Account & Relationship Management
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Bachelor
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5-day workweek, year-end bonus, flexible bonus
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Education allowance, comprehensive insurance plan, including family medical
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Collaborate with top-tier global asset management firms
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Competitive remuneration and performance incentives provided
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Diploma of Secondary School
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High commission with no cap, year-end bonus, performance bonus
Family medical plan, insurance plan, medical plan
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5 to 10 yrs
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Generous remuneration, flexible bonus, commissions
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Medical plan
Work benefits
Year-end bonus
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Extra Medical Insurance
Job Description
RETIREMENT CONSULTANT
Job Responsibilities
- Design a passive income plan with stability for middle-class customers, including but not limited to annuity insurance, dividend-paying policies, trust arrangements, and low-volatility return asset allocation, to ensure continuous and predictable cash flow after retirement.
- Design and implement a lifelong medical security framework, integrate commercial medical insurance, long-term care insurance and health insurance supplement schemes, covering hospitalization, surgery, chronic disease management and elderly care.
- Based on the customer's family structure, health status, financial goals and life expectations, tailor a retirement life blueprint that meets the "global livability" (GBA Living Style) concept, covering cross-border residency, medical connection, tax optimization and identity planning in the Greater Bay Area.
- Regularly review your clients’ retirement progress, taking into account market changes, policy adjustments (such as the GBA cross-border medical trial expansion, the evolution of the personal pension system), and life stage transitions, dynamically optimizing existing plans.
- Have insurance industry qualifications (such as a Hong Kong insurance intermediary license or a mainland China insurance salesperson qualification), and hold a CFP, ChFC, RPA or related retirement planning certification.
- Familiar with the elderly care policies, medical systems and financial supervision and regulation framework of the three places, and especially familiar with the practical application scenarios of "Cross-border Wealth Management", "Hong Kong and Macao Medicines", and "Elderly Medical Coupon Plan" in the Greater Bay Area.
- Having at least 3 years of personal wealth planning or insurance consulting practical experience, successfully leading more than 20 middle-class family retirement comprehensive solution design and landing cases.
- Have excellent financial modeling skills, familiar with the use of cash flow discounting, inflation adjustment, life insurance, etc. to conduct multi-scenario stress testing and risk assessment.
- Able to communicate fluently in Cantonese and Mandarin, with basic English reading and writing abilities, and able to accurately interpret international insurance terms, offshore trust documents, and regulatory announcements.
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to view full job descriptionLanguages
English
Cantonese
Mandarin
Skills
FRM
Loan Operations
Wealth Management Services
Ivy Yeung
AIA Financial Limited · Financial Consultant
Job Location
中港城-Tsim Sha Tsui, Yau Tsim Mong
尖沙咀廣東道33號Block Three
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