Wealth Management and Financial Services Expert
2 days ago
At Zoe Yung & Company (AIA), we are committed to delivering exceptional wealth management solutions to our clients. Our experienced team of professionals works tirelessly to ensure that our clients receive personalized attention and tailored strategies to meet their unique needs.
We believe in building strong relationships with our clients based on trust, integrity, and transparency. Our goal is to provide our clients with peace of mind and financial security through our comprehensive range of services.
Job DetailsThis is a full-time on-site role for a Wealth Management and Protection Specialist at AIA located in Causeway Bay. The role involves tasks related to financial planning, business development, investment management, finance, personal and commercial insurance.
- Role Summary:
- Provide expert advice on financial planning and risk management
- Develop and implement business growth strategies
- Manage investment portfolios and conduct financial analysis
- Oversee finance and accounting functions
- Deliver personal and commercial insurance services
We offer a dynamic and challenging work environment that provides opportunities for career growth and development. Our team is passionate about delivering exceptional service to our clients, and we are looking for like-minded individuals who share our values and vision.
If you are a motivated and results-driven individual with a passion for wealth management, please submit your application today.
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