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Financial Planning Expert

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time
Company Overview
AIA Hong Kong and Macau is a leading insurance company that offers a wide range of financial products to its clients. We are committed to providing excellent service and building long-term relationships with our customers.

About the Role
We are seeking an experienced Financial Planning Manager who can provide expert financial and insurance advice to our clients. The successful candidate will have strong communication and relationship-building skills, as well as the ability to identify new opportunities and help clients select suitable financial products.

Key Responsibilities
* Provide expert financial and insurance advice tailored to client needs
* Build and nurture long-term relationships with clients while identifying new opportunities
* Help clients select the most suitable financial products to meet their goals
* Deliver exceptional after-sales service to ensure client satisfaction and trust

Requirements
* High school diploma (related experience is a bonus)
* Strong communication and relationship-building skills
* Self-driven, resilient, and results-oriented
* Experience in sales or financial services (newcomers are welcome—we provide full training)

Why Join Us?
We offer unlimited earning potential through competitive commissions and bonuses, comprehensive training programs, flexible work hours, clear career progression opportunities, and a supportive work culture.