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The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance. The Group also provides employee benefits, credit life and pension services to corporate clients.

The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance....

The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance. The Group also provides employee benefits, credit life and pension services to corporate clients.

Financial Planner (Welcome to Fresh Grads & IANG holders)

Job level Entry
Education Not applicable
Location
Quarry Bay Hong Kong Island, Hong Kong
Employment type
Benefits Flexible working hours, Home office, Performance bonus
Industry Financial Services
Job function Banking / Finance > Fund Management / Hedge Fund
Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 06/05/2018 2018-05-06

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, saving management, retirement planning and children’s education fund to clients. 

We believe that Success can be copied!! You can be the next MDRT!!

Why Financial Planner?

We’re looking for a financial planner with strong customer mindset and in-depth product knowledge to help customers to achieve their financial goals in different life stages.

Responsibilities:

  • Conduct a Financial Need Analysis with the customer, understand customer needs and goals
  • Analyze and evaluating the customer’s financial goals
  • Recommend appreciate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services.
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication
  • Generate new client opportunities through networking, referrals and other sourcing strategies

Requirements:

  • Bachelor Degree holders (Major in related field will be an advantage)
  • 1-2 years of working experience is preferred (Fresh graduates would also be considered)
  • Be able to work in Hong Kong (Work permit/Visa in Hong Kong)
  • Maintain a positive attitude and focus on customer satisfaction in a fast-paced environment
  • Strong desire to achieve and succeed

Why Should You Apply?

  • Attractive Income - monthly allowance, commission and performance bonus
  • Personal Growth - Comprehensive training, including sales and marketing skills, financial analysis, and client service skills etc.
  • Fast-Paced Development - Excellent career development path to management level
  • Happy working environment – Friendly teammates and no bossiness!!

 

 Interested parties please submit application/ CV by clicking “Apply Now” button below.