Wealth Management Manager

4 weeks ago


Hong Kong Island, Hong Kong SAR China AIA Full time

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
Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Insurance

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