Bank of China

Financial Planning Manager

Bank of China
Full Time
Junior (less than 3 years)

Job Description

Financial Planning Manager

Job Description

In parallel of the Group’s direction to expand its life insurance business, the Financial Planning Manager Team was set up in April 2009 to further excel life insurance penetration in the market.  We are, therefore, inviting talented individuals to be members of our energetic winning team.


  • Provide professional life insurance service to our bank customers by adopting the needs based analysis approach in alignment with customers’ different life stages
  • Report to the District Sales Manager and Branch Manager



  • University degree or equivalent, with qualifications in IIQE, HKSI & CFPCM preferred
  • At least 1-year experience in selling insurance in finance industry is a MUST  
  • Strong sales and service-oriented with outgoing personality and good communication skills
  • Target driven with excellent ethics to maintain business quality


Please apply in strict confidence with full career details, current and expected salary and contact details, quoting the Ref. code on the envelope and application letter to Bank of China (Hong Kong) Limited, Human Resources Services Centre, 21/F., BOC Centre, Olympian City, 11 Hoi Fai Road, West Kowloon, H.K. or by email:

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Professional Qualifications

  • HKSI - Any Paper

Technical Skills

  • Life Insurance
  • Sales