Wealth Management & Protection/Associate Financial Planner
AIA International LimitedTsimshatsuiUpdate time: October 16,2020
Job Description

Job Description

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded financial solutions including financial planning, savings management, retirement planning and children’s education fund to clients.

 

We offer:

  • Monthly allowance plus attractive commission and performance bonus
  • Comprehensive training programs for professional advancement
  • Successful candidates will enter into Career Representative Contracts with AIA
  • Fast-track advancement opportunities. Outstanding individuals will be promoted to management positions within 12 months.
  • Opportunities for joining company every year’s overseas conference.

 

Requirements:

  • Bachelor Degree holders (Fresh graduates are welcome)
  • Be able to work in Hong Kong (Work permit/Visa in Hong Kong)
  • 1-2 years of working experience in related discipline will be an advantage
  • Excellent interpersonal and communication skills
  • High level of confidence, strong desire to achieve and succeed
  • Good command of spoken and written Chinese, fluent in mandarin will be an advantage

 

Responsibilities:

  • Provide appropriate financial plan to clients
  • Provide investment recommendations to clients through constant communication
  • Market news update to clients and analyze financial data
  • Provide wealth and protection management (i.e. insurance products, MPF, saving management, retirement planning, tax planning, children’s education fund)
  • Prepare and revise financial plans for clients
  • Ability to build relationships by providing superior customer service
  • Expand the personal customer network, ability to generate new clients through networking and referrals

 

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