Job ref no.: IS/WM/260219CT (CT3118086-01#0088)
Everbright Sun Hung Kai Company Limited

Assistant Vice President / Vice President, Investment Specialist (Insurance)

Everbright Sun Hung Kai Company Limited

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Marriage leave
  • Medical plan


  • Assist Wealth Management department to drive insurance business of Annuity, Endowment, Critical Illness, Medical, U Life, MPF and all related products on the Company platform
  • Work closely with Product Development and Sales Training team to get the latest product and regulatory updates and align sales direction with the company’s overall business strategy
  • Equip frontlines sales with required competencies including product knowledge, sales skills, compliance knowledge, etc. and accompany the sales to attend client meetings when required
  • Work with sales support teams to ensure all transactions are in compliance with internal control procedures and regulatory requirements
  • Provide sales updates to management on a regular basis


  • Degree holder preferably in Business, Economics or related discipline
  • Minimum 5 years’ relevant sales experience, sales experience in other investment products (e.g. Mutual Funds, Structured Product, etc) an advantage
  • Holder of SFC and CIB licences
  • Sound knowledge of various insurance products
  • A good team player with strong leadership, influencing, interpersonal and presentation skills
  • Good command of MS Office applications, Bloomberg and MorningStar
  • Good command of both written and spoken English and Chinese

We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries by clicking “Apply Now".

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

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job 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.

More job information
Job ref no. IS/WM/260219CT (CT3118086-01#0088)
  • N/A
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 5 years - 8 years
Career Level
  • Middle management level
  • Degree