← All roles

AIA

Financial Planner

Hong Kong, Hong Kong SARFinance

About the role

FinEx AI summary

Full-time on-site Financial Planner in Hong Kong developing personalized financial plans, assessing clients' financial status, and advising on investments, retirement and savings. Involves creating financial strategies and monitoring client portfolios for adjustments.

Core skills

Financial PlanningPersonal Financial PlanningRetirement PlanningFinanceAnalytical SkillsCommunication

Similar roles

More live opportunities matched by discipline and skills.

Explore all roles →