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Financial Planning Manager

Manulife (International) Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2018-07-31
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Administration / Operation Manager  Customer Service - Supervisor/Officer  General Management  

Job Description

Are you type 'M'? If so, opportunity awaits you.

 

 

Type M is driven, passionate and smart

 

 

Kick start your career with a leading Canada-based financial services group

 

with principal operations in Asia, Canada and the United States. You can

 

gain access to invaluable experiences across multiple disciplines, like

 

banking, insurance and investments. And with ongoing development and

 

leadership experiences, you will be prepared to get even further ahead. If

 

you think you are Type M, we offer a strong, reliable, trustworthy and

 

forward-thinking company committed to helping you grow personally and

 

professionally. Opportunities await for your future.

 

 

 Financial Planning Manager/Financial Planning Officer

 

Over 5 years working experience preferably in insurance, banking,

finance, sales and marketing. Less experience candidate will be considered

as Sales Officer

 

University degree or with other professional designations is an advantage

Hong Kong Residents Only

 

Cantonese is a must

Join-in incentive will be given to experienced insurance managers /producers 

  

Role: 

 

*Manage team monthly production and productivity

 

*Evaluate and analyse  clients' needs in terms of risk and wealth management

 

*Provide financial planning advice for clients.

 

*Implement the financial plan chosen by clients.

 

*Regular review with clients and evaluate performance of the financial plan.

 

In order to attract and retain the best and brightest agents, Our company

 

invests in the development our people and rewards superior performance. We

 

provide an attractive package of salary and benefits:

 

 

*High commission and Monthly Bonus 

 

*Performance bonus 

 

*Retirement benefit

 

*Group life, health  dental benefit

 

*Generous Management Overrides, Oversea Trip Incentives 

 

*Professional training program(Pre-Job and On-Job training for promotion to            management level) Excellent Career Path

 

 

How to Apply: 

 

 

 

Please send us your CV by mail or contact our Recruitment Manager for 

 

an Interview 

 

 

 

Karl Kwok

 

Tel: 91034949

 

 

 

*Only shortlisted candidates will be notified, All Data collected is strictly confidential and will be used for recruitment purposes only.

 

 

 

 

 

 

 

 

 

Company Info

Since our operations started in Hong Kong in 1897, we have grown to become one of the top-tier providers of financial services in the region. We offer a diverse range of financial planning services to two million customers in Hong Kong and Macau, serving you via Manulife (International) Limited, Manulife Asset Management (Hong Kong) Limited and Manulife Provident Funds Trust Company Limited, which are all members of the Manulife group of companies.

We are proud of our footprint in Hong Kong for more than a century. This is an overview of what we have achieved today.

2 million customers. More than 1,500 employees, More than 7,000 agents ,Track record of 120 year
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