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Financial Manager

Job Information

  • Post Date:2018-07-11
  • Career Level:Middle
  • Location:Not Specified
  • Salary:HK$20,000 - 55,000 /month (negotiable)
  • Employment Type:Full Time
  • Job Function:Insurance Agent / Broker  Sales - Sales Management  

Job Description


  • To assess client's financial status by conducting financial analysis
  • To provide comprehensive financial strategies to clients including but not limited to
    • risk management
    • retirement planning
    • asset allocation
    • estate planning
  • To build up close relationship with clients and review their investment portfolios periodically
  • To assist in management work for developing a new team



  • Degree holder in all discipline (Fresh graduates and IANG candidates are welcome)
  • Hong Kong identity card holder
  • Proactive, hardworking, result oriented and capable of working under pressure
  • Strong interpersonal, communication and problem-solving skills
  • Excellent working attitude and willing to learn
  • Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable
  • Familiar with MS Word, Excel, PowerPoint and Chinese word processing
  • Candidates with more banking experience will be considered as Relationship Manager



  • Monthly allowance + attractive commission package + year-end bonus
  • Overseas conventions and incentive trips
  • Group medical insurance
  • Privileges in attending seminars and training to achieve professional qualifications (e.g. CFP, RFP, RFC)

Company Info

China Life Insurance (Overseas) Company Limited is a wholly-owned subsidiary of China Life Insurance (Group) Company, the largest financial insurance corporation in China. For 15 consecutive years, the parent company has been a Fortune Global 500 company, and ranked 51 in 2017, with brand value exceeding RMB 287.1 billion*.

We are inviting high caliber candidates to join our professional team for meeting our rapid growth in Hong Kong and China.


* Source: "Top 500 Most Valuable Chinese Brands" 2017 by World Brand Lab


“China Life Insurance (Overseas) Company Limited (incorporated in the People’s Republic of China with limited liability”

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