Wealth Planning Specialist

Key responsibilities:

Merit professional empowerment and sales support: focus on the logic of large single development, high-end communication skills, cross-field wealth planning capabilities and other contents, and develop special coursewares and related marketing tools;

Promotion of high-value products and atmosphere building: excavate regional high-value products (Leveraged life)/large single cases, refine replicable methodology (such as customer screening, demand mining, scheme presentation), and form a diversified case base;

Construction of high-end customer service standardization process: by extracting performance cases and drawing lessons from industry experience, we will build a regional high-end customer service process system, covering the whole process of customer clue identification, demand diagnosis, scheme presentation, underwriting process and after-sales service, and clarify the service content and verification standards of each link

Salon speaker and scheme presentation synergy: independently plan and lecture on all kinds of wealth salons for high-end customers, thematic lectures; Work with sales staff to produce and present customized wealth planning proposals. Business driven project support for other teams/performance

Skills/competence/experience/education required

1. More than 5 years of experience in private banking, head insurance company high-end service or individual insurance performance promotion;

2. Be good at training and speaking, with excellent public speaking skills, on-site adaptability and the ability to quickly build interpersonal trust;

3. Have the internal driving force of learning and growth, and have the qualification of legal and tax professional certification is preferred

4. Good professional image, high professional quality, anti stress

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

In Office