
AIA Group 友邦保險(國際)有限公司
AIA Group 友邦保險(國際)有限公司
公司職位 (3)
財富管理-協助續簽
職位描述:
1.通過財務需求分析評估客戶的財務狀況
2.提供綜合金融服務規劃方案
3.爲香港及中國市場客戶提供全面的財富管理服務,包括:
風險管理
退休規劃
資產配置
遺產規劃
4.與客戶建立密切的業務關係並定期審查其投資組合
5.組建和管理財務規劃團隊
我們尋找:
1.所有學科的學位持有者(應屆畢業生亦可)
2.成熟、上進、勤奮,樂於學習
3.精力充沛、熱情、外向
4.具備良好的人際交往及溝通能力
5.流利普通話或粵語,英語能力優秀
6.有銀行行業相關經驗者優先
7.歡迎具有航空、旅遊與酒店、零售、美容、健身等行業經驗者
我們提供:
1.期望年薪:港幣55萬或以上
2.專業培訓及導師計劃(提供成爲百萬圓桌會員的崗前及在職培訓)
3.通往管理層的優秀職業發展路徑
4.每月底薪+誘人的提成方案+年終獎+全面福利
5.海外旅行及高端會議機會
6.IIQE 試卷 1 和 3 的考試培訓支持
7.職業發展相關證書
不要猶豫,馬上加入我們,開啓您的金融事業新篇章!
Wealth Management Manager/Internship (Local/IANG/Mainland Background Preferred)
Full time Job Description:
- Assess clients’ financial situations by conducting financial needs analysis
- Analyze and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
Internship Program Includes:
- Selling Technique
- Investment tools know-how
- Introduction to Investment tools
- Build up personal network.
We look for:
- Degree holder in all discipline (Fresh graduates will also be considered)
- Mature, self-motivated, hardworking, and willing to learn
- Energetic, passionate and outgoing
- Good interpersonal and communication skills
- Fluent in Cantonese or Mandarin, and English
- Experience in banking industry will be an advantage
- Experience in aviation/tourism and hospitality/retail/beauty/fitness industry are welcomed.
Requirement:
- Current university year 3/4 students or equivalent are preferred (HKID, IANG visa and dependent visa holders are welcome)
- Post graduate students /candidates with less experiences are welcome to join the 2023 fall graduate program.
- Entrepreneurship vision and self-motivated mindset
- Excellent interpersonal, communication and presentations skills
- Good command of written and spoken English and Chinese, preferably fluent in Putonghua
We Offer:
- Expected salary per year: HKD 500,000 or above
- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)
- Excellent career path to management level
- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and conventions
- IIQE Paper 1 & 3 Licensing Training
-Certificate upon completion.
Don’t be hesitate to register & Join Us
Hong Kong ID Card Holders and IANG visa Only
財富管理總監/副財富管理總監 高級財富管理經理/財富管理經理
-
通過財務需求分析評估客戶的財務狀況
-
提供綜合金融服務規劃方案
-
爲香港及中國市場客戶提供全面的財富管理服務,包括:
-
風險管理
-
退休規劃
-
資產配置
-
遺產規劃
-
與客戶建立密切的業務關係並定期審查其投資組合
-
組建和管理財務規劃團隊
任職要求
-
所有學科的學位持有者(應屆畢業生亦可)
-
成熟、上進、勤奮,樂於學習
-
精力充沛、熱情、外向
-
具備良好的人際交往及溝通能力
-
流利普通話或粵語,英語能力優秀
-
有銀行行業相關經驗者優先
-
歡迎具有航空、旅遊與酒店、零售、美容、健身等行業經驗者
我們提供
-
期望年薪:港幣55萬或以上
-
專業培訓及導師計劃(提供成爲百萬圓桌會員的崗前及在職培訓)
-
通往管理層的優秀職業發展路徑
-
每月底薪+誘人的提成方案+年終獎+全面福利
-
海外旅行及高端會議機會
-
IIQE 試卷 1 和 3 的考試培訓支持
-
職業發展相關證書