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New Tab Report Print
Post date: 12 Jun 2025
Job ref no.: 85279118059643
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財富策劃經理 Wealth Planning Manager

China Taiping Life Insurance
Job description
Company Overview
全力締造 千人傳奇
如果您希望建立自己的人生，創造傳奇，成就夢想，請即加入我們。
 

 工作職責:

  • 建立、拓展及管理專業的財富策劃團隊
  • 鼓勵及培育下線發展新團隊
  • 瞭解金融管理和市場分析
  • 為客戶提供專業的財務策劃服務，包括保險丶儲蓄及投資計畫
  • 管理現有的並持續積極開拓新的高質人際網路

 
待遇及福利：

  • 每月津貼可達港幣20,000 - 40,000元，另加傭金、管理獎金、年終花紅及續保花紅
  • 其他額外獎金和獎勵計劃
  • 各種支援營銷活動和客戶研討會
  • 合資格將獲邀出席海外業務會議
     

入職資格

  • 成熟、有領導才能、能帶領團隊拓展業務，推廣各類保險產品及理財服務
  • 主動、進取及積極態度完成銷售目標
  • 具人脈網絡、能建立高淨值客戶群
  • 大專或大學教育背景
  • 最少4年金融業或相關工作經驗（具保險經驗更佳）
  • 通過保險仲介人資格考試 (卷一及卷三)
  • 獲授權於香港工作（歡迎IANG準畢業生）

 
註：經驗較少者，將獲考慮為財富策劃顧問或財富策劃助理經理

 Job responsibilities:

  • Establish, expand and manage a professional wealth planning team
  • Encourage and foster the development of new teams off the assembly line
  • Understand financial management and market analysis
  • To provide clients with professional financial planning services, including insurance, savings and investment projects
  • Manage the existing clients and continue to actively explore new high-quality interpersonal networks

 
We will provide:

  • Average monthly income up to HK $ 30,000 - 40,000 (including monthly allowance, commission, management bonus, year-end bonuses and renewal bonuses, depending on individual performance)
  • Other additional bonuses and rewards programs
  • Various support marketing activities and customer seminars
  • Eligible to be invited to attend overseas business meetings

 
Qualifications

  • Mature, leadership, can lead the team to expand their business, promote various types of insurance products and financial services
  • Proactive, aggressive and positive attitude to complete the sales target
  • With network to establish a high net worth customer base
  • College or above
  • Minimum 4 years in the financial industry or related work experience (with insurance experience better)
  • Passed the Insurance Intermediaries Qualifying Examination (Paper 1 and 3)
  • Authorized to work in Hong Kong (IANG graduates are welcome)

 
Note: Those with less experience will be considered as wealth planning consultants or wealth planning assistant managers

More Information
Job ref no.:
85279118059643
Salary:
$40,000  per Month
Working Location:
Hong Kong Island- Causeway Bay
Education Level:
HKDSE or above
Year of Experience:
No work experience
Job Function:
Fresh Graduate- Fresh Graduate / Management Trainee
Management- Management
Others- Others
Insurance- Insurance,Others
Sales- Business Development,Sales Management,Sales Support
Marketing / Public Relations- Customer Relationship Management
Accounting / Auditing / Taxation- Financial Analyst,Others
Business Services / Consulting Services
Banking & Finance- Fund Management,Others
Industry:
Banking & Finance,Customer Service,Fresh Graduate,Insurance / Pension Funding,Others,Sales
Employment Term:
Full time,Internship,Freelance
Career Level:
Not Specified
Benefit:
 5-day work
 Additional Subsidies
 Flexible working hours
 Medical Allowance
 Performance Bonus
 Promotion
 Work from home
 Year-end Bonus
China Taiping Life Insurance

中國太平保險集團有限責任公司（簡稱「中國太平」）是管理總部設在香港的中管金融保險集團。中國太平人壽保險（香港）有限公司（簡稱「太平人壽(香港)」）是中國太平旗下的專業壽險公司之一，由中國太平旗下的中國太平保險控股有限公司（簡稱「中國太平控股」，股份代碼HK00966）全資設立，負責經營中國太平在香港的人壽及年金和永久健康壽險保險業務。公司於2015年12月22日正式開業。
 

China Taiping Insurance Group Ltd (abbreviated as “China Taiping”) is a Chinese state-owned financial and insurance group whose management headquarters is located in Hong Kong. China Taiping Life Insurance (Hong Kong) Company Limited (abbreviated as “TPLHK”) is a wholly-owned life insurance subsidiary of China Taiping Insurance Holdings Company Limited under the China Taiping (abbreviated as “China Taiping Holdings”, HK00966), which is responsible for life insurance business in Hong Kong. TPLHK started its business since 22 Dec 2015.

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財富策劃經理 Wealth Planning Manager China Taiping Life Insurance
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