Wealth Planning Manager / Relationship Manager / Branch Manager
China Life Insurance (Overseas) Company Limited
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2018-12-18
- Career Level:Middle
- Location:Hung Hom
- Yr(s) of Exp:2 years
- Qualification:Degree
- Salary:HK$30,000 - 90,000 /month (negotiable)
- Employment Type:Full Time
- Others:Recent Graduate will be considered
- Job Function:Insurance Agent / Broker Sales - Sales Management
Job Description
JOB DESCRIPTIONS:
- 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
REQUIREMENTS:
- 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 Branch Manager
WE OFFER:
- 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 (“China Life (Overseas)”) with presence in Hong Kong, Macau, Singapore and Indonesia is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation.
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