AXA - Wealth Management Manager / Financial Consultant

At AXA, we are on a mission to "make insurance and wealth management great again" and build a top-of-mind insurance company.

We strive to revolutionize the industry through modern technology while maintaining a strong human connection with our customers. Unlike the traditional insurers model, as a Wealth Management Manager / Financial Consultant, your focus will be on understanding our customers needs and providing recommendations for their insurance planning.

If you are driven by a sense of purpose and eager to be part of a team that is reshaping the industry, AXA is the perfect place for you.

About the Role

Your Key Responsibilities Include:

• Proactively analyze and assess clients needs, offering impartial professional advice, particularly in complex cases such as VHIS switching, multi-policy holders and amongst other inquiries.
• Effectively handle referral leads received from various marketing channels, ensuring timely and professional follow-up through diverse communication channels such as phone calls, WhatsApp, and in-person or virtual meetings.
• Participate in offline marketing events periodically to foster relationships with current customers.
• Continuously gather feedback from customers and provide valuable insights to the customer proposition team to enhance product-market alignment.
• Provide support for ad-hoc business projects as required.

About you

• 1+ years of work experience in the insurance & wealth management sector is mandatory.
• Proficient knowledge of products and a solid understanding of insurance company operations.
• Possession of a professional qualification in financial planning is advantageous.
• Required to have completed IIQE Paper 1 and 3.
• Excellent written and verbal communication skills in both English and Chinese.
• Energetic personality with a strong ability to collaborate effectively within a team.

We Offer

• Competitive package
• Flexible working hours
• Benefits include medical coverage
• Fun, co-operative, and flexible startup culture
• Weekly sharing sessions and regular social gatherings
• Excellent learning opportunities with Professional Development

About AXA

• We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.
• By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining insurance companies in the world.
• We take pride in moving fast all the time and our track record in moving ahead in the game.
• As we grow, were always looking for highly dynamic, hands-on, and passionate talent to join our team.

If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong, apply to our opening today!

• Information collected will be treated in strict confidence and used solely for recruitment purposes.
• The company will retain all applications no longer than 24 months of which will be destroyed thereafter.
• We are an equal-opportunity employer.

We do not discriminate on the basis of race, sex, disability, or family status in the employment process.

Information :

• Company : OfferToday HK
• Position : AXA - Wealth Management Manager / Financial Consultant
• Location : Hong Kong
• Country : HK