Wealth Management Manager/Trainee

1 day ago


Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full time
Wealth Management Manager/Trainee (Fresh Graduated Welcome)

1 week ago Be among the first 25 applicants

  • Client-facing role with high-net-worth individuals (HNWIs)
  • Building tailored financial portfolios to meet client's financial and insurance needs
  • Providing business solutions to listed companies and corporate clients
  • Team-building and leadership development opportunities

We are looking for:

  • University degree holder
  • 2+ years of working experience in the financial industry is an advantage
  • Experience in the banking industry or background in mainland will be an advantage
  • Energetic, outgoing, hardworking, and willing to learn
  • IANG/ TTPS/ QMAS visa holders are welcome
  • Fluent in Mandarin is a must, and Cantonese is a plus

Responsibilities:

  • Identifying the needs of clients and providing professional financial advice
  • Management of wealth assets of clients through financial and insurance products
  • Updating the latest financial news to clients
  • Providing financial analysis, investment, saving, retirement, MPF, and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Premium Financing)
  • High-end financial planning for HNW and PRC Clients
  • Corporate Solution Planning for Corporate Clients
  • Provide quality after-sales services to maintain good customer relationship
Seniority level

Internship

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance

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