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Financial Manager

China Life Insurance (Overseas) Company Limited

  • Company Industries:Insurance / Pension Funding

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


中國人壽(海外)現時立足香港、澳門及新加坡三地,1984年在香港成立分公司,1989年設立澳門分公司,1995年成立中國人壽信託有限公司,而在2015年更成功將業務版圖拓展至東南亞地區,成立新加坡子公司。中國人壽(海外)2017年總保費收入超過700億港元,總資產逾 3,000 億港元2,業務涵蓋壽險、投資及信託三大範疇,為客戶提供專業優質的產品及服務。

中國人壽(海外)獲穆迪授予保險財務實力「A1」評級3 、標準普爾授予本地貨幣長遠保險公司財務實力評級及發債人信用評級「A4




1 資料來源:世界品牌實驗室主辦的2017「中國500最具價值品牌」排行


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