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Weath Management Manager / 财富管理经理

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Weath Management Manager / 财富管理经理

AIA Group Limited

Weath Management Manager / 财富管理经理

5 days ago

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Important information


Contract type:

Permanent, Freelance / Contract

Location:

Hong Kong

Work mode:

Remote

Published on:

22 October 2026

What they need


Job Highlights & Elite Platform (職缺亮點與殿堂級平台)

  • Mentor of Top 1% Leaders: Direct coaching by Mr. Kenneth Lai (19-time MDRT & Top of the Table TOT Qualifier) with 20+ years of pedigree in financial services.
  • Legendary District: Part of the Challenge District (Led by Mr. Terence Yee), holding the unmatched record of 12 consecutive years as Champions for the Highest Proportion of MDRT Members within AIA Hong Kong.
  • Target Audience: Highly welcoming HKID Holders, TTPS (高才通), IANG, QMAS, and Dependent Visa holders.

What We Offer (薪酬福利與剛性承諾)

  • Financial Incentive: Competitive financing scheme with a Monthly Allowance of HKD 30,000 – HKD 45,000 + Uncapped Commission + Year-end Bonus (Expected 1st-year income: HKD 550,000 or above).
  • For Interns: Guaranteed Official Internship Certificate + Free IIQE Paper 1 & 3 Licensing Training + Direct Fast-Track Return Offer upon graduation.
  • Career Acceleration: Admission into the 2026 Executive Development Programme (EDP) or AIA Premier Academy, locking in a 5-year District Director (DD) Fast Track.
  • Fringe Benefits: Comprehensive medical coverage, retirement plans, and exclusive company privilege trips/overseas conventions.

Key Responsibilities (核心職責 — 邁向企業家思維)

  • Holistic Financial Strategies (全面財富規劃) : Conduct investment research, analyze global market trends, and develop tailored, risk-diversifying wealth management and asset protection solutions for retail, corporate, and High-Net-Worth (HNW) clients.
  • Portfolio Optimisation & Insights (投資組合優化) : Utilize comprehensive team and company resources to track economic indicators, analyze policy dynamics, and adjust diversified investment solutions in real-time to ensure steady asset appreciation.
  • Business Entrepreneurship (企業家團隊籌建) : Leverage AIA's cutting-edge digital platforms to aggressively expand client networks, continuously upgrade your professional financial knowledge reserve, start your own business, and recruit, mentor, and lead your dedicated advisory team.

Minimum Requirements (最低入職要求)

  • Education: Undergraduate or postgraduate degree in any discipline (No experience required for Trainees/Interns; 4 years of solid work experience preferred for senior tracks).
  • Language: Fluent in Putonghua (Mandarin) is essential to serve the fast-growing cross-border HNW market.
  • Traits: Proactive, resourceful, hardworking, with an entrepreneurship mindset to navigate changing economic situations.

How to Apply (申請)

Please send your full CV to: [email protected]
Office Location: Causeway Bay, Hong Kong
(All personal data collected will be used for recruitment and related purposes only.)

薪酬: $15,000.00至$50,000.00(每月)

福利:

  • 在職專業培訓
  • 晉升機會
  • 退休金
  • 彈性上班時間
  • 醫療保險

Work Location: Hybrid remote in Hong Kong

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