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.
View more
Insurance Broking
Client Communication
After Sales Service
Mandarin
Cantonese
Kenny Wong
AIA Agency Team·財富策劃顧問
Active today
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