Management Associate, Wealth Management and Protection / Financial Planner

  • $10000-$25000(plus commission, rate based on different products and service provided)
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • AIA International Limited
  • 06 Aug 18 2018-08-06

We are one of the Premier Agency in AIAHK (Pioneer District), an international insurance company listed (no.01299) in HK. We are looking for Management Associate / Financial Planner.

What kind of meaningful job you are looking for that affect people?

What kind of life you want to live that worth examined when you grow old?

We are looking for Management Associate / Financial Planner who is:

✧ Wisdom, energetic, and for utmost importance, with integrity

✧ Dare to change and pursue personal growth

✧ Effectively prepare and conduct tel and in-person meetings with clients independently

✧ Aim at being MDRT (Million Dollar Round Table, the top 3% financial experts)

✧ Fluent in Cantonese / Putonghua and English

✧ Discipline but with flexible working hours

✧ Tertiary education, major in any discipline (in finance sector, success didn’t belong to finance / BBA graduate only)

✧ IANG is welcome

 

Benefit:

  • Allowance from $10,000 to $25,000 (plus commission, rate based on different products and service provided)
  • Year-end bonus
  • Over 50 hours CPD training in Premier Academy
  • Overseas learning opportunity and travel sponsor
  • Sponsored arrangement for professional exam, e.g. CFP
  • Fast route to managerial level depends on performance
  • Applicants with 5 years or more could apply for Executive Development Program
  • Successful candidates will enter to Career Representative Contracts with AIA

 

Task:

  • Wealth and risk management for clients
  • Drafting financial plan, proactively making market and investment analysis
  • Maintain existing customer relationship building with regular communication with clients, and to capture potential business opportunities in HK & the Southern China region
  • Managing enquiries and engagement related matters from clients

“All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Policy, which is available upon request. AIA reserves the right to modify the terms and conditions of package offered.”