Wealth Management Manager
BOC Life

Wealth Management Manager - BOC Life


Hong Kong

23 June, 2020



Monthly Salary

HKD 15,000 - 60,000

Career Level

Entry level

Years Experience


Employment Type



Core Responsibilities Professional Financial Services Provision to Clients, including Wealth Management & Portfolio Advices, Investment Planning, Retirement Planning, Risk Management Planning, etc. Develop China market, provide offshore wealth management services for Putonghua speaking clients Clients base provided Monitor the client financial status and propose tailor-made solution to satisfy client needs Learn Recruiting & Managing Team Recruit HIGH Potential financial planners & build your OWN Professional TEAM Our offer: Basic allowance15K-20K, commissions and bonus schemes Medical and Life Insurance, Overseas Travel Rewards, MPF and ORSO etc Comprehensive and Professional Training Programs Transparent and prosperous career path Subsidy to Professional certification. Eg, CFPcm

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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