AIA Wealth Management Manager

Job Description:
- Evaluate clients' financial situations through financial needs analysis
- Analyze and offer a complete package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and Chinese markets, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
- Establish close business relationships with clients and review their financial portfolios
- Build and manage a financial planning team
- Align with Family Office that offers a wide range of insurance and investment tools for clients
We seek candidates who have:
- A degree in any field (recent graduates are also considered)
- Maturity, self-motivation, diligence, and willingness to learn
- Enthusiasm, passion, and outgoing personality
- Strong interpersonal and communication skills
- Fluency in Cantonese or Mandarin, and English
- Prior experience in the banking industry is advantageous
- Experience in industries such as talent acquisition, hospitality, retail, or beauty is welcome
Benefits we offer:
- Annual salary expected: HKD 700,000 or more
- Professional training and mentorship program (pre-job and on-the-job training on becoming a MDRT qualifier)
- Monthly allowance + attractive commission scheme + end-of-year bonus + comprehensive fringe benefits
- Overseas trips and conferences