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AXA China Region Insurance Company Limited

尋找轉新賽道的你 - 財務策劃 (迎戰銀髮市場&高資產淨值機遇)

Tsim Sha Tsui, Yau Tsim Mong DistrictFinance

About the role

FinEx AI summary

Financial planner role targeting the ageing population and high-net-worth clients. Responsibilities include tax, estate and investment planning, plus asset allocation and education plans for new arrivals and immigrants. Offers base salary plus commission, one-to-one mentoring, medical and life insurance, and visa renewal support.

Core skills

Financial PlanningWealth ManagementTax PlanningEstate PlanningInvestment PlanningAsset Allocation

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