Wealth Management and Protection Expert

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Zoe Yung & Company (AIA) Full time

Established in Hong Kong for over 40 years, Zoe Yung & Company (AIA) has established itself as a leading resource for tailored wealth management solutions.

We take pride in our ability to understand the unique needs of each client, offering customized strategies that cater to different levels of complexity and scale.

This 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.

  • Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Maintain up-to-date knowledge of financial markets and products
  • Cultivate strong relationships with clients and internal stakeholders

Requirements:

  • Understanding of Insurance principles
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Entrepreneurial Mindset: Innovative thinker with a proactive approach to identifying opportunities and driving results
  • Self-Improvement Orientation: Commitment to continuous personal and professional development
  • Capable of collaborating within a team as well as working independently to achieve goals


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