Wealth Management Client Associate

Hong Kong, Hong Kong
Last update 2025-05-14
Expires 2025-06-14
ID #2795272017
500,000 HK$
Wealth Management Client Associate
Hong Kong, Hong Kong,
Modified May 10, 2025

Description

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from AIA Hong Kong and Macau Strategic Leader | Energetic University Team | District Director | Wealth Management We connect people from all walks of life, including i-bankers, doctors, lawyers, artists, engineers, IT professionals, pilots, start-up entrepreneurs, and managerial professionals. If you love working with people, building connections, and have a strong desire for both career and personal growth, consider making this your career. ONE is a group of experts specializing in wealth management, global top fund investment trust services, and retirement planning. We provide seamless wealth management services to our clients. Our Culture Diversity of Culture: Our colleagues come from diverse backgrounds, including worldwide elites and local KOLs, such as Stanford University alumni and Top 100 Hong Kong Foodie. Supporting each other shapes our core values. Synergy: Coaching and mentoring for new team members enable rapid self-enrichment. We transform your current skills to be highly competitive and help you achieve milestones in your career and personal growth. Create Personal Brand: We invest in our people at the start of their careers, helping you build your personal brand. We encourage individual growth and believe your qualities can lead to success and unlock your potential. Why Work Here?We empower you to take ownership of your career, treating you as an entrepreneur. You control your business development, supported by experienced managers and formal training. We focus on financial advisory, specializing in private client services such as asset allocation, wealth succession, private trusts, investment, and retirement planning for high-net-worth individuals and families. We provide a digital platform to facilitate self-improvement and career opportunities. Job Descriptions Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. Design tailored financial plans to build portfolios and maximize interest through various investment vehicles. Develop and expand networks through customer relationship management. Lead teams and implement strategic planning for team management. What We Offer Monthly allowance plus attractive commissions and performance bonuses (MDRT annual income over HK$500,000+). Overseas trips & conventions (destinations include Boston, New Zealand, Japan, Dubai, Taiwan, etc. for 2023-2024). Fast-track program for new graduates or juniors to reach Senior Manager/Assistant Unit Manager roles within a year. Comprehensive training with personal coaching. Structured development programs to achieve MDRT membership. Professional designation training such as MDRT, CFP, CFA, RFP, RFC. Requirements University degree or equivalent (IANG visa and dependent visa holders are welcome). Final-year students or recent graduates in finance, economics, accounting, actuarial science, insurance, or business administration are encouraged to apply, possessing: Genuine passion for a career in insurance. Teamwork and leadership potential. Strong analytical, communication skills, and self-motivation. Excellent command of English and Chinese (including Putonghua). Hong Kong Permanent residents or HKID holders with valid work permits (IANG & dependent visas) in Hong Kong only. Fresh graduates or candidates with less experience are welcome to join the trainee program.
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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Wealth management client associate

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