Canopy
AIA International , Singharbour(HK)

AIA Singharbour - Wealth Management Manager / Trainee

Entry Level
Hong Kong
Wealth Management Manager / Trainee
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About Us

AIA International Limited has been leading the industry with its forward-looking vision, offering customers the most appropriate protection and financial solutions, and meeting their needs in different life stages. We are committed to playing a leading role in driving the economic and social development of Hong Kong and across the Asia-Pacific region, fulfilling its commitment to the economy and community, helping people live healthier, longer and happier lives.

Who we're looking for

We are a professional planning team under AIA International Ltd. which is a well-educated and professional team in Hong Kong. With our expanding business, we are currently looking for the high-potential candidates who would like to develop their career in Financial Industry to join our dynamic team and support our business.

What you will be doing
  • Understand client’s wealth objectives and investment requirements, by monitoring risk levels of investment portfolio
  • Assess client’s current financial situation and develop financial plan for client by selecting suitable financial product and service
  • Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
  • Maintain and develop relationships with client
  • Prepare presentation and proposal for internal and client usage
  • Share market insight and strategy in team
  • Acquire leadership and team management skills for future career development and progression to managerial level
Who you are
  • Bachelor Degree or above (Fresh graduate/ IANG holders are welcomed)
  • Excellent interpersonal, communication and presentation skills
  • Proactive, creative and responsible
  • Good knowledge and network in China market is an advantage
  • Good command of spoken and written English and Chinese, especially in Mandarin
  • Must be eligible to work in Hong Kong
What we offer
  • High commission with monthly allowance and year-end bonus
  • Professional awards and industry-wide recognition, i.e. MDRT, COT, TOT
  • Sponsored oversea conventions and conferences
  • Great chance of promoting to high positions
  • Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
  • Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme
  • Group medical insurance and other allowance

Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.

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9/F, 28 Yun Ping Road, Lee Garden Two
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