Employer Ref: VPWMB/B/150319RE/1171
Recruit Ref: L040226588
Posting Date: 2019-03-15
Everbright Sun Hung Kai Company Limited

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:

Vice President, Wealth Management and Branch

Ref: VPWMB/B/150319RE/1171


  • Drive the Insurance (ILAS and Life Insurance) and MPF business
  • Familiarize with all Insurance (ILAS and MPF) and MPF (“Insurance”) products and related sales process available on the EBSHK platform and be aware of any information update from time to time
  • Keep abreast of product and regulatory update so as to align sales direction with the company’s overall business strategy
  • Help frontline staff familiarize with all product related information, sales process and regulatory requirement on selling Insurance business from time to time
  • Assist frontline staff to enhance Insurance product selling and objection handling skills, and to accompany frontlines to attend client meetings when required
  • Ensure all Insurance sales comply with internal control procedures and regulatory requirements


  • Degree holder preferably in Business or Economics
  • 5 to 8 years’ related sales experience, mainly in Insurance business
  • Holder of CIB License Type 1, 2, 3, 5 and SFC License Type 1, 4
  • Sound knowledge in Insurance and MPF products
  • Possess sales experience in other investment products such as Mutual Funds, Structured Products will be an advantage
  • Basic skills in financial information system such as Bloomberg and MorningStar
  • Good team player with leadership and influential skills
  • Proficiency in MS Office applications, especially Word and Excel
  • Good command in spoken and written English and Putonghua

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 hr@ebshk.com.

For more information about Everbright Sun Hung Kai Company Limited, please visit www.ebshk.com.

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.

Banking / Finance / Securities / Investments 
Job Position Level:
Min. Edu. Level Req:
Total Working Exp:
Wanchai District / Causeway Bay
  • Five-Day Work
  • Medical Insurance
  • Life Insurance
  • Performance Bonus
Maximum 5 Temporary Records Limit Reached!
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