Financial Planning Expert
1 week ago
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
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
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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