AIA Private Wealth Advisor/Wealth Planning Specialist/Intern (欢迎应届毕业生/IANG/高才优才)

About the job

FIND YOUR 'BETTER' AT AIA

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

关于AIA

友邦保险于1919年成立，1931年开始经营香港的业务，屹立亚洲逾100年，覆盖亚太区18个市场。为全球最大人寿保险公司之一，恆生指数第二大成分股。

我们以前瞻性视野领先业界，为客户提供最适切的保障和理财方案，满足不同阶段的需要及期望。我们深信健康是幸福生活的最佳保障，积极助大家活出健康成就好生活。

About The Role

• Communicate effectively to understand client's objectives and provide advice on their financial plans
• Provide professional wealth management services such as risk management, family office advisory and setup services, retirement and estate planning
• Provide one-stop advisory services through referrals on trust, legal, tax, and premium financing
• Build up close business relationship with clients and consistently review their investment portfolios
• Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies

工作描述

• 为香港和中国市场的高净值客户提供全面的财富管理服务，包括风险管理，财富规划与传承，离岸信托咨询及成立，保费融资服务，退休规划，遗产规划等
• 为高净值客户提供一站式多个专业范畴的服务，包含医疗咨询，税务以及法律意见，家族办公室的咨询以及建立 与客户建立密切的业务关系，定期检视他们的财务组合
• 建立和管理财富管理团队

Job Highlights

• Monthly Allowance + Attractive commission and Year-end bonus (MDRT Annual income is over HK$500,000+)
• Overseas conventions & travels
• Fresh graduates are welcome
• Hong Kong citizens or IANG HOLDER or TTPS or QMAS

工作亮点

• 每月津贴 + 提成 + 年终奖金 (百万圆桌会员收入港币$500,000+）
• 海外会议和旅游
• 欢迎应届毕业生
• 香港居民、IANG HOLDER或高才优才计划人士

Preferred Qualifications

• University graduates with bachelor’s or master’s degree
• HKID and Dependent visa holders. Fresh graduates, IANG, TTPS and QMAS visa holders are welcome
• Self-motivated
• Fluent in Cantonese / Mandarin and English Experience in banking industry will be an advantage

工作要求

• 大学本科及以上学历，不限制专业和经验
• 香港身份证及家属签证持有人。欢迎应届毕业生、高才优才签证持有人
• 有自我驱动力
• 流利的广东话/普通话和英语