Wealth Management Team

The banking background of BOC Life wealth management team 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. 

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 highcalibre candidates to join our team.

Wealth Management Manager / Senior Wealth Management Manager / Division Manager.

Job Scope

⚫ Provide professional wealth management services, including life protection, wealth management; retirement planning and/or MPF solution (if any) to individual customer;

⚫ Provide group life protection and retirement planning to corporate customer;

⚫ Eager to explore potential market;

⚫ 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 experiences;

⚫ Fresh graduate with strong interested in financial industry is also welcomed;

⚫ With sense of honesty and responsibility, goal-oriented and entrepreneurial spirit;

⚫ Good interpersonal and communication skills;

⚫ Experience in 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 customer.

Remuneration and Benefit

⚫ Monthly income up to HK$50,000*;

⚫ Attractive commission* and bonus*;

⚫ Exclusive honors and award;

⚫ 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. 

Candidates with more experience will be considered as Senior Wealth Management Manager / Division Manager.

All personal data collected will only be used for recruitment purposes. Please visit BOC Life website www.boclife.com.hk for details of the “Personal Information Collection Statement”.