Canopy
CCKW FINANCIAL CONSULTANT CO.

CCKW FINANCIAL CONSULTANT CO. - Wealth Management Manager

Mid Level
Hong Kong
Wealth Management Manager
Back to Jobs

About Us

1919年,AIA在上海成立,逾百年基業發展里程碑。專注發展亞洲市場,為最大的泛亞地區獨立上市人壽保險集團。1931年植根香港,業務覆蓋18個市場。 我們屢獲殊榮,深得業界認同,傲視同儕。百萬圓桌會會員人數全球之冠,人壽保險業界的卓越標準。AIA於香港聯交所上市中最大公司。自2010年上市後,市值升逾四倍,總資產值達 3,400億美元,為恆生指數第二大成分股。

Who we're looking for

We are looking for a talented Wealth Management Manager to join our team.

What you will be doing

Provide Highest Level of Financial Services to Individuals or businesses

  • Evaluate Business or Individual Customers’ Needs and Financial Status
  • Recommend Risk Management Strategies that Fit Clients' Personal Risk Profiles
  • Provides Ongoing Consultation and Support

Learn Team Management through Utilizing the Full Capabilities of the Organization

  • Attend Team Construction Coaching Session
  • Improve Recruitment Management Process
  • Inspire and Motivate Individuals, Manage Talent, and Lead Teams

Self-Continuous Improvement

  • Achieve Professional Destinations (MDRT, CFPCM, RFC, etc.)
  • Constantly Update Job Knowledge and Learn about New Products and Services
  • Build and Grow Relationships with Clients that Can Last for Many Years
What we offer
  • Mentorship Program including One-on-One Training
  • Comprehensive Training Includes Financial Planning, Marketing
  • Techniques, Consultative Selling, Investment Strategies and Products, and Regulatory Compliance.
  • Significant Career Growth Opportunities within the Company, including the Advanced Advisor Path and a Fast-Track to Leadership Program
  • Finance Plan with Uncapped Earning Potential, Monthly income from HK$20K to 85K, plus Remuneration, Allowance, Year-End Bonus, and More
  • Dynamic Working Environment, Flexible Working Hours
  • Study and Exam Leaves for Recognized Professional Exams
  • Special Occasion. eg. Overseas trips, Holiday & Birthday Gifts

Sign in to Happyer

Help us Complete Your Profile

What's your full name?

What's your current position?

Please fill in all name and position fields.
Next

What is your current status

What is your career goal?

You can choose more than one goal

Learn new skills
Make a major career switch
Land a (new) job
Not totally sure...

Receive job alert emails

Please select your status and at least one career goal.
Next

Where would you like to work?

You can choose more than one location

I want to work in

What are you looking for next?

It’s okay if you’re not sure. We got you covered no matter what.

Please select at least one location, pick your experience level, and your career path in order to continue.
Next
Success! Your application is on it's way
.

We've sent a notification to the hiring manager with your profile details and resume.

Back to Job

Choose your "Quick Apply" resume

Be sure to complete your profile for best results. This is the final step of your application.

PDF, Doc, or Docx. 10MB maximum.
Confirm Application

"Quick Apply" or use a custom resume?

Quick ApplyCustom Resume
9/F LEE GARDEN TWO, 28 YUN PING ROAD
Interested in working at
CCKW FINANCIAL CONSULTANT CO.
?

Related Positions

Coherent (HK)

Coherent (HK) - Actuarial Analyst

Actuarial Analyst
Hong Kong
Vermillion Lifestyle Holdings Limited (HK)

Vermillion Lifestyle - Finance & Operations Analyst/Associate (Full Time)

Finance & Operations Analyst/Associate (Full Time)
Hong Kong
Finance Mandarin (HK)

Finance Mandarin - China Finance Research Analyst

China Finance Research Analyst
Hong Kong