Job Description

岗位基本描述 :

1. 中宏银保十年来坚定以高净值客户咨询树立差异化服务品牌，形成多领域专家团队和成熟业务逻辑。在获得持续高业绩增长的强劲势头下，前瞻超高净值客户日益提升的财富管理需求、为发掘保险服务在其中的潜在价值、谋求与多年合作的银行渠道共同服务好进阶的超高净值客户，特组建中宏银保超高净值客户价值共振中心。

2. 此岗位与银保培训部高净值专家团队协作，主要负责区域内重点机构超高净值业务咨询面谈、课程研发、培训与沙龙主讲，汇报给UHNW总部负责人。

岗位职责:

1. 根据总部下达的超高净值发展计划，在分管区域的核心渠道中，对服务超高净值客户的理财经理培养其技能发展、客户财务风险分析、面谈方案与经营，并推动超大额保单数量达标；

2. 以区域为经营核心，与总部高净值法律、税务专家合作开展线上线下客户咨询，全国相关工作支持；

3. 策划实施超高净值项目培训和客户沙龙活动开展、超高净值客户财富管理品牌主题沙龙主讲；

4. 负责区域UHNW市场情况分析等相关工作，并针对区域市场特点进行课程开发；

5. 从业务推动角度，协助渠道及区域机构进行超大额保单跟进，提升承保率；

6. 协助UHNW总部负责人开展各项工作。

知识/技能/能力/学历:

1. 能力应用场景：高净值人群私人财富管理相关财务风险（信托/法律/税务/……）咨询及相关举措综合运用；

2. 本科或以上学历，法律、税务或金融相关专业证书，在其专业领域对高净值客户需求相关方向有所研究或经验；

3. 对新业务机会持有开放的心态，并且具有较强的快速学习与企业文化融入能力；

4. 具有较强的业务培训、沙龙演讲、专业知识领域协谈、沟通合作能力； 5. 极强的使命感、自我驱动力、能在以本区域为核心，同时接受一定量的出差支持各机构；

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 hr@manulife.com

In Office