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Financial Management Consultant
BOC Life

Financial Management Consultant - BOC Life

3

Hong Kong

28 April, 2020

Industry

Insurance

Monthly Salary

HKD 20,000 - 55,000

Career Level

Entry level

Years Experience

1.0

Employment Type

Full-time

Description

Job Descriptions: - Assess clients’ financial situations by conducting financial needs analysis - Analyze and provide total package of financial services planning - Provide comprehensive wealth management services to clients from Hong Kong and China market, including: Risk Management Retirement Planning Asset Allocation Estate Planning - Build up close business relationship with clients and review their financial portfolios - Build up and manage financial planning team Entry Requirements: University graduates with Bachelor or master’s degree in any discipline. Self-motivated with strong drive to succeed. Hardworking, detailed-oriented, independent and sophisticated at working under pressure. Good numerical skill and business sense. Strong interpersonal, communication and presentation skills. Proficient at written English, Chinese and excellent at Mandarin. Candidates with valid Hong Kong Identity Card is a MUST. Benefit: Monthly pay form 20K to 55K+ Work-life balance Promotion opportunities Performance bonus Provide profession training

About the Company

我們植根香港,於1998年啟業,一直「以人為本,以客為先」,糅合專業與關懷,成就無數客戶的理想。我們視顧客為終身夥伴,提供優質而專業的服務和壽險方案;我們講求效益,為股東創增價值;我們重視員工,務求成為員工心目中的首選僱主。我們是 ─ 中銀人壽

Reward Condition
1st Interview Completed
Referrer Reward
HKD 100
Candidate Reward
HKD 100
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