Assistant Wealth Planning Manager (Focusing on Investment Immigration/High Talent Pass/Funding Business)

Company introduction

Hong Kong AIA (AIA) as the leading insurance and financial services group in Asia, deepens its roots in the Hong Kong and Mainland markets, providing customers with all-round wealth management and risk protection solutions. We rely on our excellent professional team, innovative products and international platform to help customers achieve their life goals. Now, due to business expansion needs, we sincerely invite entrepreneurial talents to join us and create a business peak together.

Position highlights

· High-end customer resources: Focus on high-end business fields such as investment immigration, high-talent communication plan, cross-border financing, etc., and contact high-net-worth customers in Hong Kong and the mainland.

· Professional training system: Provide systematic training in fields such as immigration policy, cross-border financial regulations, and investment strategies, helping you grow quickly.

Main responsibilities

1. Provide professional investment immigration, high-talent pass consultation and application support to Hong Kong and Mainland Chinese customers.

2. Design customized wealth management solutions, covering asset allocation, financing planning, risk management, etc.

3. Expand and maintain a high net worth client network, establish long-term cooperative relationships.

4. Collaborate with legal, tax and other professional teams to provide cross-border wealth inheritance and corporate financing services to customers.

5. Regularly participate in industry training to keep up with market dynamics and policy changes.

Application requirements

· Educational qualifications are not limited, but you must be passionate about the financial industry, have good communication and analysis skills.

· Priority will be given to those with the following experiences:

· Financial institution sales, immigration consulting, private banking or cross-border business experience;

· Familiar with Hong Kong investment immigration/High Talent Pass/Cross-border financing related policies;

· Hold relevant licenses (such as insurance intermediary qualifications, IIQE/HKSI) is preferred, those without licenses can provide training support.

· Language requirements: Fluent Cantonese, Mandarin; good English is preferred.

We provide

· Competitive salary: base salary + high commission + quarterly bonuses + annual bonuses (up to HKD$80,000+/month).

· Special allowance: After passing the probation period, you can receive a customer development allowance and a signing bonus.

· International perspective: Regularly participate in Hong Kong/Chinese industry exchanges and international financial summits.

· Promotion and partnership opportunities: Excellent consultants can be promoted to regional managers, participating in team bonuses and equity plans.