Financial Planner (Fresh Graduates and IANGs are welcome)

Job level Entry
Education Bachelor Degree
Location
Quarry Bay Hong Kong Island, Hong Kong
Employment type
Benefits 5-day week, Home office, Insurance plan, Medical plan, Performance bonus, Travel allowance
Industry Insurance
Job function Banking / Finance > Fund Management / Hedge Fund
Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 27/06/2018 2018-06-27

AIA GROUP NAMED #1 MDRT COMPANY IN THE WORLD FOR THIRD YEAR RUNNING

 

HONG KONG, 10 July 2017 – AIA Group Limited (“AIA” or the “Company”; stock code: 1299), the largest independent publicly listed pan-Asian life insurance group, announced today the unprecedented achievement of becoming the only company in the world to have achieved the largest number of Million Dollar Round Table (MDRT) members for three consecutive years.

 

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AIA FINANCIAL PLANNER

ü  Build comprehensive financial plans, analyze financial data 

ü  Monitor clients' accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints 

ü  Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes 

ü  Prepare and revise financial reports/plans for clients 

ü  Collaborate with other financial planners/expertise on our team 

ü  Generate new client opportunities through networking, referrals, and other sourcing strategies 

 

YOU WILL HAVE

ü  Annual salary start from HK$500,000 

ü  No Ceiling Commission + Year-end-bonus 

ü  Overseas Conventions/Incentive Trips, a minimum of 2 company trips per year 

ü  18 months on-job Professional Training Program 

ü  Special holiday packages  

ü  Promising career ladder, fast promotion path to management level 

ü  AIA Premier Academy program for qualified candidates to achieve excellence and strive towards the target of joining MDRT 

 

WHAT YOU NEED  

ü  Bachelor Degree or equivalent qualifications (Fresh graduates and NON-HONG KONG graduates: IANG are welcome)  

ü  Be able to work in Hong Kong (Available VISA for non-Hong Kong residents)  

ü  Outstanding verbal and listening communication skills, proficiency in both Cantonese and Mandarin; fluency in English would be an advantage 

ü  Entrepreneurial drive to build your own business by leveraging your personal network, demonstrated ability to generate new clients 

ü  Ability to build relationships, provide superior customer service 

ü  High level of confidenceperseverance and strong desire to achieve and succeed 

 

 

 

If you feel you have the required skills and abilities, simply click 'APPLY NOW'