Financial Advisor 理财规划师
5 days ago
1 week ago Be among the first 25 applicants
Compassionate Leader | Internship Director | Voluntary Work | Fund Raising for UnderprivilegedRole Description
This is a contract Financial Advisor role located on-site in Hong Kong at AIA. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services on a day-to-day basis.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 2+ years' of industry experience (Also welcome Fresh Grad.)
- Strong understanding of the investment business
- Excellent interpersonal skills
- Financial Planning and Retirement Planning skills
- Finance and Investments knowledge
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP or CFA are beneficial
- Prior experience in financial services industry
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
IF YOU ARE INTERESTED, PLEASE FEEL FREE TO CONTACT +852-94699562.
Seniority levelEntry level
Employment typeContract
Job functionFinance and Sales
IndustriesInsurance
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