Financial Planner

Posted 3 months ago
No experience limit
Higher Diploma or Associate Degree
Salary negotiable, High commission with base salary
4.0 hrs/day, 2 days/wk
HK $15K-45K/Month
Job Highlights
Unmatched Support: Collaboration, guidance, and knowledge sharing
Accelerated Career Progression: Clear, rapid advancement paths
One Team, One Goal: Cohesive, supportive team environment
Job benefits
Year-end bonus
Job Description
Who We Are Looking For:<br><br>We believe in potential. While prior experience in sales or finance is beneficial, it is not essential. We are looking for:<br><br>· A strong desire to succeed and a self-motivated mindset.<br>· Excellent communication and interpersonal skills.<br>· A passion for helping people and making a positive impact.<br>· Resilience, integrity, and a commitment to continuous learning.<br>· Full professional proficiency in [e.g., English and local language].<br><br>Your Role:<br><br>· Conduct financial needs analysis for individuals and families.<br>· Develop tailored financial strategies and plans.<br>· Build and maintain long-term, trusted client relationships.<br>· Educate clients on financial literacy and AIA's product solutions.<br>· Achieve and exceed personal and professional growth targets.<br><div><br></div><div>We believe that our greatest asset is our people. When you join our team, you become part of a uniquely supportive and high-achieving environment.</div><div><br>· Unmatched Support: We operate on a foundation of collaboration, not competition. Our experienced colleagues and leaders are genuinely invested in your success, always ready to offer guidance and share knowledge to help you and our clients thrive.</div><div><br>· Accelerated Career Progression: We are proud of our clear and rapid career advancement paths. Your ambition is recognized and rewarded quickly. High performers find numerous opportunities to grow their responsibilities, income, and professional standing.</div><div><br></div><div>· One Team, One Goal: We work together seamlessly, ensuring everyone has the tools and support needed to succeed. From day one, you'll feel the difference a truly cohesive team makes.<br></div>
View more
Insurance Broking
Financial Consultancy
Credit Collection
English
Cantonese
Mandarin
Polly Yu
JIG Family Office·hr
Active recently
Company Overview
The company's asset management team draws on its many years of investment and financial management wisdom, as well as its rich experience in serving high-net-worth families, to provide a one-stop family management service to Asian and Greater Bay Area clients. And with our many years of experience in serving high-end customers, we are able to extend our service range once again, covering more areas and leading the industry. We understand that as the leader of the family, there are countless areas that need to be taken care of. By bringing together various experts, we are dedicated to taking care of everything for our customers.
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