Wealth Management Manager

洛菲理財顧問·Insurance

HK work permit required
No experience limit
Diploma of Secondary School
Working day negotiable, On-site
To be determined
Job Highlights
Monthly allowance up to HK$50,000, attractive commission and bonus
Comprehensive training for insurance intermediary license, excellent career path
14 days of paid annual leave, life and medical protection
Job benefits
Double Pay
Year-end bonus
Insurance plan
expand
Job Description
Grow Your Career With Us
BOC Life Your Life Partner
company overview
China Bank Group Life Insurance Co., Ltd. ("China Bank Life") has always "put people first, customers first" and is committed to providing comprehensive life insurance, wealth management, and
Medical emergency and retirement security services, meeting the unique needs and financial goals of our customers. We value talent, actively respond to market changes, and provide diversified talent strategies and

Bank-backed wealth management team, in addition to life insurance and financial planning services, also provides one-stop bank service referral, allowing customers to grasp a full range of financial advantages
and convenience. China Bank Life Insurance Co., Ltd. (CBLI) values environmental, social and governance (ESG), and is committed to practicing sustainable development, upholding integrity and professionalism; for customers, teams, stakeholders and
Society creates sustainable value and achieves win-win results.
China Bank Life Insurance 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 for our financial strength, and have been rated by Moody's
Investment services confirm financial strength rating "A1". For more information about BOC Life, 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 offer 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 .

Position requirements who are we looking for?
If you want to seek career breakthroughs and pursue excellence
We sincerely invite you to join the China Bank Life Insurance Wealth Management Team
Wealth Management Manager / Senior Wealth Management Manager
Wealth Management Manager / Senior Wealth Management Manager
◆ Graduated from a college/advanced diploma or above, or equivalent Chinese and overseas graduation qualifications;
◆ More than two years of work experience;


◆ Good interpersonal communication skills and expression ability.
◆ Graduated from associate degree / higher diploma or above, or other equivalent mainland and overseas qualifications;
◆ With two years or above of work experiences;
◆ With sense of honesty, responsibility and teamwork spirit;
◆ Dare to take challenge with entrepreneurial spirit;
◆ Good interpersonal and communication skills.
Job Description
◆ 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;


◆ Provide professional wealth management solutions, including but not limited to life insurance, wealth management;
medical and critical illness protection and/or retirement planning services to individual or corporate customer;
◆ Eager to explore potential market and extend connections;
◆ Be passionate to organize and engage in company and/ or district activities.

compensation and benefits
◆ Monthly allowance can reach up to HKD 50,000*;
◆ Generous commission and bonuses*;
◆ Exclusive honors and awards*;
◆ Have the opportunity to be invited to attend overseas business meetings*;
◆ Comprehensive training and support to obtain relevant insurance intermediary license;
◆ Improve promotion ladders, you can choose "Wealth Management Professional" or "Team Management Professional" development;
◆ Life insurance and medical benefits.

◆ Monthly allowance up to HK$50,000*;
◆ Attractive commission and bonus*;
◆ Exclusive honors and award*;
◆ Opportunities for overseas conferences*;
◆ Comprehensive training and support for insurance intermediary license;
◆ Options of excellent career path of "wealth management" or "team management";
◆ Life and medical protection.
*Depends on factors like production and work performance, is not guaranteed and subject to terms and conditions
Contact method contact point
Applicants should press the immediate contact button and contact us
Interested parties please contact us immediately

Personal Information Collection Statement
When a job seeker sends his or her resume to the above email address, it represents the job seeker's confirmation that he or she has read and agreed to be published on the "China Bank Group Life Insurance" page of the China Bank Life Insurance website,
Limited Company Exclusive Agent Notice on the "Personal Data (Privacy) Ordinance" (hereinafter referred to as the "Collection of Personal Data Statement"). Applicants confirm and agree that Bank of China Life Insurance may collect, use, disclose and retain their personal data in accordance with the Collection of Personal Data Statement.
Collect and use personal information for the purposes listed in the Personal Information Collection Statement and disclose it as necessary.
https://www.boclife.com.hk/en/about-boc-life/career/wealth-management/notice-of-boc-group-life-assurance-company-limited-
to-tied-agents-concerning-the-personal-data-privacy-ordinance.html
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.
https://www.boclife.com.hk/en/about-boc-life/career/wealth-management/notice-of-boc-group-life-assurance-company-
limited-to-tied-agents-concerning-the-personal-data-privacy-ordinance.html
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Customer Care
Client Handling
Customer Acquisition
Cantonese
English
Mandarin
Jerry Chan
Lofi Financial Advisory·理財管理總監
Active within 3 days
Company Overview
We are a bank and insurance business company, and our customers mainly come from our lectures and booth exhibitions, mainly helping customers with long-term financial planning and retirement planning, and policy financing
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