Wealth Planning & Growth Consultant — Flexible Hours

AIA International Limited

Hong Kong

On-site

HKD 240,000 - 360,000

Full time

12 days ago
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Benefits offered by this job

Onboarding
Licensing guidance
Full-time conversion
Promotion pathway
Medical benefits
Study allowance
Overseas conferences
Flexible hours

Job summary

AIA International Limited in Hong Kong is seeking financial planning and wealth management professionals to advise clients and build lasting relationships. You will assess client needs and propose suitable product allocations while developing new business opportunities in a dynamic market.

The role includes extensive onboarding, licensing guidance, and ongoing training, with clear promotion pathways and overseas conference possibilities.

Qualifications

  • Bachelor's degree or above; all majors welcome (Finance/Business/Marketing preferred).
  • Genuine interest in financial planning and wealth management.
  • Strong communication and listening skills; able to build trust quickly.
  • Self-motivated, open to challenges, a team player.
  • Must hold a valid Hong Kong work visa (IANG/TTPS welcome).

Responsibilities

  • Provide financial planning and wealth management advice to clients.
  • Analyse client needs and develop suitable product allocation solutions.
  • Develop new clients, explore markets, and expand business networks.
  • Build long-term client relationships and provide ongoing follow-up.
  • Participate in company training to enhance professional knowledge and consulting skills.

Skills

Communication skills
Listening ability
Team player
Self-motivated
Interest in financial planning

Education

Bachelor's degree or above

Job description

AIA International Limited in Hong Kong is seeking financial planning and wealth management professionals to advise clients and build lasting relationships. You will assess client needs and propose suitable product allocations while developing new business opportunities in a dynamic market.

The role includes extensive onboarding, licensing guidance, and ongoing training, with clear promotion pathways and overseas conference possibilities.

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