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Wealth Management Manager

Keywords / Skills : Agents, Advisors, Sales, Wealth Management, Private Banking, Relationship Manager

Posted: 2017-10-03

Sales/ Business Development
Direct Sales
Posted On
3rd Oct 2017
Job Description
Job Descriptions: 
1. Professional Financial Planning
• Portfolio Advising
• Investment Planning
• Retirement Planning
• Risk Management Planning
• Mainland China high net worth business
2. Team Management
• Set priorities and objectives and establish team culture
• Recruit new colleagues and manage team performance
• Provide advises to junior colleagues and share experience
3. Continuous Improvement
• Achieve professional designations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
• Acquire up-to-date financial knowledge and information
• Develop better interpersonal and communication skills
Who we are
• Our district (Challenge district) has achieved highest number and percentage of MDRT* awards in AIA for 10 consecutive years (over 80% colleagues are MDRT compared with 1% qualifiers in the financial planning industry)
• Our standard annual income is HK$500,000 with lucrative year-end bonus
• We provide professional training and mentor programs for new colleagues
• We offer a one-year fast track to senior manager/assistant unit manager
• We offer at least two overseas trips and conventions ever year
What do we require
• Bachelor degree or above in all disciplines
• Entrepreneurial and self-motivated
• Passionate and energetic
• Good interpersonal, communication and presentation skills
• Fluent Mandarin speakers are highly welcomed
• Mainland background is an advantage
• Sales or client service experience is an advantage
Interested candidates please send your resume to:,  Mr. Frank GUO (MDRT TOT*, Wealth Management Director (财富管理总监)
For more information, please contact through: 53454940(Wechat/Whatsapp)
(The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidates will be destroyed within 6 months)

* Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. Less than 1% of the top performers in the industry can be awarded MDRT membership and it is recognized internationally as the standard of excellence in the life insurance and financial services business. Million Dollar Round Table's Top of the Table (TOT) is an exclusive forum for the world's most successful life insurance and financial services professionals. These MDRT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Please visit:

About Company

AIA International Limited

AIA Hong Kong and Macau are subsidiaries of AIA Group Limited which established its operations in Hong Kong in 1931. We have the largest team of over 10,000 financial planners in Hong Kong and Macau, as well as an extensive network of IFA and brokerage partners which serve more than 1.68 million customers.
Our products range from individual life, group life, accident, medical, health and investment-linked products from leading investment management institutions including J.P Morgan, Black Rock Value Partner and Franklin Templeton, etc.
We are dedicated to working closely with our clientsand to providing superb solutions to meettheir distinguished financial needs, whether they seek strategic portfolio management, retirement planning or estate planning.