Wealth planning consultants

Action·Insurance

HK work permit required
No experience limit
No degree required
5 days per week, Hybrid,On-site,Fixed
High commission with base salary
HK $15K-30K/Month
Job Highlights
发展专业财富管理团队
本科或以上学历,内地背景优先
无相关经验者亦可申请
Job Description

Job Responsibilities

- Clearly and simply present investment solutions to customers

- Provide professional consulting services to high net worth individuals and their families, including: risk management and evaluation, offshore investment, high-end medical insurance, retirement planning, children’s education, offshore trust services, and overseas education and immigration

- Learn and master more professional and comprehensive financial knowledge

- Develop a professional wealth management team, promote to team partner, efficiently manage and lead the team

Job Requirements

- Have good communication skills and customer service awareness, and be able to build trust relationships with high net worth clients.

- Applicants with no relevant industry experience are also welcome, and cross-disciplinary talents are encouraged to join

- Have high talent qualifications or Iang visa

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Corporate Finance
Wholesale Banking
Business Finance
Mandarin
Helen WANG
Action·AIA
Active within 3 days
Company Overview
[About AIA International Limited] AIA International Limited is a premier life insurance group with a storied legacy spanning over a century in Asia. Founded in Shanghai in 1919, AIA has grown to become the largest publicly listed life insurance company in the region, operating across 18 markets and maintaining a market-leading position. Committed to driving meaningful change, AIA delivers a diverse portfolio of insurance and financial solutions designed to create long-term value for customers and communities. In recognition of its positive societal impact, AIA was honored to be ranked among the global top 10 on Fortune’s 2022 Change the World list—a testament to its dedication to sustainable growth and innovation. [About Our District] We embrace creative ways to build client relationships, blending personalized planning with modern, engaging approaches—from digital tools and wellness-focused solutions to trust-based interactions—that deliver tailored value and empower clients to live Healthier, Longer, Better Lives.At the heart of our success are our young early successors—talented, ambitious professionals shaping the next generation of leaders.
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