Hong Kong [Change Country] Hong Kong JobsHong Kong Banking / Finance JobsHong Kong Financial Services Jobs Employers / Post Job
[ Log On ]

Financial Planner (Fresh Graduates and IANGs are welcome)

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-07-12
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$25,000 - 55,000 /month
  • Employment Type:Contract, Full Time
  • Job Function:Financial Services  Fund Management  Insurance Agent / Broker  

Job Description



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.





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 



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 



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'  


Interested parties can mail the full resume to Samuel Kwok at Unit 1501, 15/F, Tower 1, The Gateway, Harbour City, Tsim Sha Tsui, Kowloon, Hong Kong


*only short listed candidates will be called for interview*  



We look forward to hearing from you. 

Samuel Kwok 

Unit Manager 

Senior Wealth Management Manager 

Company Info


About the AIA Group


AIA Group Limited and its subsidiaries (collectively “AIA” or “the Group” ) comprise the largest independent publicly listed pan-Asian life insurance group in the world. It has wholly-owned main operating subsidiaries or branches in 14 markets in Asia Pacific - Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau and Brunei and a 26% joint venture shareholding in India.

AIA meets the savings and protection needs of individuals by offering a range of products and services including retirement planning, life insurance and accident and health insurance. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents and employees across Asia Pacific, AIA serves the holders of over 23 million individual policies and over 10 million participating members of group schemes.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code ‘1299’ with American Depositary Receipts (Level 1) being traded on the over-the-counter market (ticker symbol: “AAGIY”).





Position Company Location Update