3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 provides a one-stop solution for Wealth Management, specializing in Investment, Capital Appreciation, and Portfolio Management. We are looking for high-caliber individuals who are 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 and inquiries service Provide investment recommendations and cross-sell products to high net worth clients based on their financial needs, including Equity, Fixed Income, Funds, etc. Inform clients about potential risks of investment and provide 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 Knowledge of products preferred by common high net worth clients, e.g., Equity, Fixed Income, Funds Strong problem-solving skills Highly motivated and results-oriented Ability to take initiative to challenge and improve processes Able to manage multiple tasks or projects and meet deadlines effectively Strong team player who can work under pressure Previous client-facing experience is preferred Hong Kong Identity Card Holder Only Seniority Level
Entry level Employment Type
Full-time Job Function
Finance and Sales Industries
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