Company Description

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 51 markets and serving 94 million customers worldwide. Our purpose is to act for human progress by protecting what matters. As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers’ needs and leveraging and investing in technology and digital transformation. We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research. Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations. We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, insurer and an exemplary company.

Role Description

This is a full-time on-site role for an AXA Financial Planning position at AXA Hong Kong and Macau, located in Hong Kong SAR. As an AXA Financial Planner, your day-to-day tasks will involve providing comprehensive financial planning advice and solutions to our valued clients, analyzing their financial goals and objectives, and recommending suitable investment strategies and products to meet their needs. You will work closely with clients to develop personalized financial plans, conduct reviews and updates, and ensure a high level of customer satisfaction and retention.

Qualifications

To be successful in this role, you should possess the following qualifications:

• A recognised degree / associate in Finance, Economics, Business or other field
• Fresh Grads are welcome
• NO experience in financial planning or wealth management may be considered
• Strong knowledge of investment products, insurance, retirement planning, and tax strategies
• Excellent communication and interpersonal skills
• Ability to build and maintain STRONG CLIENT RELATIONSHIPS
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a TEAM
• HK permanent holders/ IANG

Benefits

• Monthly income (Ranging from $25,000+ above according to the qualification)
• 5 working day
• On-Job training provided
• Time management
• Career development and promotions opportunities
• MPF/ORSO
• Group Medical
• Quarterly Bonus and Year End Bonus
• Recognition, Rewards and Trips

Additional certifications and experience in the financial industry would be considered advantageous.

Interested parties please submit your resume and will receive email within 3 days for interview.

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