Client Financial Advisor

4 days ago


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

An exceptional opportunity for talented professionals to launch their career as a Wealth Management Manager/Trainee and contribute to our company's vision.

  • You will work closely with high-net-worth individuals (HNWIs) to craft personalized financial portfolios that cater to their specific needs and goals.
  • As part of our team, you will design and implement comprehensive financial plans, integrating 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 performance.
  • In addition to professional growth, 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 be successful in this role, you should:

  • Possess a strong educational background, including a degree from a reputable university.
  • Have at least 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
  • Demonstrate an energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
  • Be fluent in Mandarin, with Cantonese being a valuable asset.
  • Hold a QMAS, IANG, or TTPS visa.

Your key responsibilities will include:

  • Identifying client needs 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 trends and developments to provide insightful recommendations to clients.
  • Offering a comprehensive suite of financial services, including analysis, investment, savings, retirement, MPF, and risk management.
  • Designing bespoke financial plans for HNW and PRC clients.
  • Providing customized corporate solution planning for corporate clients.
  • Ensuring exceptional after-sales support to maintain strong customer relationships.

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