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Financial Planner / Senior Financial Planner

Sun Life Hong Kong Ltd

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2017-12-09
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Business Consultancy  Insurance Agent / Broker  Channel / Distribution  

Job Description

Job Descriptions:

  • Provide professional financial services including protection, MPF and wealth management products to individual clients
  • Provide group and pension solutions to corporate clients 
  • Expand potential market with active exploration
  • Equip professional financial knowledge and skills constantly for on-going career development

Requirements:

  • Form 5 or above with 2 years working experience; or university graduate in any discipline
  • Proactive, Self-disciplined and Entrepreneurial-minded
  • Good Communication Skills and Strong Sense of Responsibility
  • PRC connection and proficient in Mandarin are advantages

We offer:

  • Income Builder Monthly Allowance HK$6,000 – HK$22,000
  • Attractive Commission Package plus Monthly & Yearly Incentive  
  • Comprehensive & Advanced Training for Professional Designations e.g.CFPCM and MBA
  • Overseas Conventions for Outstanding Performers
  • Opportunity to promote to managerial position
  • Provident Fund, Group Life and Medical Benefits
  • Applicants with relevant experience will be appointed as Senior Financial Planner

 

To apply:

Please send your full resume via "Apply Now". Short-listed candidates will be invited to attend interview.

 

Remarks:

  • Only staff or respective agency members involved in the application will have access to the data submitted which are kept confidential. Under the Personal Data (Privacy) Ordinance, owner of information has the right to access or correct his/her personal data. The request for access to data or correction of data held by Sun Life Hong Kong Limited (‘the Company”) should be addressed to Ms Irene Chan for handling.
  • Successful candidates will be recruited as independent contractors with the Company.
  • Remuneration package, compensation and training are subject to relevant contractual terms.

Company Info

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2018, Sun Life Financial had total assets under management of CDN $951 billion. For more information please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

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