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Senior Manager/ Associate Director/ Director/ in Wealth Management


Job ID:


Job Function:

Banking / Finance, Management, Marketing / Public Relations, Others, Sales, CS & Business Devpt

Work Experience:

0-1 year

Education Levels:


Career Levels:



negotiable per month

Employment Type:

Full time


, Hong Kong




Job Description:

AIA - AC Financial Group

Join Us as we grow!!

AIA Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code ‘1299’

The AIA Group is a leading pan-Asian life insurance & Financial organisation with a unique heritage of serving the world’s most dynamic region for 90 years. AIA joins The Hang Seng index HK35 effective from Mar 7, 2011. Through an extensive network of 250,000 Financial Consultants and 20,000 employees across 13 geographical markets, the AIA Group serves over 20 million customers in the region.

Job Requirements:

We are a pioneer in the Wealth Management industry with more than 20 years of experience. Our professional Wealth Management Team provides a one-stop service for our clients and we are looking for dynamic individuals to join us.

The PX-AC group was established in 1990 and has provided financial planning services to the people of Hong Kong and abroad since then. Backed by AIA, we have been able to provide a wide variety of financial services such as insurances, investment planning, mortgages and loans, private banking, taxation planning, credit cards, etc. to our clients over the years.

Our team of financial advisors originates from a large number of different countries such as Canada, U.S., Australia, U.K., China and Hong Kong. Despite our diverse backgrounds, we all share the same traits as young dynamic individuals who strive to become the best that we can be and provide the best services to our clients.

In recent years, through the hard work, dedication and professionalism of our financial advisors, the AC group was ranked Top Five in the Senior Unit Manager, Unit Manager & New Unit manager Category over the entire Asia region. One of the keys to the success of our agency is the close friendship that has been developed between different team members through regular gatherings outside the scope of our work.

The Four major markets in the financial planning industry are China market, capital appreciation, retirement and education fund. Further, with the recent government initiatives on medical welfare in conjunction with private insurance companies and liberalization of Mandatory Provident Funds (MPF) in the near future, financial planners can look forward to tap into these new markets in the next decade and beyond. Under the AIAB corporate umbrella, we have a large number of financial companies to help cater to our client's financial needs. For more information, please refer to the following homepage:



Financial Planning has been rated the Best Job by the Jobs Rated Almanac (2002) in terms of Challenges, Opportunities, Personal Growth, Professional Development, Job Satisfaction and Job Security.


Areas of Professional Services Offered

-Risk Management Planning

-Wealth Management Planning

-Estate and Succession Planning

-Business Continuity Planning


Candidate Profile

-University Graduate (Major in Business or Finance will be an advantage)

-Working experience will be a plus

-Excellent Interpersonal, Communication and Presentation Skills

-Confident, Proactive and Challenge Taking


Attractive Benefits

-Monthly Allowance + No Ceiling Commission

-Incentive Trips/Overseas Conventions

-Professional Designation Training Program CFP, RFP,CFC, CWM, FchFp

-Fast Promotion Path to Management Level


For non-degree holder, qualified candidates would be eligible for the post of Associate Financial Planner. An 18 month on-the-job training program is provided with qualifications such as


- IIQE Paper 1 to 5,

- FAIQ Exam,

- CFP Courses

- Diploma level recognition at participating Hong Kong universities.






Interested candidates please send your resume to :

Company Info


, Hong Kong

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