Canopy
CCKW FINANCIAL CONSULTANT CO.

CCKW FINANCIAL CONSULTANT CO. - Wealth Management Manager

Mid Level
Hong Kong
Wealth Management Manager
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About Us

1919年,AIA在上海成立,逾百年基業發展里程碑。專注發展亞洲市場,為最大的泛亞地區獨立上市人壽保險集團。1931年植根香港,業務覆蓋18個市場。 我們屢獲殊榮,深得業界認同,傲視同儕。百萬圓桌會會員人數全球之冠,人壽保險業界的卓越標準。AIA於香港聯交所上市中最大公司。自2010年上市後,市值升逾四倍,總資產值達 3,400億美元,為恆生指數第二大成分股。

Who we're looking for

We are looking for a talented Wealth Management Manager to join our team.

What you will be doing

Provide Highest Level of Financial Services to Individuals or businesses

  • Evaluate Business or Individual Customers’ Needs and Financial Status
  • Recommend Risk Management Strategies that Fit Clients' Personal Risk Profiles
  • Provides Ongoing Consultation and Support

Learn Team Management through Utilizing the Full Capabilities of the Organization

  • Attend Team Construction Coaching Session
  • Improve Recruitment Management Process
  • Inspire and Motivate Individuals, Manage Talent, and Lead Teams

Self-Continuous Improvement

  • Achieve Professional Destinations (MDRT, CFPCM, RFC, etc.)
  • Constantly Update Job Knowledge and Learn about New Products and Services
  • Build and Grow Relationships with Clients that Can Last for Many Years
What we offer
  • Mentorship Program including One-on-One Training
  • Comprehensive Training Includes Financial Planning, Marketing
  • Techniques, Consultative Selling, Investment Strategies and Products, and Regulatory Compliance.
  • Significant Career Growth Opportunities within the Company, including the Advanced Advisor Path and a Fast-Track to Leadership Program
  • Finance Plan with Uncapped Earning Potential, Monthly income from HK$20K to 85K, plus Remuneration, Allowance, Year-End Bonus, and More
  • Dynamic Working Environment, Flexible Working Hours
  • Study and Exam Leaves for Recognized Professional Exams
  • Special Occasion. eg. Overseas trips, Holiday & Birthday Gifts

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