Financial Planning Expert

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time
About the Role:

We are seeking a highly skilled and experienced Financial Planning Manager to join our dynamic team at AIA Hong Kong and Macau.

As a key member of our team, you will be responsible for providing expert financial and insurance advice tailored to client needs, building and nurturing long-term relationships with clients, and identifying new opportunities for growth.

Key Responsibilities:

  • Develop and implement personalized financial plans for clients
  • Analyze client data to identify areas for improvement and recommend suitable solutions
  • Build and maintain strong relationships with clients through exceptional customer service
Requirements:

To succeed in this role, you will need:

  • A high school diploma or equivalent, with related experience preferred
  • Excellent communication and relationship-building skills
  • Self-motivation, resilience, and a results-driven approach
  • Experience in sales or financial services, with full training provided for newcomers
What We Offer:

At AIA Hong Kong and Macau, we offer a comprehensive benefits package that includes:

  • Unlimited earning potential through competitive commissions and bonuses
  • Comprehensive training programs and financial certifications support
  • Flexible work hours to balance your career and personal life
  • Clear and transparent career progression opportunities
  • Exclusive team-building events, incentive trips, and a supportive work culture


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