High-End Financial Planning Specialist

13 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time

AIA is seeking a highly motivated and skilled Wealth Management Manager/Trainee to join our team. As a member of our wealth management team, you will be responsible for identifying the needs of clients and providing professional financial advice.

Key Responsibilities:

  • Wealth Asset Management: Manage the wealth assets of clients through financial and insurance products, ensuring that their investments are aligned with their goals and risk tolerance.
  • Financial Analysis and Planning: Provide in-depth financial analysis and planning services to help clients achieve their financial objectives, including high-end financial planning for HNW and PRC clients.
  • Corporate Solution Planning: Develop and implement comprehensive corporate solution plans for corporate clients, tailored to their specific needs and goals.
  • Client Relationship Management: Foster strong relationships with clients, providing quality after-sales services to ensure their ongoing satisfaction and loyalty.

Requirements:

  • Education: University degree holder
  • Experience: 2+ years of working experience in the financial industry is an advantage, preferably in the banking industry or with a background in mainland China.
  • Language Skills: Fluency in Mandarin and Cantonese is required.
  • Visa Status: IANG/TTPS/QMAS visa holders are welcome.

Work Environment: Full-time employment in Hong Kong, SAR. Industry: Insurance.



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