comScoreTag
Job ref no.: BC-MT
AIA International Limited

Management Trainee / Wealth & Protection Manager

AIA International Limited

ENROLL AIA CHALLENGE DISTRICT

A PATH TO MDRT

ESTABLISH YOUR PROSPEROUS CAREER

Your 1st Choice in LIFE

1. 工作范围:

  • 为在港大陆背景客户及大陆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、海外房产购置等。
  • 与客户保持良好的沟通,及时处理保险赔偿以及理财策划服务
  • 参与团队配合,赴内地扩展客户及合作网络
  • 发展及管理专业财务策划团队


2. 要求:

  • 香港本科或硕士,专业不限
  • 仅限大陆背景求职者,并且拥有IANG或者香港受养人签证
  • 良好沟通能力,普通话优先
  • 如果有在香港或大陆银行工作经验更好


3. 待遇及福利:

  • 提供良好升级机会(可於一年升级初阶管理阶层)
  • 发展及管理专业财务策划团队
  • 丰厚佣金加各种年终花红
  • 海外旅游及会议奖赏
  • 培训成为百万圆桌会国际专业认可
  • 提供在职专业培训和持续进修课程
  • 赞助考取国际认可CFP及CFA 等专业资格

 

Job Descriptions:

1. Professional Financial Services Provision to customers

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

2. Team Management

  • Attempt planning strategies for constructing team
  • Learn recruiting & management tasks

3. Personal Continuous Development

  • Achieve Professional Qualifications (MDRT, CFPCM, ChFC, RFP, RFC, etc.)
  • Acquire up-to-date financial knowledge
  • Develop better interpersonal and communication skills

Requirements:

  • Degree holders in all discipline (Fresh graduates will also be considered)
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese and Mandarin IANG are in advanced
  • Experiences in banking and insurance industry will have an advantage 

 ****** FOR HK RESIDENT ONLY IANG ARE WELCOME TO APPLY ******

Interested candidates please feel free to send your full resume to Mr. Bruce Cho.

Email:
​Wechat: bu-0168
​Whatsapp: 61166312

More job information
Job ref no. BC-MT (CT3114345-01#0023)
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 0 year - 5 years
Career Level
  • Senior management level
Education
  • Degree