Wealth Management Manager
4 weeks ago
3 days ago Be among the first 25 applicants
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
- 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)
- Customized Training and Internship Schedule
- Get at least two business licenses throughout the Internship
- Chance for Receiving Return Offer to Unlock Full Benefits
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.
Seniority levelInternship
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
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