AIA International Limited

Financial Planner / Senior Financial Planner 財務策劃顧問 / 高級財務策劃顧問

AIA International Limited
Salary provided
Posted on 24 Feb 2021

Financial Planner / Senior Financial Planner 財務策劃顧問 / 高級財務策劃顧問

AIA International Limited

Job Highlights

  • Monthly allowance plus attractive commission
  • Year-end bonus, fast promotion opportunities
  • Overseas conferences, group medical benefits

Job Description

Job Description:
  • Understand customer needs and provide professional financial management solutions
  • Follow up the execution of customer financial plan, review and suggest revising customer's financial plan
  • Maintain good communication with customers, strengthen interpersonal network and expand new customer base
  • (For those who intends to be promoted to team leader) Establish and manage a financial planning team
  • 瞭解客戶需要,提供專業理財方案
  • 跟進客戶理財計劃的執行,檢討及建議修訂客戶的理財計劃
  • 與客戶保持良好溝通,強化人際關係網絡,拓展新客戶群
  • (有意晉升為團隊領袖者) 建立及管理財務策劃團隊
We provide:
  • Monthly allowance plus attractive commission and performance bonus
  • Comprehensive training courses to match your professional development
  • Fast promotion opportunities
  • Year-end bonus, attend overseas conventions, group medical benefits
  • 每月津貼加上具吸引力的佣金和表現獎金
  • 全面的培訓課程,配合您的專業發展
  • 快速的晉升機會
  • 年終花紅、參加海外會議、團體醫療福利
Job Requirements:
  • Candidates with a university or tertiary level or above are welcome to apply for Senior Financial Planner; others may consider applying for Financial Planner
  • Hardworking, positive, self-motivated, and good communication skills
  • Fresh graduates, IANG, and professionals from various industries are welcome
  • 歡迎大學或專上學院以上程度的人士申請高級財務策劃顧問;其他人士可考慮申請財務策劃顧問
  • 勤奮積極、有上進心、具有良好溝通技巧
  • 歡迎應屆畢業生、IANG、各行各業專才申請
If you are interested, please click "APPLY NOW" immediately and attach your resume or call Ms. Wang on 6707 4904. Successful candidates will sign Career Representative Contracts with AIA.

有興趣者請馬上點按「APPLY NOW」並附上履歷或致電 6707 4904 聯絡 王小姐 查詢。成功的應徵者將與友邦簽訂 Career Representative Contracts。

Company Overview:
  • AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region.
  • Our Vision is to be the world's pre-eminent life insurance provider. That is our service to our customers and our shareholders.
  • Our Purpose is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people.
  • AIA 作為最大的泛亞地區獨立上市人壽保險集團,我們的業務覆蓋區內 18 個市場。
  • 秉持精益求精的宗旨,我們矢志成為世界領先的人壽保險服務機構的翹楚,以達致客戶和股東的期望。
  • 本著服務社會的宏願,我們積極發揮領導本色,促進地區經濟和社會發展。
All personal data collected will only be used for recruitment purposes and will be processed in accordance with our Privacy Statement. You can ask us for our Privacy Statement. After receiving the request, we will provide a copy of the statement. AIA reserves the right to change the terms and conditions of the benefits.


Note: The "AIA", and "we" mentioned here refer to AIA International Limited (a limited liability company incorporated in Bermuda).


Additional Information

Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Job Type
Full Time, Permanent

Additional Company Information