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fanancial planner

Sun Life Hong Kong Limited·Financial Services
Part Time
HK$ *****
Bachelor
1 to 3 yrs exp
HK Residents Only

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Job Description

Position: Financial Planner

Job Responsibilities:

The financial planner is responsible for assessing clients' financial needs and providing advice on how to best manage their finances. Key responsibilities include conducting thorough financial analyses, creating personalized financial plans, and guiding clients towards achieving their financial goals.

1. Conduct comprehensive assessments of clients' financial status, including income, expenses, assets, and liabilities

2. Develop customized financial strategies tailored to individual or business needs

3. Offer expert advice on investment opportunities, retirement planning, tax optimization, and risk management

4. Regularly review and adjust financial plans to align with changing market conditions and client objectives

5. Maintain accurate records of client information and ensure compliance with relevant regulations

Qualifications:

To succeed as a financial planner, candidates should possess a strong educational background in finance or a related field, along with relevant certifications and experience. Essential skills include analytical thinking, communication, and the ability to build trust with clients.

1. Bachelor's degree in finance, economics, accounting, or a related discipline; advanced degrees or professional certifications (CFP, ChFC) preferred

2. Minimum of 2-5 years of experience in financial planning, wealth management, or a similar role

3. Excellent numerical and analytical skills with proficiency in financial software and tools

4. Strong interpersonal and communication abilities to effectively convey complex financial concepts

5. Demonstrated commitment to ethical standards and maintaining confidentiality of sensitive information

Benefits:

We offer a competitive compensation package designed to attract top talent in the financial planning industry. Our benefits program includes elements that support both professional and personal well-being.

1. Competitive base salary plus performance-based bonuses

2. Comprehensive health, dental, and vision insurance coverage

3. Generous paid time off policy, including vacation days and holidays

4. Opportunities for professional development and continuing education

5. Supportive work environment with flexible scheduling options when applicable

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Languages
Mandarin
English
Skills
Customer Care

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Chan MISS
Sun Life Hong Kong Limited · Manager

Company Overview
Tradition and strength, we are proud to become a lifelong partner trusted by global customers. Throughout the years, "customer-centric" has been our service commitment. We continuously optimize our services, products, and customer experiences, striving to enable customers to live out their dreams at every stage of their lives and move towards a brighter future. We aim to cultivate "the most highly acclaimed financial advisor", advocating four core values, including care, professionalism, inspiration and victory, financial advisors can influence life while focusing on their own development, inspiring customers to build a longer and more perfect life plan. We value talent and encourage financial advisors to continuously enhance their professional knowledge, while also establishing a comprehensive compensation and promotion system to take your financial career to the next level. Each financial advisor can create their own professional financial consulting business or build an operations management team on the promotion ladder based on their personal strengths; from financial planning consultant to administrative business director, your future is in your hands. To cultivate young people into professional financial advisors, we established the Yung Ming Talent Academy, tailor-making a series of training and timely support to unleash your full potential. If you hope to have a career that impacts lives and contributes to society Welcome to Yung Ming Financial, become a part of us. Founded in Canada in 1892, Sun Life has been serving generations of clients in Hong Kong for over 133 years. Backed by a strong global heritage, we bring trusted expertise in wealth planning and protection—walking with our clients through every stage of life as a lifelong partner. At Sun Life, our purpose begins with people. Guided by a customer-centric promise, we continuously evolve our products, services, and experiences so our clients can live the life they envision and move confidently toward a brighter future. We are committed to developing financial advisors who are respected, trusted, and inspiring. Our culture is built on four core values—Care, Professionalism, Inspiration, and Winning—our advisors grow their careers by helping clients make clear, well-thought-out financial decisions and plan confidently for the future. Your growth matters to us. We invest in our people through continuous professional development, structured training, and a clear reward and advancement framework. Whether you choose to build your own professional practice or lead a high-performing management team, your career journey—from Financial Planning Advisor to Executive Business Director—is defined by your vision and your drive. To support the next generation of professionals, BrighterGen Academy provides customized training, mentorship, and timely support—so you can discover your strengths and realize your full potential. If you believe in growing through your work and helping others plan for a better future— Sun Life is a place where you can do both.
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