Wealth Management Manager – (Road to MDRT Program) - 4 Days work
BOC Group Life Assurance Company Limited
- Company Industries：Insurance/Pension Funding
Job Information
- Post Date：2020-04-04
- Career Level：Entry Level
- Location：Not Specified
- Qualification：Non-Degree Tertiary
- Salary：Salary provided
- Employment Type：Contract, Full Time, Part Time
- Job Function：Sales - Sales Management
Job Description
To be the life partner of our customers, PCCP team is committed to delivering excellent services to the customers with MISSION:
- Professional
- Creative
- Caring
- Passion
Road to Million Dollar Round Table ( MDRT )
Job Duties:
- Providing retirement, insurance, banking, and investment services to clients for both Corporate & Personal Clients;
- Work with different channel support staff to meet clients' needs;
- Maintain ongoing relationship with clients, regular review on clients' financial plannings;
Benefits:
- Monthly allowance $15,000 - $40,000 plus attractive Commission;
- Year-end incentive bonus and special incentive bonus;
- Overseas Incentive Trip;
- Excellent Career Path to management level with high transparency;
- Well-structured and Professional training programs : Pre-job and on-job training
- ;
- Leadership by a team of experienced mentors;
- CFP or FchFP examination support
Requirements :
> With Passion and Aim to Success
- Bachelor's Degree or above in any discipline;
- Fresh graduates or less working experience applicants are also welcome;
- HKDSE with at least 5 subjects pass including Maths & English/Chinese, 2 years working experience is an advantage.
- Hong Kong Permanent Resident or valid work permit in Hong Kong (including IANG and Dependent Visa);
- Self-motivated, be integrity, responsible and commitment to the team's objective;
- Fluent in Cantonese and English;
- Good command of Putonghua would be an advantage;
- Good interpersonal skill & keen on working with people
Application:
Please reply the post with full resume via this job ad. All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, with is available upon request. Our company reserves the right to modify the terms and conditions of package offered.
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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