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(AIA WE) Senior Financial Planner(Bank First/Universal Banker First)

Job level Middle
Work exp Minimum 2 Years
Education F.5 - F.7 or DSE
Professional Qualification IIQE1, IIQE3
Skill Microsoft
Language Chinese - Cantonese, Chinese - Mandarin, English
Quarry Bay
Employment type Full Time
Benefits 5-day week, Flexible working hours, MPF, Performance bonus, Statutory holidays, Travel allowance, Year-end bonus
Industry Others
Job function Insurance > Insurance Agent / Broker
Published On 03/10/2020

Job Descriptions:

  • Provideing all-rounded financial solutions :

including financial planning, savings management, retirement planning and children’s education fund to clients.

  • Provide group and pension solutions to corporate Clients
  • Participate in team platform resources to work with expand the PRC business
  • Equip professional financial knowledge and skills constantly for on-going career development

We are looking for:

  • F.5 /F.7 Graduates, or DSE LEVEL or Degree holder in all discipline
  • or/ 1-2 years Experience in banking industry
  • background in mainland will be an advantage
  • "MUST" Proficiency in both English and Cantonese, fluency in Mandarins would be an advantage


  • Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
  • Monthly Allowance from $20000+, Attractive commission package + year-end bonus + comprehensive fringe benefits
  • Full funded Overseas learning experience
  • 1 year fast tract Managerial stage advancement opportunities.