理財策劃經理 Financial Planner(歡迎應屆畢業生/非本地畢業生應徴)

3 days ago


Kowloon, Hong Kong SAR China Sun Life Hong Kong Limited Full time

Sun Life is a globally renowned and leading financial services brand. It is based in Canada and operates worldwide, including the US, the UK, China, Singapore, Japan, Australia, Singapore, etc. Sun Life has been listed in Toronto, New York, and the Philippines. Sun Life Hong Kong has been established for more than 130 years and serves Clients with a range of quality protection and financial products and retirement planning. Sun Life has been witnessing the progress of Asia's growth and is moving forward together with the world. Job Responsibilities Assessing Client’s overall financial picture, understanding Client’s needs and developing strategic financial plan Providing strategic advice across various financial products and services Advising Client on a profitable and secure financial solution Managing long term relationship with Clients and reviewing their financial plans regularly Benefits and Packages Five-day work and flexible working hours Competitive pay with quarterly bonus and year-end bonus On-the-job training Excellent career path Provide customer base. Sponsor to finance courses (CFA, CFP, etc). Requirements Bachelor’s/University degree or equivalent experience (IANG/Fresh graduates are welcome) Well versed with key financials concepts. Effective communication and analytical skills Application Questions Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have as a Financial Planner? #J-18808-Ljbffr



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