Financial Planning Specialist

6 days ago


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

Zoe Yung & Company (AIA) is dedicated to delivering innovative solutions that drive success for our clients.

This role requires a deep understanding of financial markets, products, and services, as well as exceptional communication and interpersonal skills.

The successful candidate will have a proven track record of developing and implementing comprehensive financial plans, maintaining up-to-date knowledge of financial markets and products, and cultivating strong relationships with clients and internal stakeholders.

  • Responsibilities:
  • Design and deliver customized financial solutions for clients
  • Analyze market trends and identify opportunities for growth
  • Mentor and support junior colleagues to develop their skills and expertise

Qualifications:

  • Strong academic background in finance or a related field
  • Professional certifications in finance or insurance (e.g., CFP, ChFC)
  • Proven experience in financial planning, business development, or investment management
  • Excellent analytical, problem-solving, and communication skills


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