AIA | Wealth Management Manager/Trainee

3 days ago


hong kong, Hong Kong SAR China AIA Full time

1 week ago Be among the first 25 applicants

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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
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 and Cantonese
Seniority Level:

Internship

Employment Type:

Full-time

Industries:

Insurance

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