Expat Services Financial Planner Agency Hong Kong

Company Description

AIA Hong Kong & Macau, part of the AIA Group Limited, is a leading pan-Asian life insurance group with a presence in 18 markets across Asia-Pacific. AIA upholds its brand promise of helping people live longer, healthier, and better lives by offering a range of life insurance, accident and health insurance, and savings plans. The company's financial planners provide sincere service to customers, translating intangible feelings into tangible protection through insurance policies.

Our office specifically services an international clientele and English is a must. You will be trained and assigned a mentor who will train and monitor your progress as you continue on your path to achieving MDRT, COT or TOT. We will help to coach and build your career within the financial services industry.

We are a new specific English speaking office and operate separately from the main agency offices.

Role Description

This is a full-time hybrid role for an Expat Financial Consultant International Team at AIA Hong Kong and Macau. The role involves day-to-day tasks related to financial planning, investments, finance, analytical skills, and retirement planning. While primarily located in Hong Kong SAR, this role offers flexibility for some remote work.

Qualifications

• Financial Planning and Investment skills
• Strong analytical skills
• Experience in finance and retirement planning
• Excellent communication and interpersonal skills
• Proficiency in multiple languages is a plus
• Relevant certifications (e.g., CFA, CFP) are beneficial
• Bachelor’s degree in Finance, Economics, or related field

*** Applicants must hold Permanent HKID card / IANG visa / Dependant visa / QMAS / TTPS to be considered ***