SEEK Asia Style Guide

IANG Wealth Management Manager – 財富管理經理 (MDRT 培訓計劃)BOC Group Life Assurance Company Limited
IANG Wealth Management Manager – 財富管理經理 (MDRT 培訓計劃)BOC Group Life Assurance Company Limited

Job Highlights

  • Bachelor's degree, Wealth management, IANG
  • Fresh graduates IANG, high network client service
  • Self-motivated, responsible,MDRT, high income,Team

Job Description

To be the life partner of our customers, PCCP team is committed to delivering superior services to the customers with FOUR missions:

  • Professional
  • Creative 
  • Caring
  • Passion

 

Job Duties:

  • Providing retirement, insurance, banking, and investment services to clients for both Corporate & Personal Clients;
  • Work with different channel support staff to meet clients' needs;
  • Maintain ongoing relationship with clients, regular review on clients' financial plannings;

 

Benefits:

  • Monthly allowance $15,000 - $50,000 plus attractive commission;
  • Year-end incentive bonus and special incentive bonus;
  • Overseas Incentive Trip;
  • Excellent Career Path to management level with high transparency;
  • Well-structured and professional training programs: pre-job and on-job training road to Million Dollar Round Table (MDRT);
  • Leadership by a team of experienced mentors;
  • CFP or AFP examination resources and support;

 

Requirements :

     > With Passion and Aim to Success

  • Bachelor's degree or above in any discipline;
  • Fresh graduates or less working experience applicants are also welcome;
  • Hong Kong Permanent resident or valid work permit in Hong Kong (including IANG and dependent visa);
  • Self-motivated, be integrity, responsible and commitment to the team's objective;
  • Fluent in Cantonese and English;
  • Good command of Mandarin would be an advantage;

 

Application:

Please reply the post with full resume via this job ad. All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, with is available upon request. Our company reserves the right to modify the terms and conditions of package offered.

Additional Information

Career Level
Entry Level
Qualification
Degree
Years of Experience
Not Specified
Employment Type
Contract

Company Overview

「中銀人壽」紮根香港實力雄厚  

1998 年在香港展開壽險業務,主要股東中銀香港(控股)有限公司(「中銀香港」)和中銀集團保險有限公司 ,致力為客戶提供周全的財富管理,退休計劃,人壽保險和醫療保障服務。

 

一脈互動無限可能,獨一無二的平台  

在中銀香港和中銀集團保險的強大支持下,理財策劃顧問通過多元化金融服務轉介的優勢,除了獲得額外收入外,亦提供了無盡的機會,· 理財策劃為客戶提供方案滿足的理財需要。

 

- 高淨值客戶     保險服務:財富傳承                   

                      銀行服務轉介:私人銀行賬戶                   

                               

- 大眾極度感興趣客戶    保險服務:退休策劃,教育基金                        

                                   銀行服務轉介按揭,稅務貸款商業賬戶,保險融資       

               

- 大眾客戶       保險服務:人壽 / 意外 / 疾病保障,強積金                 

                     銀行服務轉介:個人存款,信用卡,個人貸款

 

培訓專業邁步成功  

全面的專業培訓(當中包括銀行產品及業務培訓)

 

MDRT培訓計劃 回報無限踏上夢想之路 

 

尊貴級客戶優越服務

VIP 客戶服務中心設有多間獨立的會議室,讓客戶可以在舒適且高私隱度的環境 提供多項設施及服務,商務會議室,行李寄存,手機充電,交通及旅遊資訊等,妥善照顧客戶需要

Additional Company Information

Benefits & Others
Flexible working hours, Life insurance, Medical insurance, Performance bonus, Travel allowance, Work from home