WEALTH MANAGEMENT MANAGER / DIVISION MANAGER
BOC Group Life Assurance Company Limited
- Company Industries：Insurance/Pension Funding
Job Information
- Post Date：2019-02-22
- Career Level：Entry Level
- Location：Tsim Sha Tsui
- Qualification：Non-Degree Tertiary
- Salary：Salary provided
- Employment Type：Freelance, Full Time, Internship, Part Time, Perma
- Others：Recent Graduate will be considered
- Job Function：Public Relations - Event Management Woven / Knit Sales - Sales Management
Job Description
「中銀人壽」扎根香港 實力雄厚
於1998年在香港展開壽險業務，主要股東中銀香港（控股）有限公司（「中銀香港」）和中銀集團保險有限公司 ，致力為客戶提供周全的財富管理，退休計劃，人壽保險和醫療保障服務。
一脈互動 無限可能 獨一無二的平台
在中銀香港和中銀集團保險的強大支持下，理財策劃顧問通過多元化金融服務轉介的優勢，除了獲得額外收入外，亦提供了無盡的機會，真·理財策劃為客戶提供方案滿足的理財需要。
- 高淨值客戶 保險服務：財富傳承
銀行服務轉介：私人銀行賬戶
- 大眾富裕客戶 保險服務：退休策劃，教育基金
銀行服務轉介按揭，税務貸款商業賬戶，保險融資
- 大眾客戶 保險服務：人壽/意外/疾病保障、強積金
銀行服務轉介：個人存款、信用卡、個人貸款
專業培訓 邁步成功
全面的專業培訓（當中包括銀行産品及業務培訓）
MDRT 培訓計劃 回報無限 踏上夢想之路
尊貴級客戶優越服務
VIP客戶服務中心設有多間獨立的會議室，讓客戶可以在舒適且高私隱度的環境， 提供多項設施及服務，商務會議室、行李寄存、手機充電、交通及旅遊資訊等，妥善照顧客戶需要
財富管理經理
職位要求：
l 中學畢業及兩年管理經驗
l 大學畢業生、碩士或博士生，本地、回港就業、IANG就業
l 對金融業有濃厚興趣
l 能書寫及操流利粵語，普通話或英文
l 成熟主動，自律性強，目標為本
l 誠實具責任心，認同團隊目標
l 良好人際溝通技巧及表達能力
l 具銀行經驗者優先考慮
待遇及福利 :
l 每月津貼，優厚佣金及花紅
l 人壽保障
l 海外會議及旅遊奬賞
l 良好晉升階梯
Company Info
BOC Life Rooted in Hong Kong with Solid Foundation
We are rooted in Hong Kong since we commenced our business in 1998. We embrace “people centricity and customer first” by integrating professionalism and care, fulfilling numerous aspirations of our customers. We see customers as life partners and we provide
them with quality and professional services and life insurance solutions.
Market Leader in Hong Kong’s RMB Insurance
As the pioneer in Hong Kong’s RMB insurance market, we are the market leading position for years. BOC Life would continue seizing the opportunities of the Greater Bay Area, to further expand its strategic partnership to develop retirement related business while
establishing the wellness ecosystem; so as to create a triple win for the business, the environment and the society at large.
Wealth Management Team
The banking background of BOC Life wealth management team (tied agency) is unique in Hong Kong. In addition to life insurance and financial planning services, they offer one-stop referral for banking services such as private banking, MPF, home mortgage, etc.
allowing customers to manage their personal finances with ease.
Synergy Infinity
BOC Life treasures our relationship with customers, and is dedicated to providing full suites of bespoke and thoughtful financial planning solutions to customers. As a bridge between BOC Life and its customers, we also treasure our relationship with all Financial
Consultants. Leveraging this platform, our Financial Consultants can demonstrate their strengths and steer their own career.
Professional Training
Road to Success Wealth management is a professional expertise. To develop and achieve in this profession, proactive and continuous learning is inevitable. Training and support from the company is also crucial. BOC Life has established a professional learning
and development team, providing practical and efficient learning activities for Financial Consultants.
BOC Life is currently expanding the Wealth Management Team and seeking high calibre candidates to join our team.
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