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

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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
Closed 5 months ago
Closed 5 months ago
  • Job type:Graduate Jobs
  • Disciplines:
    Accounting, Actuarial Studies, Administration, Agriculture, Architecture,
    ...
  • Work rights:
    Hong Kong Citizen, Hong Kong
    ...
  • Locations:
    Hong Kong
  • Salary

    1500up

  • VACANCIES

    10

  • Program Duration

    2 week to 1 year

  • POSITION START DATE

    Mar 2024 (approx)

  • Closing Date:24th Apr 2024, 12:59 pm

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