Wealth Manager Or Management Trainee

AI Job Summary

Job Highlights

MDRT District with over 40-year history in AIA
Fast Start Monthly Bonus ($15,000 - $50,000)
Full sponsorship of insurance license exams

Job Description


  • Self-motivated, target-oriented, eager to learn, and responsible
  • Wealth Management Manager: Bachelor’s degree in any discipline
  • Financial Planner: Associate Degree/Higher Diploma with 2-year work experience 


  • Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
  • Develop corporate solutions (group medical and MPF) business
  • Establish and maintain client relationship by providing quality after-sales services
  • Work closely with team head and internal departments that facilitate cross-selling opportunities


  • Attractive income package, including monthly and year-end bonuses
  • Flexible working hours with work-life balance
  • Transparent and fast-track career development to management level
  • Structured training program and mentoring by a team of well-experienced MDRT managers
  • Company stock purchase scheme
  • Overseas conventions and incentive trips
Closing in 7 days
Closing in 7 days
  • Job type:Internships
  • Disciplines:
    Accounting, Actuarial Studies, Administration, Agriculture, Architecture,
  • Work rights:
    Hong Kong Citizen, Hong Kong
  • Locations:
    Hong Kong

    Apr 2024 (approx)

  • Salary

    8k - 50k



  • Program Duration

    2 week to 1 year

  • accepts international


  • Closing Date:25th May 2024, 3:59 pm


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