Wealth Management Manager

中銀人壽 BOC LIFE

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誠邀您加盟中銀人壽財富管理團隊

公司簡介 company overview

中銀集團人壽保險有限公司（「中銀人壽」） ，一直「以人為本，以客為先」，致力為客戶提供周全的人壽保險、財富管理、

醫療危疾及退休保障服務，滿足客戶獨特的需要及理財目標。我們珍視人才，積極應對市場變化，提供多元化人才策略及

專業培訓配套，以吸引不同市場之頂尖人才，持續提升財富管理團隊的專業性並提供理想的事業發展。我們是香港特有

銀行背景的財富管理團隊，除人壽保險及財務策劃服務外，同時提供一站式銀行服務轉介，讓客戶掌握全面的理財優勢

和便利。中銀人壽重視環境、社會及管治（ESG），致力實踐可持續發展，恪守誠信與專業；為客戶、團隊、持份者以至

社會創造永續價值，實現共贏。

中銀人壽於香港保險業擔當領導角色，我們實力雄厚，榮獲國際評級機構標準普爾授予財政實力評級「A」級，並獲穆迪

投資服務確認財務實力評級「A1」級。有關中銀人壽之更多資訊，詳情可瀏覽中銀人壽網頁 www.boclife.com.hk。

BOC Group Life Assurance Company Limited (“BOC Life”) embraces “people centricity and customer first” by

providing our customers with comprehensive life insurance, wealth management, medical and critical illness

protection and retirement planning services that meet their unique needs and personal financial goals. We value

talents and proactively respond to market changes. We offered diversified talent acquisition strategies and

complementary measures in professional training aiming at attracting top-notch talents across diverse markets

and for continuing professional development and ideal career development of our wealth management team.

The banking background of BOC Life Wealth Management Team is unique in Hong Kong. In addition to life

insurance and financial planning services, we offer one-stop referral banking services, enabling customers to

enjoy a comprehensive and hassle-free wealth management experience. It create sustainable value and achieve

win-win situation for all our stakeholders.

BOC Life is one of the leading insurers in Hong Kong. Our solid financial strength has been affirmed by

international rating agencies, including financial strength rating of "A" by Standard & Poor's and "A1" by Moody's

Investors Service. For more information, please visit www.boclife.com.hk .

畢業於大專 / 高級文憑或以上，或同等內地及海外畢業之學歷；

◆ 誠實具責任心，認同團隊目標；

◆ 敢於追夢，具創業精神；

◆ 良好人際溝通技巧及表達能力。

◆ Graduated from associate degree / higher diploma or above, or other equivalent mainland and overseas qualifications;

◆ With sense of honesty, responsibility and teamwork spirit;

◆ Dream big with entrepreneurial spirit;

◆ Good interpersonal and communication skills.

工作範圍 job description

◆ 提供專業財富管理方案予個人或企業客戶，包括並不限於人壽保險、財富管理、醫療危疾及/或退休保障服務；

◆ 積極拓展潛在市場，擴展人脈網絡；

◆ 熱心籌辦及參與公司及/或團隊所舉辦之活動。

◆ Provide professional wealth management solutions, including but not limited to life insurance, wealth management, medical

and critical illness protection and/or retirement planning services, to individual or corporate customer;

◆ Eager to explore potential market and extend connections;

◆ Be passionate to organize and engage in company and/ or district activities.

待遇及福利 compensation and benefits

◆ 每月津貼可高達港幣 5 萬元*；

◆ 優厚佣金及花紅*；

◆ 專屬榮譽及獎項*；

◆ 有機會獲邀出席海外業務會議*；

◆ 全面培訓及支援考取有關保險中介人牌照；

◆ 完善晉升階梯，可選擇「財富管理專業」或「團隊管理專業」發展；

◆ 人壽保障及醫療福利*。

*受業績及工作表現等因素影響，並非保證和受條款及細則約束。

◆ Monthly allowance up to HK$50,000*;

◆ Attractive commission and bonus*;

◆ Exclusive honors and award*;

◆ Opportunities for overseas conferences *;

◆ Comprehensive training and support for insurance intermediary license;

◆ Options of excellent career path of “wealth management” or “team management”;

◆ Life and medical protection.

*Depends on factors like production and work performance, is non-guaranteed and subject to terms and conditions.

聯絡方法 contact

有意者請將履歷電郵至 [Fred Poon] [email protected]。

Interested parties please email your resume to [Fred Poon] [email protected] .

個人資料收集聲明 Personal Information Collection Statement

當求職者將個人履歷發送至上述電郵地址即代表求職者確認已細閱並同意刊載於中銀人壽網頁的「中銀集團人壽保險有

限公司關於《個人資料(私隱)條例》的通知 (專屬代理版)」 （下稱「收集個人資料聲明」）。求職者確認及同意中銀人壽可

按收集個人資料聲明內列出的用途使用及披露其個人資料。

https://www.boclife.com.hk/tc/about-boc-life/career/wealth-management/notice-of-boc-group-life-assurance-company-limited-

to-tied-agents-concerning-the-personal-data-privacy-ordinance.html

When job seekers send resumes to the above email address, job seekers confirm that they have read and agreed the “Notice of

BOC Group Life Assurance Company Limited concerning the Personal Data (Privacy) Ordinance (Tied Agents Version)” (the

“Personal Information Collection Statement”) published on BOC Life’s website. Job seekers acknowledge and agree that BOC Life

may use and disclose their personal data for the purposes listed in the Personal Information Collection Statement.

https://www.boclife.com.hk/en/about-boc-life/career/wealth-management/notice-of-boc-group-life-assurance-company-

limited-to-tied-agents-concerning-the-personal-data-privacy-ordinance.html