「真生活 真夥伴」是友邦保險的品牌定位。友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

「真生活 真夥伴」是友邦保險的品牌定位。

友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

 

 

財富管理經理( University Graduates preferred ) [ wealth management solution - individual | corporate ]

Job level Middle
Work exp Less than 1 year To 15 Years or above
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Tsimshatsui
Benefits Insurance plan, Medical plan, MPF, Performance bonus, Staff loan, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 07/12/2019
Tags

Your new role

 

專業地為個人及家庭客戶提供可行的資產配置 ( 財富管理及增值 ) 方案,有機會涉足的領域包括:
Professionally provide asset allocation ( wealth management and value-added ) solutions for individuals and families which included:

- 資產及風險管理 ( wealth and risk management )
- 個人及家庭客戶之財務分析策劃 ( financial analysis and planning of individuals and families )
- 個人基金投資及企業融資 ( personal fund investment and corporate finance )
- 強積金退休計劃及遺產傳承規劃 ( MPF retirement scheme and heritage planning )
- 個人及企業團體醫療保險 ( personal and corporate group medical insurance )

開拓新客戶及業務,並維護已有的客戶資源
Develop new business opportunities and clients, and maintain existing client relationship

協助團隊開拓企業客戶業務,團體醫療、強積金退休保障、企業融資
Assist the team to develp corporate clients business opportunity, by group medical, MPF retirement protection, corporate financing, etc.

與核保、理賠、客戶服務部門緊密地溝通
Communication closely with underwriting department, claims department and customer service department

將來需要建立及管理一支 ( 或多於一支 ) 優秀的財富管理團隊
Develop and manage an ( or more than one team ) outstanding wealth management team in coming future

------------------------------

What you will need to succeed

 

大學畢業或以上學歷
Graduates of bachelor degree or above

香港永久居民身分證 / 單程證或受養人簽證 / 投資移民簽證 的持有人而不需要申請工作簽證
Holders of permanent HKID card / dependent visa / CIES visa who not required to apply for a work visa

持有 IANG 簽證的非本地留港大學畢業生亦可申請
Holders of IANG visa are welcomed to apply

流利廣東話 / 國語,能讀寫中文,能夠在工作上使用 iPad
Fluent in speaking Cantonese / Mandarin, able to read and write Chinese, and familiar to use iPad on work

良好溝通技巧及表達能力
Good communication and presentation skill

------------------------------

What you will get in return

 

清晰的職業理想,讓您在頂級團隊中取得成功
Clear career aspiration, make you drive the succeed with a top team

會提供有關產品及銷售技巧的獨特指導和培訓,以促進您的業務
Unique coaching and training on the products and selling techniques will be provided in order to boost your businesses

新入職可享每月業務津貼 HKD 15,000 – HKD 50,000 ( 會根據過往工作經驗決定 )
For new joiners, monthly business allowance HKD 15,000 - HKD 50,000 ( It will be judged which based on previous work experience )

具有競爭力的收入計劃 ( 新入職的第一年已有機會全年收入達到 HKD 500,000 或以上 ),包括表現獎金,無上限的佣金架構和持續的職業發展,以及獲贊助的海外會議和旅行獎勵
Competitive income package ( annual income opportunity to reach HKD 500,000 for the 1st year of the new joiners ) including a performance-based incentive, uncapped commission structure and continuous career development, and also sponsored overseas conventions and travel reward

全面的培訓課程:財富管理及法商知識、保險業運作、投資相關、高端客戶思維、市場銷售概念、產品知識等等
Wide-range training classes which included wealth management and business knowledge, operation of insurance industry, investment related, mindset of HNW clients, concept of sales and marketing, product knowledge, etc.

有機會開發中國市場並擴展您的客戶網絡,特設針對中國市場的產品培訓並以普通話授課
Opportunity to develop PRC market and extend your client network, special product training which focus to PRC market will be provided and taught in Mandarin

安排考取入職牌照考試 ( IIQE 卷一、卷三、卷五 ) 及提供相關模擬試題及過往考卷等溫習支援
Assist in license examination ( IIQE paper 1, paper 3 and paper 5 ), e-mock examination and past papers will be provide for your revision support

設置可到達的個人及團隊目標,公平明確的晉升機會
With achievable of both individual and team targets, fair and clear career promotion opportunities

協助您成為獲國際公認的 ( MDRT ) 百萬圓桌會會員
Assist you in becoming an internationally recognized Million-Dollar-Round-Table ( MDRT ) member

 

If you are interested in this role, please forward an up-to-date resume by " 立即申請 ". We will contact the right candidates within 5 working days for arranging a confidential interview. The personal data collected is strictly confidential and will only be used for recruitment purposes and will not be forwarded to unauthorized third parties.