Published 2 weeks ago

財富管理經理/ 高級財富管理經理 Wealth Management Manager / Senior Wealth Management Manager

BOC Group Life Assurance Company Limited (Terry Fong)

Job Description

公司簡介company overview

中銀集團人壽保險有限公司(「中銀人壽」),一直「以人為本,以客為先」,致力為客戶提供周全的人壽保險、財富管理、醫療危疾及退休保障服務,滿足客戶獨特的需要及理財目標。我們珍視人才,積極應對市場變化,提供多元化人才策略及專業培訓配套,以吸引不同市場之頂尖人才,持續提升財富管理團隊的專業性並提供理想的事業發展。我們是香港特有銀行背景的財富管理團隊,除人壽保險及財務策劃服務外,同時提供一站式銀行服務轉介,讓客戶掌握全面的理財優勢和便利。中銀人壽重視環境、社會及管治(ESG),致力實踐可持續發展,恪守誠信與專業;為客戶、團隊、持份者以至社會創造永續價值,實現共贏。

中銀人壽於香港保險業擔當領導角色,我們實力雄厚,榮獲國際評級機構標準普爾授予財政實力評級「A」級,並獲穆迪投資服務確認財務實力評級「A1」級。有關中銀人壽之更多資訊,詳情可瀏覽中銀人壽網頁www.boclife.com.hk。

BOC Group Life Assurance Company Limited (“BOC Life”)embraces “peoplecentricity and customer first”by providing our customers with comprehensive life insurance, wealth management, medical and critical illness protection and retirement planning servicesthat meet their uniqueneeds and personal financial goals.We value talents and proactively respond to market changes. We offereddiversifiedtalent acquisition strategiesand complementary measures in professional trainingaiming at attractingtop-notch talentsacross diverse marketsand 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 comprehensiveandhassle-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.

職位要求who are we looking for?

如果您想尋求事業突破,追求卓越

誠邀您加盟中銀人壽財富管理團隊

◆ 畢業於大專/ 高級文憑或以上,或同等內地及海外畢業之學歷;

◆ 擁有兩年以上之工作經驗;

◆ 誠實具責任心,認同團隊目標;

◆ 勇於接受挑戰,具備創業精神;

◆ 良好人際溝通技巧及表達能力。

工作範圍job description

◆ 提供專業財富管理方案予個人或企業客戶,包括並不限於人壽保險、財富管理、醫療危疾及/或退休保障服務;

◆ 積極拓展潛在市場,擴展人脈網絡;

◆ 熱心籌辦及參與公司及/或團隊所舉辦之活動。

待遇及福利compensation and benefits

◆ 每月津貼可高達港幣5萬元*;

◆ 優厚佣金及花紅*;

◆ 專屬榮譽及獎項*;

◆ 有機會獲邀出席海外業務會議*;

◆ 全面培訓及支援考取有關保險中介人牌照;

◆ 完善晉升階梯,可選擇「財富管理專業」或「團隊管理專業」發展;

◆ 人壽保障及醫療福利。

*受業績及工作表現等因素影響,並非保證和受條款及細則約束。

聯絡方法contact point

有意者請將履歷電郵至[Terry Fong] kl_fong@wm-boclife.com.hk或Whatsapp至92823655。

個人資料收集聲明Personal Information Collection Statement

當求職者將個人履歷發送至上述電郵地址即代表求職者確認已細閱並同意刊載於中銀人壽網頁的「中銀集團人壽保險有限公司專屬代理關於《個人資料(私隱)條例》的通知」(下稱「收集個人資料聲明」)。求職者確認及同意中銀人壽可按收集個人資料聲明內列出的用途使用及披露其個人資料。

Job Particulars

Job source
CPjobs
Job reference
Joo-4227453
Date published
20 Nov 2025
Job keywords
Insurance, Pension Funding (MPF), Sales, Business Development, Customer Service, Information Technology, Banking, Finance
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