CCKW FINANCIAL CONSULTANT CO. - Wealth Management Manager

Mid Level

Hong Kong

Wealth Management Manager

About Us

1919年，AIA在上海成立，逾百年基業發展里程碑。專注發展亞洲市場，為最大的泛亞地區獨立上市人壽保險集團。1931年植根香港，業務覆蓋18個市場。我們屢獲殊榮，深得業界認同，傲視同儕。百萬圓桌會會員人數全球之冠，人壽保險業界的卓越標準。AIA於香港聯交所上市中最大公司。自2010年上市後，市值升逾四倍，總資產值達 3,400億美元，為恆生指數第二大成分股。

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Who we're looking for

We are looking for a talented Wealth Management Manager to join our team.

What you will be doing

Provide Highest Level of Financial Services to Individuals or businesses

Evaluate Business or Individual Customers’ Needs and Financial Status
Recommend Risk Management Strategies that Fit Clients' Personal Risk Profiles
Provides Ongoing Consultation and Support

Learn Team Management through Utilizing the Full Capabilities of the Organization

Attend Team Construction Coaching Session
Improve Recruitment Management Process
Inspire and Motivate Individuals, Manage Talent, and Lead Teams

Self-Continuous Improvement

Achieve Professional Destinations (MDRT, CFPCM, RFC, etc.)
Constantly Update Job Knowledge and Learn about New Products and Services
Build and Grow Relationships with Clients that Can Last for Many Years

What we offer

Mentorship Program including One-on-One Training
Comprehensive Training Includes Financial Planning, Marketing
Techniques, Consultative Selling, Investment Strategies and Products, and Regulatory Compliance.
Significant Career Growth Opportunities within the Company, including the Advanced Advisor Path and a Fast-Track to Leadership Program
Finance Plan with Uncapped Earning Potential, Monthly income from HK$20K to 85K, plus Remuneration, Allowance, Year-End Bonus, and More
Dynamic Working Environment, Flexible Working Hours
Study and Exam Leaves for Recognized Professional Exams
Special Occasion. eg. Overseas trips, Holiday & Birthday Gifts