6 Job Postings
2025-10-30 - 2026-01-30
The common responsibilities for this position include conducting personal and corporate financial planning for clients, performing financial health checks and risk profile reviews with target prospects, participating in the Greater Bay Area (GBA) project at AIA, and assuming leadership and management roles in projects for selected potential candidates. Additionally, the role involves achieving the "MDRT" international recognition in the first year, providing customized financial planning solutions, establishing and managing a professional financial planning team, and engaging in comprehensive training and mentorship coaching with experienced insurance professionals. The position also emphasizes the development of networking skills, job-hunting strategies, and fostering a team culture focused on growth, communication, and collaboration.
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