Company Description

Founded over 40 years ago, Success SY Family District has established itself as a leading resource for tailored wealth management solutions in Hong Kong. Our commitment to excellence and client satisfaction has earned us a stellar reputation across various industries. We take pride in our ability to understand the unique needs of each client, offering customized strategies that cater to different levels of complexity and scale.

At SY District, we leverage our extensive experience and deep industry knowledge to deliver innovative solutions that drive success. Our dedicated team of professionals works collaboratively with clients, ensuring that we not only meet but exceed their expectations.

Whether you are a fresh graduate seeking rapid career development, looking for personalized support for your existing clients, or aiming to build a stronger team for your own business, SY District is your trusted partner. We navigate the challenges of today’s dynamic marketplace together, helping you achieve success based on our diverse team’s track records.

Role Description

This is a full-time on-site role for a Wealth Management and Protection Specialist at AIA located in Causeway Bay. The role involves tasks related to financial planning, business development, investment management, finance, personal and commercial insurance.

Qualifications

• Understanding of Insurance principles
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Entrepreneurial Mindset: Innovative thinker with a proactive approach to identifying opportunities and driving results
• Self-Improvement Orientation: Commitment to continuous personal and professional development
• Capable of collaborating within a team as well as working independently to achieve goals.
• Financial Planning and Investment Management skills
• Preferred understanding of various investment vehicles and financial markets
• Bachelor's degree

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