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Education level
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Industry

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宏利人壽保險

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Community & Hackathon Operations

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Adapts innovative farming techniques for non-traditional urban settings

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Comprehensive investment services for high-net-worth customers

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月薪範圍:港幣$18,000 至 $27,000

結合辦公室作業與外出客户拜訪

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consultant

宏利人壽保險·Financial Services
HK $25K-40K/Month
Higher Diploma or Associate Degree
No experience limit
HK work permit required
9.0 hrs/day, Negotiable working days, Hybrid / WFH

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Work benefits
Discretionary bonus
Gratuity
Flexible working hours
Alternate Saturdays
Birthday leave
Examination leave
Insurance plan
Medical plan
Loan availability

Job DescriptionTranslate to English
Financial Consultant

Job Responsibilities:

  • Analyze the client's financial situation, risk tolerance, and long-term goals, and tailor a specific and feasible financial solution.
  • Continuously track investment portfolio performance, regularly review and adjust strategies, and ensure that customers' financial goals are steadily achieved.
  • Collaborate with banks, insurance companies, trusts and accounting firms as partners, integrate resources and provide cross-domain one-stop financial services.
  • Participate in customer education activities such as financial seminars, workshops and one-on-one consultations, and enhance customers’ financial literacy and decision-making abilities.

Requirements:

  • Have a bachelor's degree or above in finance, accounting, economics or related fields; those with CFM (Certified Financial Planner), CFA (Chartered Financial Analyst), AFP (Accredited Financial Planner) or securities/futures/insurance related licenses are especially preferred.
  • At least three years of financial planning, private banking, wealth management or investment consulting practical experience, familiar with local and cross-border financial products and regulatory environment.
  • Have excellent communication and expression skills and the ability to dig out customer needs, and be able to explain complex financial concepts in a clear and easy-to-understand way to customers with different backgrounds.
  • High degree of integrity and sense of responsibility, strict adherence to professional ethics and confidentiality guidelines, and emphasis on long-term customer relationship management rather than short-term sales orientation.
  • Have basic financial analysis skills, be familiar with Excel and mainstream financial planning software (such as MoneyGuidePro, eMoney, etc.), and have basic data interpretation and report production abilities.

Languages
Cantonese
English
Mandarin
Skills
Financial Modeling
Financial Markets
Consumer Banking

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Sunny Wong
Manulife Insurance · Manulife International Limited
Active within 3 days

Job Location

宏利廣場-Kowloon Bay, Kwun Tong

觀塘道348號2301

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Direction


Company Overview

Manulife Hong Kong is a company that provides financial planning, medical care, life insurance, and accident insurance plans and products. John Hancock Life Insurance (International) Limited, a Bermuda-registered limited liability company, is dedicated to providing insurance products and services. Manulife has strengthened its strategic partnership with the Chinese University of Hong Kong Hospital and incorporated histotripsy into its comprehensive "Medical Care Specialist Support Service", demonstrating its leading position in the medical insurance field. Manulife is committed to providing customers with a variety of insurance products, including medical care, life insurance, and accident insurance plans and products. Through its collaboration with the Chinese University of Hong Kong Hospital, Manulife continuously enhances its influence and service level in the medical insurance field and provides all-round insurance services to customers. Manulife Hong Kong is a company providing medical, life, and accident insurance plans and products. Manulife (International) Limited, as a Bermuda-incorporated limited liability company, is dedicated to offering insurance products and services. Manulife has strengthened its strategic partnership with the Chinese University of Hong Kong Hospital, incorporating Organ Fragmentation Technology (Histotripsy) into its comprehensive 'Medical Attendant Support Services', showcasing its leadership in the field of health insurance. Manulife is committed to providing clients with diverse insurance products including medical, life, and accident insurance plans and products. Through cooperation with the Chinese University of Hong Kong Hospital, Manulife continuously enhances its presence and service quality in the health insurance sector, offering clients all-rounded insurance services.


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