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Customer Relationship Officer (顧客關係主任)

Manulife (International) Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-10-19
  • Career Level:Entry Level
  • Location:Ngau Tau Kok
  • Qualification:School Certificate
  • Employment Type:Banking / Finance, Financial Services, Sales, CS &
  • Job Function:Banking / Finance  Financial Services  Sales  CS & Business Devpt  Customer Service - Su
  • Benefits:Double pay, Medical insurance, Performance bonus, Five-day work week, Flexible working hours

Job Description

入職要求:
- 香港居民或持有在港工作簽證人士
- 大學學士畢業或以上學歷,歡迎應屆畢業生及IANG畢業生
- 持有保險中介人資格考試IIQE 1,3,5,4合格者優先考慮
- 性格主動外向,熱愛學習
- 具銷售或推廣經驗優先考慮

工作職責:
- 為客戶分析及整合強積金戶口
- 為客戶分析財務狀況及作出建議
- 提供專業強積金及基金的諮詢和跟進服務
- 為企業強積金客戶提供服務

我們會為您提供:
- 每月$15K 另加獎金
- 投資及理財等在職免費專業培訓
- 客源支援/現有客戶跟進
- 公司現金津貼
- 業績表現獎金
- 每月獎金
- 特別年終獎金
- 明確晉升制度
- 醫療保障
- 免費海外業務會議

Requirements:
- Hong Kong citizens or work permit holder is a must
- University graduate in any discipline (preferably in finance discipline)
- Fresh graduate and IANG also will be considered
- Passed IIQE Paper 1,3,5,4 would be highly preferred
- Preferred personality: Outgoing and willing to learn and progress
- Previous experience in sales and marketing field is appreciated

Duties:
- Analysis Customer’s MPF portfolios
- Analysis Customer’s Financial Status and Advisory services
- MPF and Funds Advisory services
- Professional services to corporate accounts

Benefits:
- Attractive remuneration package (15K above with attractive bonuses)
- Professional trainings on investment and financial planning
- Client bases support
- Cash incentive
- Performance bonus
- Monthly bonus
- Year-end bonus
- Clear path to the management levels
- Group medical benefit
- Overseas conventions

Company Info

Since our operations started in Hong Kong in 1897, we have grown to become one of the top-tier providers of financial services in the region. We offer a diverse range of financial planning services to two million customers in Hong Kong and Macau, serving you via Manulife (International) Limited, Manulife Asset Management (Hong Kong) Limited and Manulife Provident Funds Trust Company Limited, which are all members of the Manulife group of companies.

We are proud of our footprint in Hong Kong for more than a century. This is an overview of what we have achieved today.

2 million customers. More than 1,500 employees, More than 7,000 agents ,Track record of 120 year
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