Financial Planner for Families

中國人壽海外保險·Financial Services

HK work visa available
No experience limit
No degree required
5 days per week, Hybrid
High commission with base salary
To be determined
Job Highlights
Flexible working hours, work autonomy
Discretionary bonus, year-end bonus, additional allowances
Job benefits
Year-end bonus
Additional subsidies
Job Description
Based on insurance as a basic tool, we can expand more business boundaries:

① Family financial planning (education. retirement)
② Diversified asset allocation (Hong Kong advantage)
③ Property asset activation (financing integration)
④ Succession trust arrangement (family wealth perpetuation)
Personal Banking
Asset Allocation
Financial Markets
Wealth Management Services
Mandarin
Cantonese
Alex Wen
China Life Overseas Insurance·分行經理/招募大使
Active within 3 days
Company Overview
China Life (Overseas) Insurance Company provides a variety of insurance products, including life insurance, trust, MPF, accident and health insurance, and annuity insurance, etc., aimed at providing comprehensive protection to customers. Hong Kong Life's overseas insurance services are available in many countries and regions around the world, including Mainland China, Hong Kong, Macau, Taiwan, Singapore, Japan, the United States, Canada, Australia, etc. The group has been continuously selected by Fortune for 22 consecutive years as one of the world's 500 largest companies, ranking 45th in 2025, and its brand value is 5,019.85 billion yuan. In 2016, China Life Insurance acquired Guangdong Development Bank, opening up a new era of coordinated development in the insurance, investment and banking sectors. Moody's rating A1 Standard & Poor's rating A
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