About the role
With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.
Our team provide one-stop solution of Wealth Management, specialise in Investment, Capital Appreciation and Portfolio Management.
We are looking for high calibre who is passionate, proactive, forward-thinking and innovative to join our professional team.
Job Description
- Provide wealth management services to high net worth individual clients
- Maintain and develop relationships with clients by providing regular updates, inquiries service
- Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc.
- Inform clients on potential risks of investment and solutions guidance
- Ensure full compliance with internal and external requirements on relevant regulated activities
Requirements
- University Degree or Above
- 1-3 years working experience
- Fluent in Cantonese
- Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds
- Strong Problem Solving Skills
- Highly motivated and results orientated
- Have a high level of self-initiative to challenge and improve processes
- Able to manage multiple tasks or projects and manage deadlines effectively
- Strong team player who is able to work under pressure
- Previous client facing experience is preferred
- Hong Kong Identity Card Holder Only
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