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Wealth Management Manager

Keywords / Skills : Good communication skill

Min. 0 years
Posted: 2018-07-02

Industry
Banking/ Financial Services
Customer Service
Insurance
Function
Sales/ Business Development
Customer Service
Banking, Insurance & Financial Services
Role
Insurance Advisor - General
Portfolio Manager
Business Development
Key Account Management
Education
Bachelors/ Degree, Masters/ Post Graduate, PhD/ Doctorate
Language:
• English
• Cantonese
• Mandarin
Posted On
2nd Jul 2018
Job Description
  • portfolio management of individual clients on wealth accumulation, retirement planning and personal risk management 
  • portfolio management of corporate clients on corporate solution, employee benefits and pension funds 
  • ensure the compliance of internal procedure, policies, workflow and claims 
  • account servicing by monitor clients’ account and provide consultation service, generate new business from the prospect clients 


About Company

AIA International Limited
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