Wealth Management & Protection Manager

Job Overview

Why AIA Wealth Pro?

1. MDRT (Million Dollar Round Table) District

2. Expert guidiance in lead generation from multiple sources.  Your prospects are not limited to warm market only

3. Resourceful in market penetration and media exposure, established channels for interviews in financial progamme and magazine

4. Professional training and image design, espeically for MV promotional videos for brand building

5. Regular training on different topics, and recorded training in e-platform

6. Strong support to assit you solving your customers’ problems

7. Round-the-clock in-depth exclusively in our team : tailor-made your own personal business strategy according to your profile

8. Focus on providing services to high net worth individuals, making high commission deals by applying law quotient in sales meeting

9. Good practice in workflow and auxiliary management in operations.  Help you to build your own team

DUTIES：

1. Provide professional financial services to HK and PRC clients, including but not limited to wealth management and investment portfolio advices, retirement planning, education fund planning and risk management

2. Provide group medical, MPF and employee benefits protection to corporate clients

3. Maintain good relationship with client, review financial portfolio regularly

4. Update the financial news to clients and provide after sales services

5. Participle regular activities and workshop to expand client network

SKILL & REQUIREMENTS：

1. HKID holder, IANG holder

2. High Diploma, University degree or above in any faculties (Fresh graduates & Pre-IANG holders are welcome)

WE OFFER：

1. Flexible working hours, work life balance 

2. Self-media platform resource, different themes workshop 

3. Career platform, systematic training from starter to management level

4. Uncapped commission scheme, performance bonus, year end bonus, agency share purchase plan, group medical scheme

5. Structured training program is provided regularly, including but not limited to different themes training, e-learning modules

Shortlisted candidates will be contacted within 3 working days.

If you have any enquiries, please feel free to contact us. Whatsapp：68473282