AIA Premier Academy is a key initiative in cultivating a truly premier team of young and energetic insurance professionals to take the Company to even greater heights. It marks another milestone in our mission to provide customers with unsurpassed service and support. AIA Hong Kong prides itself on its...

AIA Premier Academy is a key initiative in cultivating a truly premier team of young and energetic insurance professionals to take the Company to even greater heights. It marks another milestone in our mission to provide customers with unsurpassed service and support.

AIA Hong Kong prides itself on its culture of service excellence and professional integrity, and has always embraced the core value of membership of the Million Dollar Round Table (MDRT). The key feature of the AIA Premier Academy is that it focuses exclusively on helping candidates achieve excellence and strive towards the target of joining MDRT.

When they have gone through our groundbreaking development programme, these professionals will achieve the highest standard of sales excellence and be recognised as the best and brightest in the industry.

Financial Planner財務策略顧問

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Causeway Bay
Employment type Full Time
Industry Banking
Job function Insurance > Insurance Agent / Broker
Published On 26/09/2018

AIA FINANCIAL PLANNER 

  • Build comprehensive financial plans, analysis financial data
  • Monitor client’s account and determine if changes are needed to improve alignment of the improve alignment of the account strategy to objectives and constraints
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes
  • Prepare and revise financial reports/plans for clients
  • Generate new client opportunities through networking, referrals, and other sourcing strategies

 

We offer

  • Professional pre-job and on-job training will be provided. Excellent career path to management level
  • Clear promotion ladder
  • Assist you with the internationally certified "Million Dollar Round Table" membership certification
  • Comprehensive fringe benefits

 

We look for

  • Bachelor Degree or equivalent qualifications (Fresh graduates and NON-NONG KONG graduates: IANG ARE WELCOME)
  • Be able to work in Hong Kong  (Available VISA for non-Hong Kong residents)
  • Outstanding verbal and listening communication skills, proficiency in both Cantonese and Mandarin; fluency in English would be an advantage
  • Entrepreneurial drive to build your own business by leveraging your personal network, demonstrated ability to generate new clients
  • Ability to build relationships, provide superior customer service
  • High level of confidence, perseverance and strong desire to achieve and succeed