Financial Planning Specialist
6 days ago
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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