Financial Planner 财务策划顾问

Company Description AIA Hong Kong & Macau is part of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets across the Asia-Pacific region. The company is committed to helping people live longer, healthier, and better lives, and integrates customer insights into product design, services, and talent development to maintain high standards across its business. AIA Hong Kong & Macau offers a wide range of solutions, including life, accident, and health insurance, as well as savings plans, employee benefits, credit life, and pension services. Through an extensive network of agents, partners, and employees, AIA serves more than 30 million individual policyholders and over 16 million members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited (stock code: 1299) with American Depository Receipts traded over the counter (ticker: AAGIY).

Role Description This is a full-time hybrid role for a Financial Planner 财务策划顾问 based in Hong Kong SAR, with a mix of in-office and work-from-home arrangements. The Financial Planner will provide comprehensive personal financial planning services, including needs analysis, protection planning, retirement planning, savings and investment strategies, and wealth protection solutions for individual and family clients. Day-to-day responsibilities include meeting clients, understanding their financial goals, preparing tailored financial plans and insurance proposals, explaining product features and risks, and supporting clients through policy applications and reviews. The role also involves maintaining long-term client relationships, conducting regular portfolio and protection reviews, staying current on market trends and regulatory requirements, and participating in training and development programs. Collaboration with internal teams and adherence to AIA’s professional, ethical, and customer-centric standards are essential.

Qualifications

• Excellent interpersonal, communication, and presentation skills, with a customer-focused mindset and high level of integrity and ethical standards.
• Self-motivated, goal-oriented, and able to manage time effectively in a hybrid work environment