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Work benefits
Alternate Saturdays
Family-friendly Leave
PRC holidays
Special / extra leave
Bank holidays
14 days annual leave
Additional subsidies
Gratuity
Insurance plan
Medical plan
Job Description
- Provide professional financial consulting services, assist customers in personal or family financial planning.
- Based on customer needs, analyze their financial situation and propose suitable insurance product recommendations.
- Explain the characteristics of various insurance products and help customers understand the importance of risk management.
- Continuously monitor market dynamics and related regulatory changes to ensure the accuracy and compliance of the information provided.
- Have secondary school education or above.
- Have basic insurance and financial planning knowledge, those with relevant experience will be given priority.
- Have good communication skills and customer service awareness, and be able to independently develop and maintain customers.
- Have basic office software operation skills, and be able to handle financial analysis reports.
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to view full job descriptionLanguages
Cantonese
English
Mandarin
Skills
Customer Service Operations
Strategic Leadership
Corporate Strategy
Wyson S
Manulife (International) Limited · District Manager
Active within 3 days
Job Location
宏利廣場-Kowloon Bay, Kwun Tong
觀塘道348號
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Manulife (International) Limited
Manulife (International) Limited·Insurance
宏利扎根香港125年，一直深受客戶信賴。宏利香港於1897年開業，至今已發展成為本地主要金融服務機構之一，在保障及財富管理方面為香港及澳門約240萬位客戶提供多元化的產品和服務。我們致力為客戶提供全面的理財方案，助其輕鬆作出明智抉擇、實現精彩人生。
我們為個人及團體客戶提供一系列人壽與醫療保障產品、強積金、職業退休計劃、互惠基金及財富管理方案。
根據《Mercer強積金市場佔有率報告》，按管理資產及現金淨流入計算，宏利是全港最大強積金供應商1。此外，宏利也是全港最令客戶滿意及最受客戶推薦的保險品牌2。
我們明白客戶於不同人生階段各有不同的保障需要，因此透過多元化的產品和服務致力為客戶提供貼心保障，幫助他們規劃理想人生。
我們更透過與保險代理人、銀行夥伴——包括中信銀行(國際)有限公司、星展銀行(香港)有限公司及渣打銀行(香港)有限公司——以及保險經紀和獨立理財顧問所組成的龐大分銷網絡，提供滿足客戶及其家人需要的個人化理財方案。
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