About Sun Life FinancialSun Life Financial Inc. ("SLF Inc.") 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,...
About Sun Life Financial
Sun Life Financial Inc. ("SLF Inc.") 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 March 31, 2019, Sun Life Financial had total assets under management ("AUM") of $1,011 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.

Financial Planner / Senior Financial Planner

Job level Entry
Education F.5 - F.7 or DSE
Location
Tsimshatsui
Employment type Full Time
Benefits 5-day week, Education subsidies, Flexible working hours, Home office, Travel allowance
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Channel / Distribution
Published On 30/11/2020

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, DSE Level and 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
  • Overseas Conventions for Outstanding Performers
  • Opportunity to promote to managerial position
  • Group Life and Medical Benefits
  • Applicants with relevant experience will be appointed as Senior Financial Planner

 

To apply:

Please send your full resume by clicking  . Short-listed candidates will be invited to attend interview.

 

Remarks:

  • The provision of personal data is voluntary, only Sun Life Hong Kong Limited (‘the Company”), the affiliated companies of the Company or the agencies / sales representatives of the Company involved in the application will access to the data which are kept confidential and used for the purpose of handling the application only. According to the Personal Data (Privacy) Ordinance, applicant has the right to access or correct his/her personal data. The request for accessing to data or correction of data held by the Company shall be made in written to Name of responsible manager by clicking  for handling.
  • Successful candidates will be invited to sign an agreement as independent contractors with the Company.
  • Remuneration package, compensation and training are subject to relevant contractual terms.
  • Sun Life Hong Kong Limited is incorporated in Bermuda.