Financial Planner/Consultant/ Financial Consultant/Wealth Planning Consultant

SUN LIFE·Insurance
Active within 5 days
Internship
HK$ *****
Bachelor
No experience limit
HK work permit required
9.0 hrs/day, 5 days/wk

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Job Description

Financial Planner/Consultant/ Financial Consultant/Wealth Planning Consultant

Hung Hom District(Remote)

Financial Planning (Banking & Financial Services)

Full time

$20,000 – $50,000 per month

You are the talent we are looking for:

l Have good interpersonal relationships

l Expect to develop my own business career

l Passionate about goal-oriented work challenges

Our team's advantages:

Generous and rich salary

Generous allowance + commission + high bonuses (37.5%) travel awards

The most competitive newcomer bonus in the industry

Multiple benefits and incentives (such as overseas meetings, exclusive concerts, business trips, and appreciation banquets)

The development prospects of ideal business

Clear and fair promotion mechanism

Power-based development space

Contact industry experts (such as investment banks, medical groups, and law firms) to gain a more comprehensive understanding of planning information

Balancing life's abundance

Self-managed work time

Self-adjusting work volume

Comprehensive and superior welfare protection

Group medical insurance (including family members)

Comprehensive and diverse professional training

Comprehensive quality training courses

Then by MDRT member one-on-one personal coaching

Work focus:

  • Comprehensive analysis of the "investment, insurance, taxation, retirement, inheritance"
  • Develop wealth management strategies and network with banks, tax laws, medical institutions, etc.
  • Master appropriate financial knowledge, political and economic news; closely follow market information, social media operations
  • Develop professional fields and resume qualifications (such as company medical, employee benefits; MDRT, CFP)
  • Participate in team management (such as discussion meetings, operational decisions, and development trends)

Ideal team partner:

  • DSE Chinese or English and mathematics qualification or above
  • Have good communication skills
  • Active and positive work attitude
  • Have a team spirit
  • Passionate about the financial planning industry, and skilled at "planning" and "drawing up a financial blueprint" for clients
  • (Zero experience is not a problem, we value your attitude and potential more)

If you are interested in this job or have any questions, please:

[APPLY NOW] Button and send your resume

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Languages
English
Cantonese
Mandarin
Skills
Asset Allocation
Wealth Management
Retirement Planning

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Irene Wong
SUN LIFE · Senior Managing Partner
Active within 7 days

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SUN LIFE
SUN LIFE·Insurance
永明金融 Sun Life:百年金融巨擘,引領財富管理新時代 自1865年創立,永明金融作為香港歷史最悠久的跨國壽險公司(1892年進駐香港),以160年穩健根基成就行業標桿。我們連續16年入選“全球百家最可持續發展企業”,榮膺MSCI ESG AAA最高評級,彰顯對長期價值的堅守。 財務實力領跑同業 152%償付能力比率(超監管要求2倍),獲標普AA、穆迪Aa3頂級信用評級 ROE達17.2%(超行業均值30%),EPS 4.89美元 同業第一,為股東創造5年47%總回報 資管規模1.13萬億美元,全球800+專業投資團隊賦能資產增值 香港市場領導者 2024年業績同比增長90%(市場3.2倍),代理人渠道穩居香港前五 高淨值業務絕對優勢:過億保單佔比11.9%,千萬級保單佔首年保費30.9% 全港每8人即有1人為客戶,強積金市場份額第三 代理人賦能體系 永明薈Sun Gateway:2.3萬呎高端財富管理中心,服務億萬資產客戶 獨家培訓資源:與恆生大學合辦全港首個家族辦公室課程,培育專業人才 創新服務支持: ⭐ 市場獨有“歸原紅利保證”儲蓄產品 ⭐ eSun寶醫療支援(覆蓋內地4200+醫院) ⭐ 亞太首屆家族辦公室論壇主辦方 加入我們,共享增長紅利 永明金融正以全港領先的90%增速開拓市場,現招募精英代理人,為您提供: ✅ 高端客戶資源(家族辦公室/億萬保單客群) ✅ 行業頂尖培訓及數字化展業工具 ✅ 可持續發展金融產品矩陣 攜手百年金融平台,定義財富管理新未來!
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