Wealth Management Executive/Manager (Fresh Graduates, IANG are welcome)

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Jason Tai Financial Consultancy

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A young team with big ambition Fast track advancement opportunities  Flexible working hours Know more

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Wealth Management Executive/Manager

(Fresh Graduates, IANG are welcome)

AIA International Limited was established in 1919 and began its operations in Hong Kong in 1931. Its wholly-owned subsidiaries and branches in Asia Pacific are across 15 regional markets. Over the years, AIA Group has been leading the industry with its forward-looking vision, offering customers the most appropriate protection and financial solutions. It provides individuals and businesses in investment, retirement, conservation and risk management.

Job Description

  • Provide professional financial advice and services to clients 
  • Identify client financials needs and establish planning accordingly
  • Update financial knowledge and news to your clients
  • Private wealth management services to your clients 

We are looking for

  • Degree holder in all discipline
  • Energetic, mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate, IANG and Dependent VISA holders are welcomed. (1-2 years working experience is an advantage)
  • Experience in sales industry or background in mainland will be an advantage
  • Proficiency in both English and Chinese, fluency in Mandarins would be an advantage
  • Good interpersonal and communication skills
  • Strong teamwork spirit

We Offer

  • Eligible applicants will be recommended to join the AIA Premier Academy training program to provide you with comprehensive wealth management theory and practice training, and strive to reach the first Million Dollar Round Table (MDRT) qualification
  • Over 200 hours well-structured and comprehensive mentoring programs for professional advancement
  • Fast-track advancement opportunities, will be promoted to management positions within 12 months.
  • Gain accreditation from the internationally acclaimed Million Dollar Round Table association
  • Promising career path to Associate Director/ Director of Wealth Management
  • Professional designations training e.g.CFP, AFP, RFP, RFC, Fch

Benefits

  • Standard income HK$500,000 - HK$800,000 per annum
  • Monthly Allowance from $10,000 to 50,000+, Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Overseas learning experience
  • Special holiday package (2 company trips per year)

******  Hong Kong Residents and IANG Visa Students, Fresh Graduates are welcome.******

If interested, please contact Jason Tai at +852 6338 9654 or ttkitjason@gmail.com 

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