3 weeks ago Be among the first 25 applicants Senior Manager, Wealth Management & Protection@AIA | MDRT Achiever Company Description AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) are the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR, Thailand, Singapore, and Malaysia. Established in Shanghai in 1919, AIA is a market leader in Asia (ex-Japan) based on life insurance premiums. AIA offers a range of products and services including life insurance, accident and health insurance, and savings plans. The Group serves over 43 million individual policyholders and 16 million group insurance members, making it a cornerstone in long-term savings and protection in Asia. Role Description This is a full-time on-site role for a Financial Planning Advisor located in Hong Kong SAR. The Financial Planning Advisor will be responsible for creating personalized financial plans for clients, including retirement planning, investment advice, and comprehensive financial strategies. Daily tasks include assessing clients' financial status, creating financial goals, recommending investment opportunities, and monitoring financial markets. The advisor will work closely with clients to ensure their financial objectives are met with the most effective solutions. An exciting career opportunity with high growth prospects, incentives, conventions and recognition. Qualifications Proficiency in Financial Planning and Retirement Planning Strong background in Investments and Finance Experience in Financial Services Excellent interpersonal and communication skills Ability to work independently and as part of a team Bachelor's degree in Finance, Economics, or a related field Certifications such as CFP (Certified Financial Planner) are advantageous Experience in the insurance industry is a plus Pass Insurance Intermediaries Qualifying Examination (“IIQE”) Paper 1 and Paper 3 Candidates having valid Dependant visa /HK permanent resident or IANGSeniority level Entry level Employment type Full-time Job function Finance and Sales Industries Insurance
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