China Life Insurance (Overseas) Company Limited (“China Life (Overseas)”) is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation. For 16 consecutive years, China Life, the parent company, has joined the ranks of Fortune...

China Life Insurance (Overseas) Company Limited (“China Life (Overseas)”) is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation. For 16 consecutive years, China Life, the parent company, has joined the ranks of Fortune Global 500 companies, and ranked 42nd in 2018, with brand value exceeding RMB 325.3 billion*.

We are inviting high caliber candidates to join our professional team for meeting our rapid growth in Hong Kong and China.

* Source: ‘Top 500 Most Valuable Chinese Brands’ 2018 by World Brand Lab

Financial Planner

Job level Entry
Work exp No work experience
Education Bachelor Degree
Skill proactive, Hardworking
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Wanchai
Benefits 5-day week, Flexible working hours, Medical plan, Performance bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Risk Management
Insurance > Insurance Agent / Broker
Published On 19/03/2020
Tags
Salary (HKD) $11,000 - $30,000 / month

JOB DESCRIPTIONS:

  • To assess client's financial status by conducting financial analysis
  • To provide comprehensive financial strategies to clients including but not limited to
    • risk management
    • retirement planning
    • asset allocation
    • estate planning
  • To build up close relationship with clients and review their investment portfolios periodically
  • To assist in management work for developing a new team

 

REQUIREMENTS:

  • Degree holder in all discipline (Fresh graduates and IANG candidates are welcome)
  • Hong Kong identity card holder
  • Proactive, hardworking, result oriented and capable of working under pressure
  • Strong interpersonal, communication and problem solving skills
  • Excellent working attitude and willing to learn
  • Proficient in written and spoken English and Chinese, fluency in Mandarin is perferable
  • Familiar with MS Word, Excel, PowerPoint and Chinese word processing
  • Candidates with more experience will considered as Senior Business Manager

 

WE OFFER:

  • Monthly allowance up to HK$60,000 + attractive commission package + Year-end bonus
  • Overseas conventions and incentive trips
  • Group medical insurance and ORSO Retirement Scheme
  • Privileges in attending seminars and training to achieve professional qualifications (e.g. CFP, RFP, RFC)

 

Interested parties please send CV with date of availability by clicking "Apply Now".

Personal data will be used for recruitment purpose only.