AIA

Wealth Management Manager / Trainee (graduates 2024 2025 are welcome )

Hong Kong

$286
10 days ago
Save Job

Summary

Company Description


AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets across Asia. Established in Shanghai in 1919, AIA is a market leader in Asia and offers life insurance, accident and health insurance, savings plans, and other financial services. With total assets of US$286 billion, AIA serves over 42 million individual policyholders and over 18 million members of group insurance schemes.


Qualifications


  • Financial Planning and Investment Management skills
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Bachelor's degree from a QS100 university.
  • Must possess Hong Kong residency.
  • Relevant industry experience is preferred.
  • Strong sales aptitude and excellent communication skills.
  • A proactive attitude towards client engagement and relationship building
  • Relevant certifications (e.g., CFA, CFP) are a plus
  • Fluency in Chinese languages( Mandarin)


Key Responsibilities


  • Conduct in-depth financial analysis and wealth management planning for clients.
  • Provide tailored advice to help clients achieve their financial objectives.
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.
  • Stay updated on market trends and investment opportunities to offer informed guidance.
  • Collaborate with a team of professionals to deliver exceptional service and support.


Roles and Responsibilities


  • Provides Financial Strategies for Clients, Identifies Objectives and Constraints
  • Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills
  • Conducts Investment Research and Stays Informed of Developments in the Growing Insurance Industry
  • Relationship Management and Communication Techniques
  • Participates in Ongoing Training and Development Sessions


(Full Time)

  • Diversified Environment, Flexible Working Hours
  • Exceptional Income Potential, One-of-a-kind Financing Scheme
  • Comprehensive Medical Coverage, Insurance & Retirement Plans
  • Best In-Class Training Delivered by Industry Leading Tools
  • Benefit from Exclusive Recognition, Privilege & Rewards


(Intern)

  • An Guaranteed Official Internship Certificate
  • Customized Training and Internship Schedule
  • Get at least two business licenses throughout the Internship
  • Chance for Receiving Return Offer to Unlock Full Benefits


Career Development


At AIA Hong Kong, we believe in investing in our employees’ future. As a Wealth Management Consultant, you will have access to:

  • Comprehensive training programs to enhance your skills and knowledge.
  • Opportunities for mentorship from experienced industry professionals.
  • Clear career progression paths, with potential advancement to senior consultant or managerial roles based on performance.
  • Access to a wide range of resources and tools to support your success.


What we offer


  • Competitive remuneration package with performance-based incentives.
  • Flexible working hours and a supportive work environment.
  • Opportunities to participate in industry-leading seminars and workshops.
  • A chance to make a real difference in clients' lives by helping them secure their financial future.


Join Us


If you're ready to take the next step in your career and make a positive impact in the wealth management sector, we want to hear from you! Apply now.

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