Wealth Management Manager
4 weeks ago
3 days ago Be among the first 25 applicants
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With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.
Our team provides a one-stop solution for Wealth Management, specializing in Investment, Capital Appreciation, and Portfolio Management.
We are looking for high-caliber individuals who are passionate, proactive, forward-thinking, and innovative to join our professional team.
Job Description
- Provide wealth management services to high net worth individual clients
- Maintain and develop relationships with clients by providing regular updates and inquiries service
- Provide investment recommendations and cross-sell products to high net worth clients based on their financial needs, including Equity, Fixed Income, Funds, etc.
- Inform clients about potential risks of investment and provide solutions guidance
- Ensure full compliance with internal and external requirements on relevant regulated activities
Requirements
- University Degree or above
- 1-3 years working experience
- Fluent in Cantonese
- Knowledge of products preferred by common high net worth clients, e.g., Equity, Fixed Income, Funds
- Strong problem-solving skills
- Highly motivated and results-oriented
- Ability to take initiative to challenge and improve processes
- Able to manage multiple tasks or projects and meet deadlines effectively
- Strong team player who can work under pressure
- Previous client-facing experience is preferred
- Hong Kong Identity Card Holder Only
Entry level
Employment TypeFull-time
Job FunctionFinance and Sales
IndustriesInsurance
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