Financial Planner - AIA Group

The AIA Group is a leading pan-Asian life insurance organisation with a unique heritage of serving the world’s most dynamic region for 90 years. Through an extensive network of 250,000 agents and 20,000 employees across 13 geographical markets, the AIA Group serves over 20 million customers in the region.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,000 members, or less than 1%, of the world's most successful life insurance and financial services professionals from 476 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Court of the Table (COT) members must earn three times the MDRT base production requirement.

We are one of the districts (Challenge District) in AIA with majority MDRT and COT members invite high caliber candidates to take the challenge;

Financial Planner

We offer

• Excellent path to become MDRT/ COT members and career path to management level
• Attractive remuneration & fringe benefits
• Local or overseas trainings opportunity

 Job Description:

• Communicate & identify financial needs for clients
• Analyse and provide total package financial services planning
• Regularly follow up & review with clients

 Requirements:

• University graduate or above (fresh graduates will also be considered)
• Mature, aggressive, self-motivated and result-oriented
• Be integrity, responsible and commitment to the team’s objective
• Team-player

Please apply in strict confidence with resume email to Mr Simon Wong,

email: simon_wong@aiab.com.hk

9/F, Caroline Centre, 28 Yun Ping Road, Causeway Bay, Hong Kong.

(The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidates will be destroyed within 6 months)

Financial Planner - AXA China Region Insurance Company Limited

AXA China Region is a member of the global AXA Group, a worldwide leader in financial protection and wealth management. AXA has a history dating back to the early 19th century and commenced business in Hong Kong in 1986. AXA secures the future of 50 million people around the world and one million people in Hong Kong and Macau trust AXA China Region to protect their families.

Financial Planner

Distinguish Yourself From Others

We are committed to investing in Hong Kong and, are now building a new distribution channel to market our full range of professional financial services in the territory. To cope with our business plan, we are going to recruit 10 professional Financial Planning Executives to strengthen our base.


Our edge:

- Stands out from the market, we built upon a fair and efficient agency management system that enables successful candidates to develop and fast track their career to the unlimited height.

Our offer:

- Attractive allowances, commissions and bonus schemes
- Medical and Life Insurance, Overseas Conventions, MPF and etc
- Comprehensive and Professional Training Programs
- Transparent and prosperous career path
- On-going company sponsored marketing initiatives to support business growth


Our requirement:

- Form 5 or above with working experience is an advantage but fresh graduates will also be considered
- Aggressive, outgoing and work independently
- To promote full range of financial services to new customers

We offer 5-day working week, excellent career prospects and attractive remuneration package to the right candidates. Interested candidates please send your details with expected salary to katie.cheng@agency.axa.com.hk

If you have any queries on this position, please feel free to contact us through e-mail. The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants' information will be destroyed after 12 months

Financial Planning and Analysis Manager (70K) - Adecco Phaholyothin Recruitment Ltd.

Adecco Worldwide - Adecco is a Fortune Global 500 company and the global leader in Human Resources services. Registered in Switzerland, and managed by a multinational team with expertise in markets spanning the globe, the Adecco Group delivers an unparalleled range of flexible staffing and career resources to clients and associates. Adecco was created in 1996, following the merger of Adia (Switzerland) and Ecco (France), two leading personnel service firms with complementary geographical profiles. We are now having more than 7,000 offices in 60 countries and territories worldwide.

Adecco Thailand - Adecco Thailand is the leader in Human Resource Solutions, offering Recruitment, Employment/ Outsource/ Contract Staffing and Human Capital Solutions. With over 20 years of experience in Thailand, we have developed the network and expertise to assist companies in building successful teams. We are now operated with 10 Business Units, connects over 8,000 Associates each day through Adecco network of over 200 Employees. Our recruitment managers and consultants are in possession of expertise, knowledge of industry and employment trends, enabling us to fully understand HR requirements and offer the most practical solutions. 

Financial Planning and Analysis Manager (70K)

Job description: Financial Planning -   Responsible for overall financial planning, revision and forecasting -   Ensure completion and accuracy on all plans within the schedule -   Review all consolidated numbers in financial reports before submitting to management team -   Upload all plans into the system correctly Financial Reporting & Analysis -   Prepare monthly and quarterly financial reports -   Review and analyze company performance before month-end closing to ensure completion and accuracy of accounting transactions -   Prepare monthly key financial performance and analyze the results to Top Management team -   Closely liaise with Regional Finance for analysis and planning issues Budget Controlling -   Perform monthly review on actual against budget and highlight deviation -   Monitor sales and administration expenses and capital expenditures in line with the company budget and strategic direction -   Review the requesting of budget utilization before submitting to management for approval Responsible for ad-hoc assignments as required by management team  Qualification: Thai nationality Bachelor or higher in Accountancy or Finance 5-8 years of experience in financial planning, reporting and budgeting with minimum of 3 years experience in management level Leadership, supervising, and interpersonal skill Have an eye of detail, able to work under pressure Dedicated, result-oriented, mature Fluent in both written and spoken English Computer literacy (Oracle and Cognos will be advantage) Please submit your resume with full details of qualifications, experience, current & expected salary and recent photograph to Adecco Phaholyothin Recruitment Limited 979/74 SM Tower, 25th Floor, Phaholyothin Road, Samsennai, Phayathai, Bangkok 10400 Tel. 66 2298 0170-80 ext.313 Fax. 0 2617 0911 E-mail: noppanongk@adecco.co.th Web Site: http://www.adecco.co.th Qualifications : Degree Yr Exp : 5 years Job Location : Jatuchak Monthly Salary Range : THB70,000 Job Type : Full Time