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Investment Consultants / Financial Planners / Relationship Managers Wealth Management & BrokerageEverbright Sun Hung Kai Company Limited
Investment Consultants / Financial Planners / Relationship Managers Wealth Management & BrokerageEverbright Sun Hung Kai Company Limited

Job Highlights

  • Tertiary or university-level education
  • Solid sales experience from financial institutions
  • Holder of SFC / HKMA / CIB licences

Job Description

Ref: ICFPRM/WMB/151119DB/11237122


  • Serve clients and offer financial planning / solutions to cater for their financial needs
  • Understand the financial market, solicit and develop business from potential prospects / clients
  • Expand client base through prospecting and increase existing clients’ portfolio through cross-selling of products within our wide product platform
  • Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business
  • Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities


  • Tertiary or university-level education in any discipline, preferably in Finance, Business Administration or Economics
  • Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment
  • Strong self-motivation, proactive and sales-oriented
  • Good level of verbal English and Cantonese, with Putonghua an advantage

Our offer includes

  • A broad range of financial products and services (such as Insurance, MPF, Mutual Funds, Securities, etc.)
  • Attractive commission scheme and sales incentive program
  • Comprehensive training program and professional research support
  • Excellent opportunities for career development (including building your own team)


Candidates with good individual professional profiles will be considered as Vice President / Assistant Vice President / Senior Investment Consultant.


Interested parties please apply by sending personal details via clicking "Apply Now".


For more information about Everbright Sun Hung Kai Company Limited, please visit


All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment / engagement purposes only.  The applicant will assume all or any risks arising out of or in connection with the application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

Additional Information

Career Level
Entry Level
Non-Degree Tertiary
Years of Experience
Not Specified
Employment Type
Full Time

Company Overview

At Everbright Sun Hung Kai, we serve with professional integrity. More than a claim, this describes the way we do business. A subsidiary of Everbright Securities Company Limited (SSE: 601788, HKEX: 6178), with Sun Hung Kai & Co Limited (HKEX: 86) as its substantial shareholder, Everbright Sun Hung Kai offers a full-fledged financial platform that provides excellent cross-border and world-class financial products, and superior solutions for our clients. As one of the leading financial institutions with a solid foundation and history of excellence since 1969, Everbright Sun Hung Kai operates four core businesses, Wealth Management and Brokerage, Corporate Finance and Capital Markets, Asset Management, and Investment and Financing, serving individual, corporate and institutional clients in Hong Kong, Macau, Mainland China and the U.K.
Our all rounded product and service suite, and our solid track record of delivering a steady return on equity while being committed to staff development, present enormous prospects for talents.
Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career:

Additional Company Information

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