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Employer Ref: INS/PCS/15092021RE/23
Recruit Ref: L0402261543
Posting Date: 2021-09-15
Everbright Sun Hung Kai Company Limited
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. As an international business platform of Everbright Securities Company Limited (SSE: 601788, HKEX: 6178), Everbright Sun Hung Kai offers a full-fledged financial platform that provides excellent world-class financial products and superior solutions for our clients. As a leading wealth management institution with a solid foundation and history of excellence since 1969, Everbright Sun Hung Kai operates five key businesses, Wealth Management, Corporate Finance & Capital Markets, Institutional Business, Asset Management, and Investment & 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, Sales Management (Insurance Specialist)

Ref: INS/PCS/15092021RE/23


  • Drive all wealth management sales business with insurance focus at Private Client Services Department
  • Familiarize with all insurance & WM products plus related selling process and keep abreast of updated market information and compliance requirement
  • Work with Product Development and Sales Training teams closely for the latest product and regulatory updates and align sales direction with the Company’s overall business strategy
  • Coach sales staff in order to enrich their product knowledge, selling process and regulatory requirement on insurance & WM products from time to time
  • Accompany sales staff to attend client meetings when required
  • Work closely with Sales Support teams to ensure all sales staff strictly adhere to internal control procedures and regulatory requirements
  • Provide sales update to management on a regular basis


  • Degree holder preferably in Business or Economics
  • Qualified for SFC RA Type 1 &4 license and IIQE paper 1, 2, 3 & 5
  • Minimum 8 years’ sales experience in banking and financial industry (mainly in insurance business).
  • A good team player with leadership and influential skills
  • A fast learner and able to deliver consistent performance under pressure
  • Objective-oriented, responsible and flexible
  • Good command in spoken and written Chinese (both Cantonese & Putonghua) and English
  • Practical PC knowledge, particularly Word and Excel
  • Basic skills in using financial information systems such as Bloomberg and MorningStar

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

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.

Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Total Working Exp:
Wanchai District / Causeway Bay
  • Dental Insurance
  • Five-Day Work
  • Life Insurance
  • Medical Insurance
  • Performance Bonus
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