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財富管理經理/高級財富管理經理

BOC Group Life Assurance Company Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2020-03-27
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:2 years
  • Qualification:Matriculated
  • Salary:Base salary + high commissio
  • Employment Type:Full Time, Permanent
  • Job Function:Account Servicing

Job Description

中銀人壽現正拓展財富管理團隊,現誠邀優秀人才加盟我們的精英團隊:

  • 優厚每月津貼、佣金、花紅、及出席海外業務會議
  • 全面培訓及支援考取專業資格
  • 良好晉升階梯,可發展成「團隊專業」或「個人專業」

 

工作範圍

·提供專業財富管理服務,當中包括保障、理財/退休策劃產品或強積金予個人顧客

·提供團體保障及退休方案予公司顧客

·積極拓展潛在市場

·參與相關理財課程以持續事業

 

入職要求

·高級文憑畢業或同等學歷及擁有兩年以上工作經驗;

·歡迎對金融業有濃厚興趣之應屆大專畢業生

·誠實具責任心,認同團隊目標,具創業精神

·良好人際溝通技巧及表達能力

·具銀行工作經驗, 擁有內地顧客關係及能操流利普通話者可獲優先考慮

·通過 IIQE 卷一及卷三考試

·如提供強積金服務,須通過強積金中介人資格檢定考試

 

待遇及福利

·每月津貼

·優厚佣金及花紅

·全面培訓及支援考取專業資格

·表現出色者將獲邀免費出席海外業務會議

·良好晉升階梯,可發展成「團隊專業」或「個人專業」

·人壽保障、醫療福利

·具相關經驗者將被委任為高級財富管理經理

 

有意者請經以下的"Apply Now"遞交履歷。經甄選的申請者將被邀面試。

 

重要資料:所有已收集之個人資料只會用於職位招聘用途,有關中銀人壽「個人資料收集聲明」詳情,可瀏覽中銀人壽網頁 www.boclife.com.hk

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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