As a thriving and continuously developing financial advisory team, we are dedicated to providing excellent service. We work hand in hand with AIA International (1299.hk) and a range of leading offshore wealth management partners, focusing on providing one-stop, comprehensive protection and wealth appreciation services for high-end customers such as professionals, civil servants, and business owners in China and Hong Kong.

Our mission is to prioritize the interests of our customers and to provide tailor-made financial advice and solutions with love and care as our core values. We strive for professionalism and integrity, committed to establishing and developing long-term relationships with each customer, ensuring that we can provide them with complete protection and financial needs at every stage of their life.

We believe in the power of the team and pursue mutual trust, mutual aid, mutual love, as well as excellence and continuous progress. We create an environment for our team where each member has the opportunity to explore their potential, enrich their life, and enjoy a happy life.

Opening position:

Manager, Wealth Management & Protection

Responsibilities:

• • Continuously learn the latest financial and wealth management knowledge and provide customers with the latest market information;
  • Provide customers with comprehensive financial and financial advice;
  • Actively develop marketing channels, expand customers and cooperation networks;
  • Provide customers with professional wealth protection and wealth appreciation solutions, including: insurance, savings and investment plans;
  • Provide asset allocation solutions for middle-income individuals;
  • Provide high-end customers with estate planning and wealth inheritance solutions;
  • Maintain good communication with customers, handle insurance claims and financial planning services in a timely manner;
  • Develop and manage a professional financial planning team.

Qualifications:

• • Bachelor’s degree or above (no limitation on major);
  • Holder of Hong Kong ID card (temporary and permanent ID cards are acceptable);
  • Familiar with mainland culture, fluent in Mandarin is preferred, able to understand Cantonese and read English explanatory materials;
  • Have interpersonal skills, enjoy making friends and sharing information;
  • Have work enthusiasm, love to learn, dare to challenge;
  • Strong self-discipline, hard work;
  • Interested in personal financial planning and aspires to establish a personal career;
  • Decent character, agile thinking, meticulous, down-to-earth and responsible, team spirit;
  • Experience in banking or customer management is preferred.

First-class benefits:

• • Qualified applicants will be recommended to join the AIA Premier Academy training program and receive comprehensive wealth management theory training and practical training from our dedicated wealth team;
  • Qualified applicants will be paid in a base salary + commission model, the base salary can match the annual salary of the previous job, the base salary for fresh graduates is HK$12,000/month, and there are year-end bonuses and career bonuses;
  • Outstanding performers will receive the highest recognition in the industry, the Million Dollar Round Table (MDRT) qualification;
  • Arrange to participate in various overseas sales elite discussion meetings every year, those who qualify will be fully sponsored for travel tickets and hotels (at least twice a year);
  • Provide opportunities to interact with successful people in different industries, quickly accumulate experience and enrich life experience;
  • Provide good promotion opportunities, can be promoted to management level within two years.

If you love challenges and are interested in joining our professional team, please send your resume to [email protected] and indicate the source of information and the position you are applying for. We look forward to contacting you and exploring the possibilities of the future together.