Wealth Asset Specialist

3 days ago


Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full time
Wealth Management Manager/Trainee

An exciting opportunity for driven individuals to join our team as a Wealth Management Manager/Trainee and embark on a rewarding career journey.

  • As a key member of our team, you will work closely with high-net-worth individuals (HNWIs) to develop personalized financial portfolios that align with their distinct needs and objectives.
  • You will design and implement comprehensive financial plans, incorporating insurance and investment strategies to safeguard and grow clients' wealth.
  • Through collaboration with listed companies and corporate clients, you will identify opportunities to deliver tailored business solutions that drive financial success.
  • In addition to professional development, you will have the chance to participate in team-building and leadership initiatives to enhance your skills and contribute to our company's mission.

To excel in this role, you should possess:

  • A strong academic record, including a degree from a reputable university.
  • Minimum 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
  • An energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
  • Fluency in Mandarin is essential, with Cantonese being a valuable asset.
  • QMAS, IANG, or TTPS visa holders are encouraged to apply.

Your primary responsibilities will involve:

  • Determining client requirements and delivering expert financial guidance to optimize their wealth.
  • Strategically managing clients' wealth assets through a range of financial and insurance products.
  • Remaining current with market developments and trends to provide insightful recommendations to clients.
  • Offering a comprehensive suite of financial services, including analysis, investment, savings, retirement, MPF, and risk management.
  • Creating bespoke financial plans for HNW and PRC clients.
  • Providing customized corporate solution planning for corporate clients.
  • Ensuring seamless after-sales support to maintain excellent customer relationships.


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