The common responsibilities for this position include personal financial planning and corporate financial planning for clients, conducting financial health checks and risk profile reviews with target prospects, participating in the Greater Bay Area (GBA) project at AIA, taking on leadership and management roles in projects for selected potential candidates, and aiming to achieve the "MDRT" international recognition within the first year. Additionally, client prospecting, building and maintaining relationships, introducing investment and insurance products, and performing regular customer contact and portfolio reviews are also essential duties.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers