Wealth Planning Manager

鼎泰豐聯·Financial Services

Replied to 8 talents in 7 daysPart TimeFull Time
HK work visa available
No experience limit
No degree required
4 to 8 hours/day, 5 days per week
HK $20K-50K/Month
Job benefits
Birthday leave
Examination leave
Meal allowance
Paid overtime
Job Description


· Analysis and planning: Analyze the financial situation and goals of customers (including their families and young communities) and provide personalized insurance and investment plans.

· Customer relationship building: Expand your network through multiple channels such as online (social media, networking platforms) and offline (team activities, theme workshops) to build long-term trust.

· Continuous learning and growth: Keep up with the latest market trends and financial products, and continue to provide professional value to customers.

· Team collaboration: Fight side by side with a group of peers of similar age and common goals, co-plan activities, share experiences, and support each other's growth.

Why are we looking for you?

· Graduates or those who are not satisfied with their current job and want to change tracks are eligible if they are 18 years old or above, with a Diploma/ Degree.

· Full of enthusiasm, eager to learn new things, and not afraid of challenges.

· Enjoy communicating with others and helping them achieve their goals.



Join AIA Friends, you get more than just a job:

· Income autonomy, no ceiling: generous commission + diverse bonus system (monthly cash bonus, quarterly bonuses) + newcomer allowance, your hard work directly reflects on your income!

· Clear and rapid promotion ladders: Promote based on performance, not just as a personal contributor, but also with a chance to quickly become a team manager and develop your leadership career.





· Our culture is different: zero bureaucracy, open management. We regularly hold Team Building, investment sharing meetings, sports days, etc., achieving a balance between work and life!

Exclusive benefits for newcomers

· Full support for license exams: Professional training courses and exam fees are funded.



· International development opportunities: outstanding performers may be selected to participate in regional conferences and overseas training.

Listen to your team's honest opinions



—— Current team supervisor Michelle (10 years of experience)

"I am naturally shy, but the company's training and team support are excellent, which has greatly increased my confidence, and now I can hold my own!"

—— Intern Financial Planner Manager Kaylee (1 year of entry)

Don't let your dreams just stay in the realm of "thinking about it"!

View more
Banking Products
Financial Markets
Investment / Asset Management Manager
English
Cantonese
Mandarin
Larry LAI
Din Tai Fung Union·人力資源主任
Active within 7 days
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