CFP Financial Planner - Personal Wealth & Retirement (HK)

AIA; Hong Kong; On-site; HKD 420,000 - 780,000; Full time

Job summary

AIA Group Limited in Hong Kong is seeking a Financial Planner to develop personalized financial plans and guide clients on investments and savings. The role is on-site and involves close client collaboration to achieve financial goals.

You will assess clients' financial status, craft comprehensive strategies, and monitor portfolios, ensuring timely adjustments and ongoing client satisfaction. A CFP certification and strong communication skills are essential for success.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP certification and expertise in Finance.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Experience in the financial services industry is a plus.

Responsibilities

• Develop comprehensive financial plans for clients and assess their financial status.
• Guide clients on retirement and savings strategies and monitor portfolios.

Skills

Financial Planning

Personal Financial Planning

Retirement Planning

Education

Bachelor's degree in Finance, Economics, or related field

Certified Financial Planner (CFP) certification

Job description

AIA Group Limited in Hong Kong is seeking a Financial Planner to develop personalized financial plans and guide clients on investments and savings. The role is on-site and involves close client collaboration to achieve financial goals.

You will assess clients' financial status, craft comprehensive strategies, and monitor portfolios, ensuring timely adjustments and ongoing client satisfaction. A CFP certification and strong communication skills are essential for success.