Ambitious Financial Professional
2 days ago
We are AIA Hong Kong and Macau, a leading insurance company committed to helping our customers achieve their long-term goals.
As a Graduate Program Wealth Management Trainee, you will play a key role in providing personalized financial services to our high-net-worth and mass integrated account customers.
Key Responsibilities- Develop tailored investment strategies for clients based on their objectives and constraints.
- Leverage team management skills to maximize organizational capabilities.
- Analyze client information, including financial statements and risk investment profiles.
- Stay up-to-date with market trends and regulations to maintain industry knowledge.
- Apply previous experience to add value to the insurance advisor services sector.
- Gain exposure to various aspects of wealth management, liquidity management, and ongoing relationship management.
- University-level education is an advantage or HKCEE/HKDSE with relevant work experience.
- Experience handling offshore and mainland segments is a plus.
- Sales and customer orientation, with strong communication and interpersonal skills.
- Good command of Chinese language.
- Competitive monthly allowance and attractive commission package.
- Year-end bonus and comprehensive fringe benefits.
- Professional training program for MDRT qualifier.
- One-year fast-track promotion program to Senior Manager/Assistant Unit Manager.
- Excellent career path to management level.
- Comprehensive medical coverage, life insurance, and retirement packages.
- Overseas trips and conventions.
- Dynamic working environment and flexible working hours.
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