Wealth Management Manager

香港启德 AIRSIDE｜欢迎应届毕业生、转行者及无金融经验者 希望在香港发展金融保险事业，把你的专业背景、沟通能力和对内地客户的了解转化为职业优势？我们欢迎来港内地人才及香港本地申请者加入，通过一对一辅导、案例复盘和陪同见客，逐步掌握客户开发、需求分析及长期服务的能力。 本岗位以保险销售、自主开发客户及长期客户服务为核心，采用事业代表合约形式。适合愿意主动建立人脉、持续学习，并以业绩推动收入成长的你。 【我们如何支持你起步】
• 每周两次一对一辅导： 由赖博士及资深团队成员提供指导，结合案例复盘，帮助你理解产品逻辑、分析客户需求并提升沟通能力。
• 前半年陪同见客： 可提前预约导师陪同客户会面，不设业绩门槛，让你在实际交流中积累经验。
• 考牌及专业培训： 提供 IIQE 考试培训；以成功入职为前提，全额资助相关培训及报名费。持续培训涵盖保险产品、财务规划、合规要求及客户沟通。
• 签证续签支持： 为合资格人士提供材料准备、公司证明及续签辅导，协助处理相关手续。 【收入与工作安排】
• 每月津贴最高 HK$80,000，最长 18 个月： 面向符合条件的有工作经验人士，须满足出勤、培训及业绩要求。实际金额及发放期限按适用计划与合约执行，非保证底薪。
• 佣金及奖励： 除适用津贴外，设佣金及与业绩挂钩的年终奖金，并按适用计划提供海外会议及旅游奖励机会。Manager 与 Associate 适用相同待遇安排。
• 办公地点与时间： 办公地点位于香港启德 AIRSIDE，周一、周四设固定晨会；在配合晨会、培训及客户服务安排的基础上，灵活规划日常工作。 【你将负责的工作】
• 主动拓展客户网络，了解个人及家庭在保障、储蓄、退休和财富传承方面的需求。
• 在获授权的业务范围内，分析客户情况，介绍及说明合适的保险方案，清楚解释相关条款与风险。
• 准备客户需求分析及方案说明材料，与导师及团队讨论案例，持续提升专业判断与表达能力。
• 跟进客户服务需求，定期检视保障安排，建立长期信任关系。 【申请要求】 必要条件
• 学士学位或以上，专业不限；欢迎应届毕业生、转行者和无金融经验者。
• 香港永久居民，或持 IANG、高才通（TTPS）、优才（QMAS）或受养人签证并具备相应在港工作资格的人士。
• 普通话流利，具备基本英语读写能力。
• 愿意主动开发客户，具备责任心、团队合作精神和持续学习的意愿。
• 愿意完成所需培训，并在开展相关受规管业务前取得所需资格及牌照。 加分项
• 能以粤语沟通。
• 具备金融、经济、风险管理、计算机或工程等专业背景。
• 具备客户服务、销售或其他需要分析与沟通能力的工作经验。 【关于我们的团队】 我们隶属友邦保险（AIA）由杨伟诚教授（SBS, MH, JP）带领的区域团队，核心导师包括拥有香港科技大学计算机博士背景的赖博士。我们重视长期客户关系，也重视新人从理解产品、练习沟通到独立服务客户的成长过程，希望通过持续带教，帮助不同专业背景的人才在金融保险行业建立自己的事业。 【申请方式】 请点击“立即申请”提交你的履历。欢迎先通过领英私信了解岗位，与我们交流日常工作、培训安排及收入机制，再决定是否申请。 个人资料将仅用于招聘用途，并将根据我们的私隐政策保密处理。 【备注】 友邦保险保留修改聘用条款的权利。成功应聘者将与友邦保险国际有限公司（于百慕达注册成立之有限公司）签订事业代表合约。 AIRSIDE, Kai Tak, Hong Kong｜Fresh graduates and career changers welcome — no finance experience required Looking to build a career in Hong Kong's insurance and financial services sector? Bring your professional background, communication skills and understanding of Mainland clients to a team that supports your development through individual coaching, case reviews and accompanied client meetings. We welcome both Mainland newcomers to Hong Kong and local applicants. This is an insurance sales role focused on developing your own client network and providing ongoing client service, under a Career Representative Contract. It suits people who enjoy building relationships, are committed to learning and want to grow their income through performance. 【Support to Help You Get Started】
• Two one-on-one coaching sessions each week: Receive guidance from Dr. Lai and senior team members, with case reviews to help you understand products, assess client needs and strengthen your communication skills.
• Accompanied client meetings during your first six months: Arrange mentor support in advance and learn through real client conversations. No sales performance threshold applies to this support.
• Licensing and professional training: IIQE training and registration fees are fully funded, conditional on successfully joining the team. Ongoing training covers insurance products, financial planning, compliance and client communication.
• Visa renewal support: Eligible candidates can receive help with document preparation, company supporting documents and guidance on renewal procedures. 【Compensation and Working Arrangements】
• Monthly allowance of up to HK$80,000 for up to 18 months: Available to eligible candidates with prior work experience, subject to attendance, training and sales performance requirements. Actual amounts and payment periods depend on the applicable scheme and contract. This is not a guaranteed base salary.
• Commission and incentives: In addition to any applicable allowance, the package includes commission and performance-linked year-end bonuses, with opportunities for overseas conferences and travel incentives under the applicable schemes. The same compensation arrangements apply to Manager and Associate roles.
• Location and schedule: Based at AIRSIDE, Kai Tak, with scheduled morning meetings on Mondays and Thursdays. You can plan your day flexibly around these meetings, training and client service commitments. 【Your Responsibilities】
• Develop your own client network and understand individuals' and families' protection, savings, retirement and legacy planning needs.
• Assess client circumstances and explain suitable insurance solutions within your authorised scope of business, including relevant terms and risks.
• Prepare client needs analyses and proposal materials, and review cases with mentors and colleagues to improve your professional judgement and communication.
• Follow up on service needs, review protection arrangements regularly and build long-term client relationships. 【Requirements】 Essential
• A bachelor's degree or above in any discipline. Fresh graduates, career changers and candidates without finance experience are welcome.
• Hong Kong permanent residency, or an IANG, TTPS, QMAS or dependent visa carrying the appropriate right to work in Hong Kong.
• Fluent Mandarin and basic English reading and writing skills.
• Willingness to develop your own client network, take responsibility, collaborate and keep learning.
• Willingness to complete the required training and obtain the necessary qualifications and licences before conducting the relevant regulated activities. An Advantage
• Cantonese communication skills.
• An academic background in finance, economics, risk management, computer science or engineering.
• Experience in client service, sales or other work requiring analytical and communication skills. 【About Our Team】 We are part of the AIA district team led by Prof. Frankie Yeung, SBS, MH, JP. Our core mentors include Dr. Lai, who holds a PhD in Computer Science from the Hong Kong University of Science and Technology. We value lasting client relationships and support newcomers as they progress from understanding products and practising client conversations to serving clients independently. Through ongoing mentorship, we help people from different professional backgrounds build their careers in insurance and financial services. 【

How to Apply
】 Please click "APPLY NOW" to submit your resume. You are also welcome to message us on LinkedIn first to discuss the role, training and compensation structure before deciding whether to apply. Personal data will be used for recruitment purposes only and will be kept confidential in accordance with our privacy policy. 【Note】 AIA reserves the right to modify the terms of employment. Successful candidates will enter into Career Representative Contracts with AIA International Limited (incorporated in Bermuda with limited liability).