Wealth Management Manager
Life Planner · Chow Tai Fook Life Insurance Company Limited
CTF LifeAbout the company
Chow Tai Fook Life Insurance Company Limited (“CTF Life”) is proud of its rich, 40-year legacy in Hong Kong. CTF Life is a wholly-owned subsidiary of CTF Services Limited (“CTFS”) (Hong Kong Stock Code: 659) and one of the most well-established life insurance companies in Hong Kong. As a member of Chow Tai Fook Enterprises Limited, CTF Life consistently strengthens its collaboration with the Chow Tai Fook Group ecosystem to support customers and their loved ones in navigating life’s journey with personalised planning solutions, lifelong protection and diverse lifestyle experiences. By leveraging the Group’s robust financial strength and strategic investments across the globe, CTF Life aspires to become a leading insurance company in Asia while continuously creating value beyond insurance.
Life Planner
In this day and age, working as a Life Planner can make a world of difference to yourself and the people around you. You can also approach your work with a flexible mindset and make decisions that best fit your own life goals and help you achieve a work-life balance.
We are now recruiting for: Wealth Management Manager (財富策劃經理)
Roles & Responsibilities
- 緊扣集團生態圈的雄厚資源，為客戶規劃全面的財富管理方案紧扣集团生态圈的雄厚资源，为客户规划全面的财富管理方案Understand the needs of clients and provide comprehensive wealth management solutions by leveraging the Chow Tai Fook Group ecosystem
- 與客戶建立持久的關係与客户建立持久的关系Maintain long-lasting relationships with clients
- 提供專業售後服務提供专业售后服务Provide professional after-sales service
- 組建及管理專業的理財策劃團隊组建及管理专业的理财策划团队Build and manage a professional financial planning team
Job Requirements
- 持有大專或以上學歷持有大专或以上学历Tertiary education or above
- 能獨立工作、對工作有熱誠及具團隊精神能独立工作、对工作有热诚及具团队精神Able to work independently, with enthusiasm and team spirit
- 性格外向、具良好的溝通及應對能力性格外向、具良好的沟通及应对能力Outgoing personality, good communication and problem-solving skills
- 能操流利廣東話，懂普通話或英語更佳能操流利广东话，懂普通话或英语更佳Fluent in Cantonese, Putonghua and English will be a plus
- 至少一年工作經驗（歡迎應屆畢業生申請）至少一年工作经验（欢迎应届毕业生申请）At least one year working experience (fresh graduates are also eligible to apply)
- 具有金融行業相關經驗優先具有金融行业相关经验优先Relevant experience in financial industry is preferred
Competitive remuneration and reward system (subject to performance requirements)
- 多元化專業在職培訓多元化专业在职培训Comprehensive professional on-the-job training
- 業績獎勵及福利（每月津貼可高達 HK$50,000、月度和年終獎金）业绩奖励及福利（每月津贴可高达 HK$50,000、月度和年终奖金）Attractive performance incentives and benefits (monthly allowance up to HK$50,000, together with monthly and year-end bonuses)
- 清晰及快捷的晉升階梯清晰及快捷的晋升阶梯A clear and fast-track career path
- 豐厚佣金制度，收入無上限丰厚佣金制度，收入无上限Attractive commission pay and unlimited income
- 業界認可專業獎項业界认可专业奖项Industry-recognised professional awards
- 表現出色者可獲邀免費出席海外業務會議及/或旅行表现出色者可获邀免费出席海外业务会议及/或旅行Free overseas conferences & trips
Application and contact
Interested parties, please send your resume to yipming.lee@ctflifeagents.com.hk.
For more information, please contact us at +852 6728 8378.
Personal data provided by applicants will only be used for recruitment purposes and will be retained for a period of two years for consideration by CTF Life. All data will be destroyed upon expiry of the retention period.
Chow Tai Fook Life Insurance Company Limited
(Incorporated in Bermuda with limited liability)
Settle Up licensed Hong Kong employment agency｜Employment Agency Licence No. 82734