Wealth Management Manager

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full time

1 week ago Be among the first 25 applicants

Direct message the job poster from BOC Group Life Assurance Company Limited

Joey Kam, AChFP, Medical Insurance Specialist

BOC Life rooted in Hong Kong with a strong background.

Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong") and Bank of China Group Insurance Company Limited ("BOC Group Insurance"), we are committed to provide customers with comprehensive wealth management, retirement planning, life and medical protection services.

Synergy Infinity on a Unique Comprehensive Wealth Management Platform

With the strong support from both the major shareholders BOC Hong Kong and BOC Group Insurance, enabling our Financial Consultants to provide life insurance and financial planning services, together with our one-stop referral for banking services i.e. Private Banking, Mortgage, Tax Loan, Credit Card and Personal Loan, etc. to our customers.

In addition to earning generous income, it also provides endless opportunities to achieve true financial planning and provides customers with solutions to meet their financial needs.

Professional Training. Road to Success.

Comprehensive professional training (including business and referral training), MDRT Training Program.

Our Customer Service Centres are located in the core districts, well equipped with several Conference Rooms, we provide our customers a variety of facilities and services i.e. luggage storage, mobile phone charging, transportation and travel information in a comfortable and high privacy environment, taking good care of customers' needs.

BOC Life is now expanding the Wealth Management Team, we sincerely invite outstanding talents to join our elite team:

WEALTH MANAGEMENT MANAGER / SENIOR WEALTH MANAGEMENT MANAGER

● Generous monthly allowance* Commission* Bonus* and opportunities to attend overseas conference*

● Comprehensive training and support to obtain professional qualifications in the Insurance Industry

● Good promotion opportunities, can choose the development ladder of "Business Management" or "Personal Sales"

Job Requirements:

● Provide professional wealth management services, including protection, financial planning / retirement planning insurance products or MPF (if applicable) to individual customers

● Provide solutions on group medical and retirement scheme to Corporate Customers

● Actively explore potential markets

● Participate in relevant financial planning courses supporting continuous career development

Entry Requirements

● Graduate from higher diploma or equivalent and have more than two years of work experience

● Fresh college graduates with strong interest in the financial industry are welcome

● Honest and responsible, identify with team goals, entrepreneurial spirit

● Good interpersonal communication skills and presentation skills

● Those who have banking experience, or have mainland customer connections and can speak fluent Mandarin will be given priority

● Pass IIQE Paper I and Paper III exams

● If providing MPF services, must pass the MPF Intermediary Qualification Examination

Remunerations and Benefits:

● Monthly allowance*

● Generous commission and bonus*

● All-round on-the-job professional training

● Excellent producers are invited to Overseas Conferences free of charge

● Good promotion opportunities - can choose the development ladder Business Management or Personal Sales

● Life Protection and Medical benefits

● Experienced candidates will be appointed as Senior Wealth Management Manager

*Income is commensurate with business and work performance, and is not guaranteed.

Interested parties please email your resume to All personal data collected will only be used for job recruitment purposes. For details of the "Personal Information Collection Statement" of BOC Life, please visit the BOC Life website

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales
  • Industries
  • Insurance
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