AXA Financial Consultant

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hong kong Full time

6 days ago Be among the first 25 applicants

Direct message the job poster from Hong Kong

Branch Manager @ AXA Hong Kong and Macau | Financial Management

Company Description

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 51 markets and serving 94 million customers worldwide. Our purpose is to act for human progress by protecting what matters. As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers' needs and leveraging and investing in technology and digital transformation. We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community.

Role Description

This is a full-time on-site role for an AXA Financial Planning position at AXA Hong Kong and Macau, located in Hong Kong SAR. As an AXA Financial Planner, your day-to-day tasks will involve providing comprehensive financial planning advice and solutions to our valued clients, analyzing their financial goals and objectives, and recommending suitable investment strategies and products to meet their needs. You will work closely with clients to develop personalized financial plans, conduct reviews and updates, and ensure a high level of customer satisfaction and retention.

Qualifications

To be successful in this role, you should possess the following qualifications:

  • A recognised degree / associate in Finance, Economics, Business or other field
  • Fresh Grads are welcome
  • NO experience in financial planning or wealth management may be considered
  • Strong knowledge of investment products, insurance, retirement planning, and tax strategies
  • Excellent communication and interpersonal skills
  • Ability to build and maintain STRONG CLIENT RELATIONSHIPS
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a TEAM
  • HK permanent holders/ IANG
  • Monthly income (Ranging from $25,000+ above according to the qualification)
  • On-Job training provided
  • Time management
  • Career development and promotions opportunities
  • MPF/ORSO
  • Group Medical
  • Quarterly Bonus and Year End Bonus
  • Recognition, Rewards and Trips

Additional certifications and experience in the financial industry would be considered advantageous.

Interested parties please submit your resume and will receive an email within 3 days for an interview.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

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