财富管理经理（Wealth Management Manager）

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中银人寿 您的终生伙伴 BOC Life Your Life Partner
公司简介 company overview
中银集团人寿保险有限公司（「中银人寿」），一直「以人为本，以客为先」，致力为客户提供周全的人寿保险、财富管理、
医疗危疾及退休保障服务，满足客户独特的需要及理财目标。我们珍视人才，积极应对市场变化，提供多元化人才策略及
专业培训配套，以吸引不同市场之顶尖人才，持续提升财富管理团队的专业性并提供理想的事业发展。我们是香港特有
银行背景的财富管理团队，除人寿保险及财务策划服务外，同时提供一站式银行服务转介，让客户掌握全面的理财优势
和便利。中银人寿重视环境、社会及管治（ESG），致力实践可持续发展，恪守诚信与专业；为客户、团队、持份者以至
社会创造永续价值，实现共赢。
中银人寿于香港保险业担当领导角色，我们实力雄厚，荣获国际评级机构标准普尔授予财政实力评级「A」级，并获穆迪
投资服务确认财务实力评级「A1」级。有关中银人寿之更多信息，详情可浏览中银人寿网页 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 topnotch 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 onestop referral banking services, enabling customers to
enjoy a comprehensive and hasslefree wealth management experience. It create sustainable value and achieve
winwin 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 .

职位要求 who are we looking for?
如果您是港漂，想要探索事业的无限可能
诚邀您加盟中银人寿财富管理团队
财富管理经理 Wealth Management Manager
◆ 持有合适的签证类别，包括非本地毕业生留港／回港就业安排(IANG)、高端人才通行证计划(高才通)、优秀人才入
境计划(优才)、高才通/优才持有人的受养人、单程证或已取得香港入境事务处发出的不反对通知书之学生签证；
◆ 持有大学本科或以上的学位，或同等内地及海外毕业之学历；
◆ 诚实具责任心，认同团队目标；
◆ 有拼搏追梦精神，及创业家思维；
◆ 良好人际沟通技巧及表达能力。
◆ Applicant with valid visa types, including IANG, TTPS, QMAS, Dependent of TTPS/ QMAS, One-way Permit or Student Visa
with “No Objection Letter” issued by Hong Kong Immigration Department;
◆ Bachelor degree holder 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.
工作范围 job description
◆ 提供专业财富管理方案予个人或企业客户，包括并不限于人寿保险、财富管理、医疗危疾及/或退休保障服务；
◆ 积极拓展潜在市场，扩展人脉网络；
◆ 热心筹办及参与公司及/或团队所举办之活动。
◆ Provide professional wealth management solutions, including but not limited to life insurance, wealth management;
medical and critical illness protection and/or retirement planning 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 benefits & welfare
◆ 可参与专属的「港漂精英人才计划」，尽享优质资源；
◆ 每月津贴可高达港币 10 万元* (只适合于指定计划)；
◆ 优厚佣金及花红*；
◆ 专属荣誉及奖项*；
◆ 有机会获邀出席海外业务会议*；
◆ 全面培训及支持考取有关保险中介人牌照；
◆ 完善晋升阶梯，可选择「财富管理专业」或「团队管理专业」发展；
◆ 人寿保障及医疗福利*。
*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。
◆ Enjoy an array of exclusive supports from “BOC Life GPT Program”;
◆ Monthly allowance up to HK$100,000* (applicable to designated plans only);
◆ Attractive commission and bonus*;
◆ Exclusive honors and award*;
◆ Opportunities for overseas conferences *;
◆ Comprehensive training and support for insurance intermediary license;
◆ Options for excellent career path of “wealth management” or “team management”;
◆ Life and medical protection.
*Depends on factors like production work performance, is not guaranteed and subject to terms and conditions
个人资料收集声明 Personal Information Collection Statement
当求职者将个人履历发送至上述电邮地址即代表求职者确认已细阅并同意刊载于中银人寿网页的「中银集团人寿保险有
限公司关于《个人资料(私隐)条例》的通知 (专属代理版)」（下称「收集个人资料声明」）。求职者确认及同意中银人寿可
按收集个人资料声明内列出的用途使用及披露其个人资料。
https://www.boclife.com.hk/sc/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