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Employer Ref: 190520
Recruit Ref: L04709954
Posting Date: 2019-07-31
AIA International

AIA Hong Kong 友邦保險集團

Do you want to take part of an expanding and fast growth team of the largest independent publicly listed life insurance company? We’re willing to take your career to the next level!

Our dedicated team is highly supportive of each other to help you take on new challenges and help you become an internationally recognized MDRT (Million Dollar Round Table), the standard of excellence in the life insurance and financial service businesses.

Our motto is “Work hard! Play hard!” You will have great freedom to shape your own role by working closely with your team.

AIA Hong Kong is among the largest and leading insurance companies in the world. The AIA Premier Academy offers an exceptional opportunity for hardworking autonomous individuals to fast track their careers in the insurance industry and to achieve reward levels in record time.

友邦保險集團是亞太地區最大的人壽保險機構,成立自1919年。它提供的產品和服務在投資管理,退休管理,節約管理和風險管理的個人和企業。通過廣泛的32萬多個代理商和橫跨15個地區市場約23500名員工的網路,友邦保險集團供應該地區的超過2300萬份有效保單的持有人。

友邦保險集團的分公司,附屬公司及聯營公司管轄區,包括澳大利亞,汶萊,中國內地,香港,澳門,印度,印度尼西亞,馬來西亞,新西蘭,菲律賓,新加玻,韓國,台灣,泰國,和越南。

友邦保險控股有限公司,股份代號為“1299”於香港聯合交易所有限公司聯合交易所主板上市。

Wealth Management Manager/ Management Trainee 財富策劃顧問/實習生Summer Internship , ***財富管理實習生 Management Trainee

Details 工作內容

Provide professional advice on financial, asset, and risk management products and services
為客戶提供專業的理財策劃及風險管理,提供多元化理財方案(教育/置業/退休/資產配置)

Regular monitoring of investment portfolios to minimize risks and maximize profitability
定期跟進客戶不同理財需求(譬如投資組合配置)

Identify opportunities for campaigns and services to develop new businesses in HK, Greater Bay Area, and PRC
識別不同機會在香港,未來大灣區,中國市場開展新業務和服務機會

Demonstrate unique propositions and expand your client base
展示獨特價值主張並擴展您的客戶群

Gain understanding of wealth management to share and communicate insights with clients
了解財富管理,與客戶分享和交流見解

What do we offer? 我們提供什麼

AIA Premier Academy – unique training opportunity to help you achieve professional accreditations (e.g. MDRT, CFPCM, ChFC, RFP, REC)
友邦精英學院- 獨特的培訓機會,幫助您獲得專業認證(例如:MDRT,CFPCM,ChFC,RFP,REC)。

Ongoing training and development –

i) on-the-job, ii) coaching, and iii) mentoring approaches
持續進行的培訓和職業發展-

i)在職,ii)輔導和iii)指導方法。

Earn valuable managerial and leadership skills to increase chance of promotion
獲得寶貴的管理和領導技能,以增加晉升機會。

Fun and innovative work environment with monetary incentives, including fully sponsored oversea travels and bonuses on top of annual income
有趣和創新的工作環境,包括現金獎賞,包括全額贊助的海外旅行和年收入之外的獎金。

Flexible working hours to boost your job satisfaction and autonomy
靈活工作時間,以提高您的工作滿意度和自主性。

設有完善的福利制度,包括津貼、佣金、年終獎金、福利

海外旅行和會議,及明確的職業發展藍圖

由經驗豐富的導師領導 - 全面的入職前及持續在職專業培訓課程

彈性工作時間

協助有志者在1年內達成國際百萬圓桌(MDRT)或更高的成就

快速提昇經理職位機會

工資可達每月60K

We are looking for? 我們正在尋找 

At least 1 year work experience is preferred

1年以上的工作經驗者優先考慮。 畢業生亦會考慮。

Associate degree holder in business administration,finance or similar

大專或以上學歷。 

Excellent communication skills, fluent in  Chinese

良好粵語;良好普通話;懂讀寫中文;懂讀寫英文。 (內地生持合法簽證可不用廣東話)

Confident and dynamic personality

個性要有自信及充滿活力的。 

Strong willingness to learn and self-motivatedindividuals

強烈的學習意願和自我激勵的個人。

Please note that applicant must be eligible to work in Hong Kong.

必須持有香港身分證或在港工作簽證(歡迎內地學生IANG加盟)。  

 

Apply Method 申請方法:

有意者請把CV發至: daphnewong@ultimahrconsulting.com 

或致電: 28396381 了解更多

 

Summer Internship:

Duration: from July to August 為期兩個月

正在香港就讀大學本科 / 研究生,或畢業生,大學一年級學生亦可申請

實習期內表現及出席率良好的實習生可獲發「實習證明信」及獲得實習津貼

實習期內會舉辦7月25,26,29日及8月13-16日的全日實習訓練班, 建議同學出席

持有香港永久居民身分證 / 簽證身分書/ IANG

能讀寫普通話、廣東話及英文

對金融及經濟有興趣,抱有願意不斷學習新事物的心態

The internship training class details: July to August 

7月25,26,29日及8月13-16日課程內容:

金融相關的知識與技巧, 演講技巧與性格分析、法律、傳承與信託、ESG 及CSR環境、社會和企業管制、禮儀著裝、上市公司及銀行參觀等        

目前具體課程有些還在調整中,但是基本圍繞上面這幾個框架。  實習期間可涉足的範圍包括:財富及風險管理、長年的理財規劃、各頖型疾病及住院保障、團體醫療計劃、退休年金計劃、可扣稅自願性醫保計劃、企業融資方案...亦可看到如何營運一個團隊以至一個超過 100 人的區域 

完成課程後會獲得推薦信及實習證明書

完成後有興趣的同學可免費考取IIQE 1,3 牌照

完成實習後,表面優秀者可獲得兼職/全職工作:

•設有完善的福利制度,包括津貼、佣金、年終獎金、福利

•海外旅行和會議,及明確的職業發展藍圖

•由經驗豐富的導師領導 - 全面的入職前及持續在職專業培訓課程

•彈性工作時間

•協助有志者在1年內達成國際百萬圓桌(MDRT)或更高的成就

•快速提昇經理職位機會。

•工資可達每月60K

有意者請把CV發至: daphnewong@ultimahrconsulting.com/ 致電: 28396381 Ms Wong了解更多


Summary
Industry:
Insurance 
Job Category / Function:
Job Position Level:
General 
Employment Term:
Full Time 
Min. Edu. Level Req:
Diploma 
Total Working Exp:
-- 
Salary(HKD):
$16,000 or above (Monthly)
Location:
Hong Kong
Benefits:
  • Bank Holiday
  • Bonus for a recruit / new joiner
  • Commission
  • Double Pay
  • Education Allowance
  • Five-Day Work
  • Flexible Working Hours
  • Free Shuttle Bus
  • Life Insurance
  • Marriage Leave
  • Medical Insurance
  • On-the-job training
  • Paternity Leave
  • Performance Bonus
  • Promotion
  • Special Retired and Rehire Scheme
  • Staff Wellness Program
  • Transportation Allowance
  • Travel Allowance
  • Year end bonus
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Keywords: investment,insurance,bonus,commission,finance
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