Wealth Management Manager
Posted within 3 months

No experience limit

Bachelor

8.5 hrs/day, 5 days/wk
HK $35K-50K/Month
Job benefits
Discretionary bonus
Flexible working hours
Bank holidays
Work from home
Job Description
<ul><li></li><li></li><li></li><li></li><li></li><li>Excellent interpersonal communication skills and expression ability.</li></ul><ul><li>Applicant with valid visa types, including IANG, TTPS, QMAS, Dependent of TTPS/ QMAS, One-way Permit or Student Visa</li><li>with "No Objection Letter" issued by Hong Kong Immigration Department;</li><li>Bachelor degree holder or above, or other equivalent mainland and overseas qualifications;</li><li>With sense of honesty, responsibility and teamwork spirit;</li><li>Dream big with entrepreneurial spirit;</li><li>Good interpersonal and communication skills.</li></ul><p><strong>Job Description</strong></p><ul><li>Provide professional wealth management solutions to individual or corporate customers, including but not limited to life insurance, wealth management, medical emergencies and/or retirement protection services;</li><li>Actively expand potential markets and expand your social network;</li><li></li></ul><p></p><ul><li>Provide professional wealth management solutions, including but not limited to life insurance, wealth management;</li><li>medical and critical illness protection and/or retirement planning to individual or corporate customer;</li><li>Eager to explore potential market and extend connections;</li><li>Be passionate to organize and engage in company and/ or district activities.</li></ul><p></p><p><strong>compensation and benefits</strong></p><p></p><p></p><p>◆ Monthly allowance can reach up to HKD 10 million* (only suitable for designated plans);</p><p>◆Generous commission and bonuses*;</p><p>◆Exclusive honors and awards*;</p><p>◆ Have the opportunity to be invited to attend overseas business meetings*;</p><p>◆ Comprehensive training and support for obtaining relevant insurance intermediary licenses;</p><p>◆Improve the promotion ladder, you can choose to develop "Wealth Management Professional" or "Team Management Professional";</p><p>◆Life insurance and medical benefits.</p><p></p><p>*Subject to performance and job performance factors, not guaranteed and subject to terms and conditions.</p><p></p><p>◆Enjoy an array of exclusive supports from "BOC Life GPT Program";</p><p>◆Monthly allowance up to HK$100,000* (applicable to designated plans only);</p><p>◆Attractive commission and bonus*;</p><p>◆Exclusive honors and award*;</p><p>◆Opportunities for overseas conferences *;</p><p>◆Comprehensive training and support for insurance intermediary license;</p><p>◆Options for excellent career path of "wealth management" or "team management";</p><p>◆Life and medical protection.</p><p></p><p>*Depends on factors like production work performance, is not guaranteed and subject to terms and conditions</p><p></p><p></p><p><strong>Contact method contact</strong></p><p></p><p>Applicants should email their resume to helen_dp_yu@wm-boclife.com.hk</p><p>Interested parties please email your resume to helen_dp_yu@wm-boclife.com.hk</p><p></p><p></p><p><strong>Personal Information Collection Statement</strong></p><p></p><p>When a job applicant sends their personal resume to the above email address, it represents the applicant's confirmation that they have read and agreed to the "Notice to Exclusive Agents of China Bank Life Insurance Co., Ltd. on the Personal Data (Privacy) Ordinance" (hereinafter referred to as the "Collection of Personal Data Statement") published on China Bank Life Insurance's website. The applicant confirms and agrees that China Bank Life Insurance may use and disclose their personal data for the purposes set out in the Collection of Personal Data Statement.</p><p></p><p></p><p>When job seekers send resumes to the above email address, job seekers confirm that they have read and agreed the "Notice of BOC Group Life Assurance Company Limited to Tied Agents concerning the Personal Data (Privacy) Ordinance" (the "Personal Information Collection Statement") published on BOC Life’s website. Job seekers acknowledge and agree that BOC Life may use and disclose their personal data for the purposes listed in the Personal Information Collection Statement.</p><p></p>
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Investment / Asset Management Manager
Wealth Management
Financial Planning
Cantonese
English
Mandarin
YU DanPing Helen
Bank of China Group Life Insurance Limited·Senior Wealth Management Manager
Active within 3 days
Company Overview


Your lifelong partner BOC Life Your Life Partner
Company Overview
Boc Life Insurance Co., Ltd. plays a leading role in the Hong Kong insurance industry. We are well capitalized and have been rated "A" by the international rating agency Standard & Poor's and "A1" by Moody's Investors Service. For more information about Boc Life Insurance Co., Ltd., please visit our website at www.boclife.com.hk.
BOC Group Life Assurance Company Limited ("BOC Life") embraces "people centricity and customer first" by providing our customers with comprehensive life insurance, wealth management, medical and critical illness protection and retirement planning services that meet their unique needs and personal financial goals. We value talents and proactively respond to market changes. We offered diversified talent acquisition strategies and complementary measures in professional training aiming at attracting top-notch talents across diverse markets and for continuing professional development and ideal career development of our 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, we off er one-stop referral banking services, enabling customers to enjoy a comprehensive and hassle-free wealth management experience. It create sustainable value and achieve win-win situation for all our stakeholders.
BOC Life is one of the leading insurers in Hong Kong. Our solid financial strength has been affirmed by international rating agencies, including financial strength rating of "A" by Standard & Poor's and "A1" by Moody's Investors Service. For more information, please visit www.boclife.com.hk.
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