Allianz is seeking a highly motivated and experienced Financial Advisor to join our team. In this role, you will have the opportunity to work with a wide range of clients and provide them with tailored financial solutions to help them achieve their goals. We are looking for individuals who are passionate about helping others and have a strong understanding of the financial industry. If you have a proven track record of success in financial advising and possess excellent communication and analytical skills, we would love to hear from you. Join us at Allianz and make a positive impact on the lives of our clients.
- Provide personalized financial advice and solutions to clients based on their individual needs and goals.
- Utilize strong knowledge of the financial industry and market trends to make informed recommendations to clients.
- Build and maintain strong relationships with clients to understand their financial objectives and provide ongoing support.
- Conduct thorough financial analysis and research to develop comprehensive financial plans for clients.
- Stay up-to-date on industry regulations and compliance standards to ensure ethical and legal practices.
- Collaborate with other team members to develop and implement strategies for business growth.
- Act as a trustworthy and reliable source of financial guidance for clients.
- Effectively communicate complex financial information to clients in a clear and understandable manner.
- Continuously monitor and review clients' financial plans to make necessary adjustments and ensure their success.
- Meet and exceed sales targets and contribute to the overall success of the team.
Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.
Minimum Of 3-5 Years Of Experience In Financial Planning And Advising.
Strong Understanding Of Investment Products, Financial Markets, And Risk Management.
Professional Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Preferred.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Financial Planning
Market Research
Investment Management
Risk assessment
wealth management
Portfolio analysis
Asset allocation
Client communication
Insurance Solutions
Retirement planning
Estate Planning
Tax Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Advisor in Hong Kong is HK$250,000 to HK$550,000 per year. However, this can vary greatly depending on the company, experience level, and specific job responsibilities. Some Financial Advisors in Hong Kong can earn upwards of HK$1 million per year, especially if they have a strong track record of success and work for a top financial institution. Additionally, bonuses and commissions can significantly impact a Financial Advisor's overall income.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Allianz SE engages in the provision of insurance and investment advisory services. It operates its business through following segments: Property-Casualty, Life/Health, Asset Management, and Corporate and Other. The Property-Casualty segment offers motor liability and own damage, accident, general liability, fire and property, legal expense, credit, and travel insurance.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started