Wealth and Protection Consultant
The Manufacturers Life Insurance Company
Hong Kong, HK
5天前

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Role Summary

The candidate will provide customer centric financial planning solutions and services to Manulife’s customers with a focus on Mainland Chinese Visitor ( MCV ) customers.

The candidate will build on his / her unique PRC network and connections with High Net Worth MCV customers to further grow and find opportunities for Manulife’s MCV business.

The candidate will use his / her unique knowledge and experience from the PRC to help modify Manulife’s insurance products and services to better suit the needs of MCV customers.

Job incumbent will be employed by Manulife and work under the supervision of an Agency Director who will arrange secondment to an Agency District for on-the-job training.

Result Areas

  • Apply PRC local knowledge and experience to assist Manulife in tailoring its insurance products and services to the needs of High Net Worth MCV customers
  • Actively explore business leads for High Net Worth MCV customers within own PRC network and connections
  • Analyze and customize solutions to best fit the needs of MCV customers
  • Constant monitoring of MCV investment portfolios
  • Provide comprehensive insurance investment advice and services, s to High Net Worth MCV customers
  • Fully comply with internal policies and external regulations
  • Required Personal Qualities / Skills / Competencies

  • University Degree holder and other professional designations such as Insurance Intermediaries Qualifying Examination Paper 1, 3, 5
  • Proven unique network and connections with High Net Worth MCV individuals
  • Willing to understand and build rapport with distributors
  • Fluency or native capability in Cantonese and Mandarin, good proficiency in English
  • Satisfying the requirement of fitness and properness
  • Proven track record of experience and servicing in the private / individual investment field generation
  • Strong communication, interpersonal skills & High Net Worth MCV client relationship management
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