Hong Kong Financial Planner Role

2 weeks ago


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

Job Description

This AXA Financial Planning position is located in Hong Kong SAR and involves providing comprehensive financial planning advice and solutions to 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.

To be successful in this role, you should possess strong knowledge of investment products, insurance, retirement planning, and tax strategies, as well as excellent communication and interpersonal skills.



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