財富經理

About AIA Hong Kong

AIA Group Limited, founded in Shanghai in 1919, is the largest independent publicly listed pan-Asian life insurance group, operating in 18 markets across Asia-Pacific. As a market leader in life insurance and wealth management, AIA Hong Kong is committed to helping individuals and families achieve long-term financial security through innovative products, including life insurance, retirement planning, investment solutions, and risk management strategies. AIA Hong Kong is the insurer with the largest number of policies in force, serving over 3.7 million customers and employing more than 19,000 financial planners.AIA empowers its team to deliver excellence while fostering professional growth in a dynamic, client-centric environment.

We Are Hiring!

Wealth management manager/Management trainee/Financial planner

Key Responsibilities:

• Manage and grow relationships with high-net-worth clients, providing tailored wealth management solutions.
• Deliver expert advice on investment planning, tax optimization, retirement strategies, and estate planning.
• Conduct financial needs analysis and design comprehensive portfolios aligned with client goals.
• Stay updated on market trends to provide proactive financial advice.

Requirements:

• Bachelor’s degree or above in any discipline.
• Fluency in Cantonese or Mandarin.
• Passion for finance, insurance, and client relationship management.
• Strong communication, presentation, and teamwork skills.
• Fresh graduates, IANG, and TTPS holders are strongly encouraged to apply.

Job Benefits:

• License Support: Subsidized pre-employment exam fees upon passing.
• Competitive Rewards: Monthly allowance, uncapped commissions, year-end bonuses, and performance incentives.
• Work-Life Balance: 5-day workweek with flexible hours.
• Global Opportunities: Overseas conventions and travel rewards.
• Career Development: Structured mentorship, licensing training, and leadership programs.

關於友邦保險香港

友邦保險集團有限公司於 1919 年在上海創立，是最大的汎亞地區獨立上市人壽保險集團，業務遍及亞太地區 18 個市場。身為人壽保險及財富管理市場的領導者，友邦香港致力於透過創新產品，包括人壽保險、退休計畫、投資解決方案和風險管理策略，幫助個人和家庭實現長期財務安全。香港友邦保險是擁有最多保單的保險公司，客戶超過370萬，共擁有超過19,000名財務策劃顧問。它在充滿活力的以客戶為中心的環境中激勵團隊實現卓越，同時促進專業成長。

我們正在招募！

財富管理經理/管理培訓生/財務規劃師

主要職責：

管理和發展與高淨值客戶的關係，提供量身訂製的財富管理解決方案。

提供有關投資計劃、稅務優化、退休策略和遺產規劃的專家建議。

進行財務需求分析並設計符合客戶目標的綜合投資組合。

隨時了解市場趨勢，提供正面的財務建議。

要求：

任何專業的學士或以上學位。

能說流利的粵語或國語。

對金融、保險和客戶關係管理充滿熱情。

較強的溝通、表達及團隊合作能力。

強烈鼓勵應屆畢業生、IANG 和 TTPS 持有者申請。

工作福利：

執照支援：通過後可享有就業前考試費用補貼。

具競爭力的薪酬：每月津貼、無上限佣金、年終獎金和績效獎勵。

工作與生活的平衡：每週工作 5 天，工作時間彈性。

全球機會：海外會議和旅行獎勵。

職業發展：結構化指導、執照培訓和領導計劃。