Financial advisor

AIA AGENCY TEAM·Management Consultancy / Service

Online

HK work permit required

No experience limit

Diploma of Secondary School

Working day negotiable, Hybrid

HK $12K-38K/Month

Job benefits

Year-end bonus

Job Description

Job Responsibilities

Based on the client's risk tolerance, financial goals, and life cycle stage, tailor a suitable asset allocation solution.
Continuously follow up on customer account performance and changing needs, regularly review and optimize investment strategies, and enhance long-term customer trust.
Participate in market analysis meetings, product demonstrations, and customer lectures organized by the company, strengthen professional image and expand potential customers.

Work requirements

Graduate from secondary five (with five E-levels or above), or the Hong Kong Diploma of Secondary Education Examination (DSE) with five subjects at Level 2 or above, including Chinese or English and mathematics.
Have basic communication skills and service awareness, be patient to listen to customer needs, and clearly communicate complex financial concepts.
Willing to undergo systematic training, including pre-employment license course, practical operation training, and continuous professional development (CPD) learning.
Provide a 1-to-1 professional mentorship guidance mechanism, actively cooperate with the mentor's arrangements, and actively participate in simulation exercises, case discussions, and performance feedback.

Insurance Broking

Client Communication

After Sales Service

Mandarin

Cantonese