Job ref no.: ICFPRM/WMB/061218CT/112371 (CT3118086-01#0026)
Everbright Sun Hung Kai Company Limited

Investment Consultants / Financial Planners / Relationship Managers

Everbright Sun Hung Kai Company Limited

  • Competitive pay


  • 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.

More job information
Job ref no. ICFPRM/WMB/061218CT/112371 (CT3118086-01#0026)
  • N/A
Job Function
  • Causeway Bay
Employment Term
  • Full-time
  • 1 year - 20 years or above
Career Level
  • Entry level
  • Degree