working hours
  • Insurance plan
  • Year-end bonus