AIA | Wealth Management Manager/Trainee
3 days ago
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Job 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
- 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 and Cantonese
Internship
Employment Type:Full-time
Industries:Insurance
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