Wealth Pro (HK) Asset Management Company

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  • Sectors Insurance
  • Posted Jobs 0
  • Viewed 159
  • Why Work With Us?
    1. MDRT (Million Dollar Round Table) District
    2. Expert guidiance in lead generation from multiple sources. Your prospects are not limited to warm market only
    3. Resourceful in market penetration and media exposure, established channels for interviews in financial progamme and magazine
    4. Professional training and image design, espeically for MV promotional videos for brand building
    5. Regular training on different topics, and recorded training in e-platform
    6. Strong support to assit you solving your customers' problems
    7. Round-the-clock in-depth exclusively in our team : tailor-made your own personal business strategy according to your profile
    8. Focus on providing services to high net worth customers, making high commission deals by capatilising on law quotient in sales meeting
    9. Good practice in workflow. Help you to build your own team
  • What We Do?
    1. Provide professional financial services to HK and PRC clients, including but not limited to wealth management and investment portfolio advices, retirement planning, education fund planning and risk management
    2. Provide group medical, MPF and employee benefits protection to corporate clients
    3. Maintain good relationship with client, review financial portfolio regularly
    4. Update the financial news to clients and provide after sales services
    5. Participle regular activities and workshop to expand clients network

Company Description

Wealth Pro (HK) Asset Management Company is one of the elite agency team in HK AIA. We provide professional wealth management services which include insurance, high-end medical plans, premium financing services, corporate employee benefit solutions and general insurance services, etc.

We offer opportunities for students from Hong Kong to Greater China an amazing wealth management experience, and this will be a remarkable place to pursue your career and achieve your dreams.

Wealth Pro (HK) Asset Management Company is formed in 2019 by a group of young and energetic experts in finance. Mr Keenan Yang, the founder of Wealth Pro, has more than ten years in financial planning and internship training, and he has earned various professional qualifications in industry, such as RFC, ChFP, CCFQI and MDRT, IDA, QAA awards as well.
Team members come from renounced key universities and professions from different industries, with excellent educational background and enriched work experience. We are dedicated to provide professional, quality and comprehensive cross-border financial services.