AXA - Financial Planner

Job Description

Role Description This is a full-time on-site role for a Financial Planner. As a Financial Planner at AXA Hong Kong, you will assist clients in managing their financial needs and building customized financial plans. Your responsibilities include providing advice on financial planning, retirement planning, and investment strategies. Working closely with clients, you will help them achieve their financial goals by proposing suitable insurance, savings, and investment solutions. Qualifications • Expertise in Financial Planning, Personal Financial Planning, and Retirement Planning • Strong knowledge of Finance concepts and principles • Excellent interpersonal and communication skills to effectively engage with clients • Ability to analyze financial data and make strategic recommendations • Bachelor's degree in Finance, Economics, or related field is preferred • Relevant experience in financial planning, banking, or insurance sectors is an advantage Show More