AIA Group Limited established its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to...

AIA Group Limited established its operations in Hong Kong in 1931. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.

Since 1995, our financial planners have been serving customers in Hong Kong and Macau. By advising on their financial strategies, we strive to help customers seize the future with our professional analysis..Financial planning helps people achieve their goals. Our financial planners are experts in helping customers select the right products to achieve their dreams.

Rated as the “Best job in the United States" by the Jobs Rated Almanac in 2001, financial planner is a rewarding profession to unleash your talent and help others realise their dreams using professional knowledge.

 

Financial Planner

Job level Middle
Language Chinese - Cantonese, Chinese - Mandarin
Location
Within Hong Kong, Beijing (北京), Guangzhou (廣州)
Employment type Full Time
Industry Internet / Digital / eCommerce
Job function Accounting > Compliance
Banking / Finance > Debt / Fixed Income
Digital / Web / Mobile > Customer Relationship Management (CRM)
Published On 09/05/2019
Salary (HKD) $15,000 - $50,000 / month

 

FUTURE BUSINESS DEVELOPMENT:

The Dawan bay area is a dynamic economic hub in South China and features an array of fascinating destinations. 

As the insurance hub of the Asia-Pacific region and the financial core of the Greater Bay Area, mainland media pointed out that the Guangdong, Hong Kong and Macau Bay Area insurance market has great potential.

Statistics show that in 2017, Guangdong's GDP exceeded 8.9 trillion yuan; annual premium income was 430.46 billion, up 12.7% year-on-year. According to the White Paper on 2017 China's High Net Worth Population Wealth Management Demand, nearly 70% of respondents consider cross-border financial investment. 

 

THE ROLE OF A FINANCIAL PLANNER:

 

  • To keep close watch on customers’ finances and serve as a close companion on their life journey
  • to offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
  • Financial Instructor: to educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
  • Financial Caregiver: to accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
  • Financial Nutritionist: to strengthen customers’ finances for the prosperous growth of their assets

 

REQUIREMENT:

 

  • University graduate or above
  • Good social media/marketing skill
  • Can speak Cantonese/Mandarin
  • Good interpersonal and communication skills 
  • Good knowledge of financial operations ideally 
  • Welcome Fresh Graduate/ IANG holder/ PRC Dependent visa holders

 

BENEFIT:

  • Medical benefits
  • Very Attractive Performance bonus and subsides: 
  • Competitive remuneration package
  • Attractive performance bonus
  • Incentive trip/overseas conference
  • year-end bonus 
  • Financial allowance up to HK$50000 monthly
  • Excellent career path to management level in 1-2 years
  • Professional training to worldwide recognizable qualification
  • Comprehensive in-depth training

 

About AIA Challenge District  

Million Dollar Round Table (MDRT) is an international recognition / achievement that recognizes top 1% financial service professionals worldwide. Challenge District has achieved both the highest number and ratio of MDRTs in AIA for 11 times. 

Find us on Facebook: https://www.facebook.com/aia.cl.invictus/videos/336845170411156/ 

 

 

Please submit your CV and application by https://docs.google.com/forms/d/e/1FAIpQLScZq7hPVxwpGHmUldZ40l0kKbCj16zO8HG2ooULM3Qfcv-gyQ/viewform?c=0&w=1

 

You can contact us by email: hr.orientalfinancialco@gmail.com

 

Please submit your CV and application by https://docs.google.com/forms/d/e/1FAIpQLScZq7hPVxwpGHmUldZ40l0kKbCj16zO8HG2ooULM3Qfcv-gyQ/viewform?c=0&w=1

 

All information provided by applicants will be used only for recruitment purposes Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Company. The personal data of unsuccessful job applicants may be retained for a three months from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Company to do so, after which the personal data will be destroyed. Successfully applicant will be offered Career Representative Contracts.