WEALTH MANAGEMENT MANAGER / SENIOR WEALTH MANAGEMENT MANAGER
BOC Group Life Assurance Company Limited
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2022-07-20
- Career Level:Entry Level
- Location:Tsim Sha Tsui
- Qualification:School Certificate
- Employment Type:Full Time, Part Time, Permanent, Contract, Interns
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Business Development&
- Benefits:Life insurance, Medical insurance, Performance bonus, Work from home, Five-day work week, Flexible working hours
Job Description
Job Scope
- Provide professional wealth management services, including life protection, wealth management; retirement planning and/or MPF solution (if any) to individual customers;
- Provide group life protection and retirement planning to corporate customers;
- Eager to explore potential markets;
- Require to comply with CPD requirements and/ or relevant wealth management courses to maintain the professionalism Job Requirement
- Higher diploma or above or other equivalent qualifications and/or with two-year working experience;
- Fresh graduate with a strong interest in the financial industry is also welcomed;
- With a sense of honesty and responsibility, a goal-oriented and entrepreneurial spirit;
- Good interpersonal and communication skills;
- Experience in the banking industry and fluent in Mandarin will be an advantage;
- With IIQE qualifications (Paper 1&3) will also be an advantage;
- Must get a pass on MPF Intermediary Examination before offering MPF services to customers.
- Monthly income up to HK$50,000*;
- Attractive commission* and bonus*;
- Exclusive honors and awards;
- Comprehensive training and support for licensing insurance qualifications;
- Overseas conferences exposure;
- Excellent career path from personal professional to management path;
- Medical and life protection.
- *Income is commensurate with business and work performance, and is not guaranteed.
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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