AIA - Wealth Management Full Time&Gradate

AIA Group

AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian lift insurance group.

AIA Premier Academy (AIAPA)

Since founded in 2011, AIA Premier Academy is one of AIA's key initiatives in selecting and cultivating a truly ''Premier'' team of young and energetic insurance professionals to take the company to greater heights. Our mission is to provide customers premier services and support with professionalism, AIA Hong Kong prides itself on its premier services and professional integrity.

Wealth management is composed of Risk Management, Global Investment, Saving and Retirement planning. It is an essential part of the Financial industry in Hong Kong.

Job Description:

1. Provide professional financial advice to clients

• Conduct Financial Needs Analysis (FNA) to assess clients' current financial situation and develop personalized Risk Management assessments/proposals

• Provide comprehensive financial services to clients, including daily Risk Management, Retirement and Saving Plannings, Asset Allocation, Investment Management, etc.

• Evaluate different financial products,such as Investment Portfolios, Fund Management, MPF, international assets, etc.

• Review and follow-up clients' Wealth Management issues, Investment Portfolios, claims

2. Team management

• Work with teams to develop different business strategies

• Support the development of the team

Benefits:

• Competitive package: Basic salary + Commission + Bonus 

• Opportunities to attend overseas trips and conferences

• Good promotion mechanism - the promotion system is based on individual performance, you can be promoted to senior level in a short period of time

• Flexible working hours 

• One-month vocational training program

• No off-season and layoffs 

• Regular seminars by representatives of famous Investment/Fund companies (e.g. Morgan Stanley, EY) and professional doctors - get the most professional and updated information on market trends and medical services

Entry Requirements:

• University students in all disciplines

• Fresh Graduates and IANG are welcomed (No working experiences will also be considered)

• HK I.D. card holder or IANG Visa holder

• Good command of written and spoken Cantonese or Mandarin 

• Candidates who like to communicate with others and willing to learn new things

Team Introduction:

The business philosophy of Challenge District is "Executing the Details, Pursuing the Excellence". We pay attention to the quality of Recruitment and Talents Training. Since 1994, in the early stage of the Insurance Market, the Challenge District has already pioneered in only recruiting university students. Meanwhile, we provide comprehensive training to our colleagues which is carried out by our Senior Managers and even District Directors. With this emphasis on the quality of candidates and Training, the Challenge Family has kept a winning record among the company since 2006, and has maintained the highest percentage of Million Dollar Round Table (MDRT) members and the largest number of MDRT members".The Challenge Family is a legend in the industry.

With a strong network and resources, and a regional culture that emphasizes professionalism and the pursuit of excellence, Challenge District is a great platform for fresh graduates to utilize their potential in the financial planning industry.