AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region. Our Vision is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.Our Purpose is to play...

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region. Our Vision is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.

Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.

Financial Planner/Management Associate, Wealth Management & Protection/Associate Financial Planner

Job level Entry
Work exp Less than 1 year To 3 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Tsimshatsui
Employment type Contract
Benefits General holidays, Home office, Insurance plan, Maternity leave, Medical plan, MPF, Performance bonus, Staff loan, Travel allowance, Year-end bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Asset Management
Published On 27/05/2020
Tags

Job Description

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded financial solutions including financial planning, savings management, retirement planning and children’s education fund to clients.

 

We offer:

  • Monthly allowance plus attractive commission and performance bonus
  • Comprehensive training programs for professional advancement
  • Successful candidates will enter into Career Representative Contracts with AIA
  • Fast-track advancement opportunities. Outstanding individuals will be promoted to management positions within 12 months.
  • Opportunities for joining company every year’s overseas conference.

 

Requirements:

  • Bachelor Degree holders (Fresh graduates are welcome)
  • Be able to work in Hong Kong (Work permit/Visa in Hong Kong)
  • 1-2 years of working experience in related discipline will be an advantage
  • Excellent interpersonal and communication skills
  • High level of confidence, strong desire to achieve and succeed
  • Good command of spoken and written Chinese, fluent in mandarin will be an advantage

 

Responsibilities:

  • Provide appropriate financial plan to clients
  • Provide investment recommendations to clients through constant communication
  • Market news update to clients and analyze financial data
  • Provide wealth and protection management (i.e. insurance products, MPF, saving management, retirement planning, tax planning, children’s education fund)
  • Prepare and revise financial plans for clients
  • Ability to build relationships by providing superior customer service
  • Expand the personal customer network, ability to generate new clients through networking and referrals

有意者請通過點擊“立即申請”向AIA授權代表提交申請(所有收集的個人資料僅用於招聘目的,並將根據我們的個人資料政策處理,可立即索取.AIA保留有權修改所提供包裹的條款和條件。)

- 所有收集的個人資料只會被用作招募之用及將會根據我們的資料私隱原則處理,你可向我們索取我們的資料私隱原則,我們在收到要求後,會隨即提供一份有關原則的複本。友邦保留更改待遇的條款及細則之權利。
- 成功的應徵者將與友邦簽訂 Career Representative Contracts
-「友邦」及「AIA」是指友邦保險(國際)有限公司(於百慕達註冊成立之有限公司)