Weath Management Manager / Wealth Management Intern 财富管理经理 / 财富管理實習生

Insurance • Full Time • Causeway Bay, Hong Kong, HK • HK$ 10,000 - HK$ 12,000 / month • 14h ago

【About the Challenge District】

The mission of Challenge District is "Elite Team, Detailed Execution, Pursue Excellence".

The Challenge District is the cradle of the top leaders of the industry, led by Mr. Terence Yee. Our recruitment principle is “Quality rather than Quantity”, we are one of the highest recruitment districts of the Company. With professional training packages, new comers can achieve their goals as quickly as possible. The District has won numerous awards, lasting 10 years from 2007 to 2016, won the most honorable prize of Million Dollar Round Table “MDRT” Member. The number and proportion of members ranks first among 289 districts of the Company. No one has broken the record so far. In 2023, we are the champion of the largest number of Million Table Members and Premier Advisors, along with Super MDRT District and Super Premier Advisor District.

We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the professional core competencies of our colleagues.

We make good use of technology resources, through the Company's platform, we maintain good relations and create valuable customer experience for our clients.

【About Our Team】

Kenneth established a mature and stable team, named CL-PL in 2010. All members are qualified for a Bachelor degree or above and hold internationally recognized professional qualifications such as RFP Registered Financial Planner, MDRT Million Table Member, etc. We serve our clients with professional attitude, we have a systematic framework for the team’s goal setting. We are now actively expanding our high net wealth clients and corporate customers. We would like to gather the professional elite from various industries, work as partners and develop the business by using this powerful platform.

Kenneth is keen on developing a strong team in AIA, with extensive experience in the financial services sector. He has worked in AIA for more than 20 years. Since joining AIA in 2002, he has been a Million Table Member (MDRT) 17 times since 2007, once as a Million Table Top Member (TOT), and has led the leadership team to a Million Table (MDRT) Honor, becoming the top 1% insurance practitioner in the industry.

We are well aware of the customer’s needs, and provide them with the best advice to develop a holistic wealth management proposals for them. We become their financial and life coach after the customer has insured, we aim to stay with them and walk through every stage of their life. Providing quality service, especially after sales services is our mission.

【Reasons to Join the Wealth Management Industry】

Hong Kong is facing an economic recession, various industries are also facing different difficulties, but in the financial sector, with the support of the government, there is a great development opportunity. With the aging population and increasing living cost, coupled with the acceleration of cross-border asset management business demand, financial planning at all stages of life is very important. We can improve the clients’ quality of life, and achieve financial freedom as soon as possible.

【Scope of responsibilities】

Develop appropriate financial planning plans for customers and analyze market trends
Make good use of team and company resources, use diversified products and services, and customize a variety of risk-dispersing investment solutions
Enhance business knowledge and reserves, actively expand customer resources, start your own business, and lead your own team

【Minimum Entry Requirements】

HKID card holders
IANG / TTPS / QMAS / Dependent visa holder are also welcomed
Undergraduate or postgraduate holders in any disciplines with 4 years solid working experience
Being proactive, hardworking, resourceful, and capable of dealing with new situations and challenges

【Benefits and Offers】

Flexible work, can arrange working hours on your own
High income potential, high quality financial planning
Quality medical, insurance, and retirement plans
Provide industry-leading quality training courses
Special Bonus for new Colleagues

Provides fast promotion track, AIA Premier Academy or Executive Development Programme, which joins in 2025, can participate in the 5-year District Director Development Programme to create dedicated teams.

How to apply?

please send your CV to : [via CTgoodjobs Apply Now]

Office @ Causeway Bay.

All personal data collected for recruitment and related purpose only.

Apply

Weath Management Manager / Wealth Management Intern 财富管理经理 / 财富管理實習生

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