How to be a Financial Planner and work with Gifford?
Being a Certified Financial Planner requires both knowledge and determination. We believe one can only achieve by applying knowledge in real life experience.
Step 1: Take the mandatory exams for the compulsory licensing requirements in Hong Kong.
Step 2: Starts financial planning business with comprehensive on the job training and development.
Step 3: Study CFP and pass the exams with sufficient working experience.
Congratulations! And you are now the Certified Financial Planner in Libertas, specialise in helping parents in Hong Kong to provide more than enough financial resources for children to own the true freedom of choices.
Step 1: Take the mandatory exams for the compulsory licensing requirements in Hong Kong.
Step 2: Starts financial planning business with comprehensive on the job training and development.
Step 3: Study CFP and pass the exams with sufficient working experience.
Congratulations! And you are now the Certified Financial Planner in Libertas, specialise in helping parents in Hong Kong to provide more than enough financial resources for children to own the true freedom of choices.
Job Opportunity: Manager - Wealth Management and Protection
About Us: Libertas is a financial planning team in AIA, the largest independent listed pan-Asian Life insurance group. Members in team Libertas aim to bring financial abundance to business owners and Professionals. In our team, we achieve excellence in result with MDRT, COT and TOT, plus high percentage in achieving financial professional designation including AFP, FRM, CFA and CFP.
About the role: Follow the six steps financial planning concept, to help clients to find out and achieve their financial goals.
Benefits: High commission with flexible working time, with extra monthly allowance and bonus ($20k to $50k) depends on working experience and academic qualifications. Help sufficient clients to achieve financial freedom, and you will achieve financial freedom as well.
Special allowance program to help successful candidate to develop professionalism by subsidy to professional qualifications e.g. AFP and CFP. Fast track of promotion would be granted to excellent candidate.
Responsibility:
Provide comprehensive financial planning suggestion, including risk management, insurance, investment and retirement plan.
Provide asset allocation and wealth succession planning for high net worth clients.
Provide employee benefits solutions to corporations.
Actively establish and expand personal networks
Candidate requirement:
Prefer candidate who passed IIQE paper 1, 2, 3, 4, 5
Proficiency in written English and Chinese
Self-motivated, possess the ability to take initiative.
Strong initiative skills, working both independently and as a part of a team.
Interested candidates please submit application to
Libertas agency, Authorized Representative of AIA by gifford.chen@aia.com.hk
attention to Mr. Gifford Chen
Further reference please refer to AIA premier academy website
https://www.aia.com.hk/en/about-aia/careers/aia-premier-academy.html
“All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Policy, which is available upon request. AIA reserves the right to modify the terms and conditions of package offered.”
“Successful candidates will enter into Career Representative Contracts with AIA.”
“’AIA’ refers to AIA International Limited (Incorporated in Bermuda with limited liability).”
About Us: Libertas is a financial planning team in AIA, the largest independent listed pan-Asian Life insurance group. Members in team Libertas aim to bring financial abundance to business owners and Professionals. In our team, we achieve excellence in result with MDRT, COT and TOT, plus high percentage in achieving financial professional designation including AFP, FRM, CFA and CFP.
About the role: Follow the six steps financial planning concept, to help clients to find out and achieve their financial goals.
Benefits: High commission with flexible working time, with extra monthly allowance and bonus ($20k to $50k) depends on working experience and academic qualifications. Help sufficient clients to achieve financial freedom, and you will achieve financial freedom as well.
Special allowance program to help successful candidate to develop professionalism by subsidy to professional qualifications e.g. AFP and CFP. Fast track of promotion would be granted to excellent candidate.
Responsibility:
Provide comprehensive financial planning suggestion, including risk management, insurance, investment and retirement plan.
Provide asset allocation and wealth succession planning for high net worth clients.
Provide employee benefits solutions to corporations.
Actively establish and expand personal networks
Candidate requirement:
Prefer candidate who passed IIQE paper 1, 2, 3, 4, 5
Proficiency in written English and Chinese
Self-motivated, possess the ability to take initiative.
Strong initiative skills, working both independently and as a part of a team.
Interested candidates please submit application to
Libertas agency, Authorized Representative of AIA by gifford.chen@aia.com.hk
attention to Mr. Gifford Chen
Further reference please refer to AIA premier academy website
https://www.aia.com.hk/en/about-aia/careers/aia-premier-academy.html
“All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Policy, which is available upon request. AIA reserves the right to modify the terms and conditions of package offered.”
“Successful candidates will enter into Career Representative Contracts with AIA.”
“’AIA’ refers to AIA International Limited (Incorporated in Bermuda with limited liability).”
Job Opportunity: Part-time Intern Personal Assistant
About Us: Team Libertas is a financial planning team in the largest independent listed pan-Asian Life insurance group, aims to bring financial abundance to business owners and Professionals.
About the role: Personally assist a certified financial planner in his daily communication, training and management work. Welcome university students who are still studying.
Responsibility:
To assist Social Media Promotion
To assist clerical work of financial planner
To facilitate internal team meetings
To assist coordination of seminars
To assist organisation of events
To assist preparation of Keynote presentations
To assist bookkeeping
To assist clients follow up and customer services (upon qualified IIQE 1&3)
Candidate requirement:
Prefer candidate who passed IIQE paper 1 & 3
Proficiency in Mac keynote, numbers and pages
Proficiency in written English and Chinese
Looking forward to punctual, responsible and task oriented person.
Self-motivated, possess the ability to take initiative.
Strong initiative skills, working both independently and as a part of a team.
Hourly rate: $80 per hour
Expected working hours: 12 - 16 hours per week
Performance Bonus up to $15,000
For those who are interested, please email your CV to teamgifford6@gmail.com
Attention to Mr. Gifford Chen
All information provided by applicants will be used strictly for recruitment purpose. Applicants who are not contacted within one month may consider their applications unsuccessful.
About Us: Team Libertas is a financial planning team in the largest independent listed pan-Asian Life insurance group, aims to bring financial abundance to business owners and Professionals.
About the role: Personally assist a certified financial planner in his daily communication, training and management work. Welcome university students who are still studying.
Responsibility:
To assist Social Media Promotion
To assist clerical work of financial planner
To facilitate internal team meetings
To assist coordination of seminars
To assist organisation of events
To assist preparation of Keynote presentations
To assist bookkeeping
To assist clients follow up and customer services (upon qualified IIQE 1&3)
Candidate requirement:
Prefer candidate who passed IIQE paper 1 & 3
Proficiency in Mac keynote, numbers and pages
Proficiency in written English and Chinese
Looking forward to punctual, responsible and task oriented person.
Self-motivated, possess the ability to take initiative.
Strong initiative skills, working both independently and as a part of a team.
Hourly rate: $80 per hour
Expected working hours: 12 - 16 hours per week
Performance Bonus up to $15,000
For those who are interested, please email your CV to teamgifford6@gmail.com
Attention to Mr. Gifford Chen
All information provided by applicants will be used strictly for recruitment purpose. Applicants who are not contacted within one month may consider their applications unsuccessful.