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Financial Planner (Welcome to Fresh Grads & IANG holders)

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-07-12
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Contract, Full Time, Permanent
  • Job Function:Financial Services  Fund Management  Insurance Agent / Broker  

Job Description

About Us:

We are the professional team and are known for the incredible service we provide for our customers over 20 years.

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

The Location:

Tsim Sha Tsui

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.

All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Privacy, which is available upon request. AIA reserves the right to modify the terms and conditions of package offered.

 

Company Info

AIA International Limited

 

An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio.

 

If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this platform will fulfill your aspirations.

 

Apply
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