AIA Financial Limited

<p>At AXA, we are on a mission to "make insurance and wealth management great again" and build a top-of-mind insurance company.</p><p></p><p>We strive to revolutionize the industry through modern technology while maintaining a strong human connection with our customers. Unlike the traditional insurers' model, as a Wealth Management Manager / Financial Consultant, your focus will be on understanding our customers' needs and providing recommendations for their insurance planning.</p><p></p><p>If you are driven by a sense of purpose and eager to be part of a team that is reshaping the industry, AXA is the perfect place for you.</p><p>About the Role</p><p><br>You will apply your professional knowledge and expertise to meet individual customers’ insurance and wealth management needs and assist customers to find the best solutions.</p><p></p><p>Your Key Responsibilities Include:<br>• Proactively analyze and assess clients' needs, offering impartial professional advice, particularly in complex cases such as VHIS switching, multi-policy holders and amongst other inquiries.<br>• Effectively handle referral leads received from various marketing channels, ensuring timely and professional follow-up through diverse communication channels such as phone calls, WhatsApp, and in-person or virtual meetings.<br>• Participate in offline marketing events periodically to foster relationships with current customers.<br>• Continuously gather feedback from customers and provide valuable insights to the customer proposition team to enhance product-market alignment.<br>• Provide support for ad-hoc business projects as required.</p><p></p><p>About you<br>• 1+ years of work experience in the insurance & wealth management sector is mandatory. <br>• Proficient knowledge of products and a solid understanding of insurance company operations.<br>• Possession of a professional qualification in financial planning is advantageous.<br>• Required to have completed IIQE Paper 1 and 3.<br>• Excellent written and verbal communication skills in both English and Chinese.<br>• Energetic personality with a strong ability to collaborate effectively within a team.</p><p></p><p>We Offer<br>• Competitive package<br>• Flexible working hours<br>• Benefits include medical coverage<br>• Fun, co-operative, and flexible startup culture<br>• Weekly sharing sessions and regular social gatherings<br>• Excellent learning opportunities with Professional Development</p><p></p><p>About AXA<br>• We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.<br>• By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining insurance companies in the world.<br>• We take pride in moving fast all the time and our track record in moving ahead in the game. <br>• As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong, apply to our opening today!<br>• Information collected will be treated in strict confidence and used solely for recruitment purposes.<br>• The company will retain all applications no longer than 24 months of which will be destroyed thereafter.<br>• We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.</p><p></p>