Financial Planner

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

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, operating in 18 markets including Mainland China, Hong Kong, Singapore, Malaysia, and Australia. Established in 1919 in Shanghai, AIA is a market leader in Asia known for its life insurance, accident and health insurance, and savings plans. With total assets of US$328 billion (as of June 2025), AIA serves over 43 million individual policyholders and 16 million group insurance scheme members through a vast network of agents, partners, and employees across Asia.

Role Description

This is a full-time role for a Financial Planner, located on-site in Hong Kong. The Financial Planner will be responsible for developing personalized financial plans for clients, assessing their financial status, and guiding them on investment opportunities. Tasks include creating comprehensive financial strategies, advising on retirement and savings plans, and monitoring clients' financial portfolios for necessary adjustments. The role requires close collaboration with clients to ensure their financial goals are met effectively.

Qualifications

• Financial Planning, Personal Financial Planning, and Retirement Planning skills
• Certified Financial Planner (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
• Bachelor's degree in Finance, Economics, or related field
• Experience in the financial services industry is a plus