Professional Financial Services
Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
Prepare presentations and proposals for both internal and client usage
Review and revise client's financial plan based on their life-changing situations
Maintain friendly and lasting client relationships

Acquire leadership and team management skills for future career development and progression to managerial level
Motivate and inspire team members
Plan and execute strategies for constructing team
Share market insights and strategies in team

High commission with expected monthly income from HK$30,000+
Performance-based incentives including travelling allowance, bonus
Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT),
Sponsored oversea conventions and conferences
Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme
Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
Group medical insurance and other allowance

Jobs and Opportunities