Move Beyond with AIAAt the AIA, your lifelong career matters as much to us as it does to you. We're here to help you on your way, setting you up to make the most of everything that lies ahead.

Move Beyond with AIA

At the AIA, your lifelong career matters as much to us as it does to you. We're here to help you on your way, setting you up to make the most of everything that lies ahead.

Financial Planner ( 歡迎高收入轉工人士 - 特別收入配置方案 )

Job level Entry
Education Bachelor Degree
Location
Within Hong Kong, Causeway Bay, Quarry Bay
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Catering / Hospitality > Others
Construction / Property > Others
Sales / Business Development / Customer Service > Business Development
Published On 07/10/2022

 

Key Responsibilities

  • Assistant customer through the intelligent use of data enabling the achievement of revenue and the associated targets for the portfolio
  • Act as a consultant, strive to provide long-term wealth management advice and professional vision to our customers
  • Grow and manage the customer base and input data to the CRM system
  • Follow up medical reports and ensure to fill the internal documents accurately in a timely manner

 

Requirements

  • A degree holder of bachelor / master, fresh graduates are welcome
  • Native Cantonese / Mandarin speaker
  • Excellent communication and interpersonal skills
  • Capable of working on multiple customers' projects simultaneously
  • Open-mindedness and future-orientation, ability and desire to cover and progress into a management role in future

 

Join us, a caring and fun team to benefit from

  • A flexible work lifestyle with flexible schedule after daily meetings, without the routine hours of 9 to 6
  • New joiners’ benefits, comprehensive commission scheme, various bonus checkpoints, passive income afterwards, etc.
  • Subsidies of business licenses ( IIQE ) examination fee after contracted
  • Overseas conventions and travel ( at least 1-2 times per year ) for qualifiers which AIA sponsored round-trip air ticket and hotel accommodation
  • Thorough understanding on finance landscape with local market and Greater-bay area insights
  • World-class training and a structured career path, fly high with career development opportunities to diversify your skills and experience
  • “ Special remuneration package “ will be offered to candidates with a minimum 5-year recent experience in sales and business development related and annual income over HKD 350,000 / HKD 450,000

 

Applicants must have the right to live and work in Hong Kong. We are unable to assist applicants with visa or work permit applications.

All personal data will be collected for recruitment and related purpose only.