Cinderella Media Group
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Recruit Ref: L04918914
Posting Date: 2020-05-26
Sunlife – Ms. Zoe Leung
Sunlife – Ms. Zoe Leung

永明金融 是主要的國際金融服務機構,為個人及企業客戶提供保險、財富及資產管理方案。永明金融在全球多個市場發展業務,當中包括加拿大、美國、英國、愛爾蘭、香港、菲律賓、日本、印尼、印度、中國、澳洲、新加坡、越南、馬來西亞及百慕達。截至2019 年12 月31 日止,永明金融管理的總資產為10,990 億加元。如欲了解更多資訊,請瀏覽。

Sun Life Financial Inc. 於多倫多(TSX)、紐約(NYSE)及菲律賓(PSE)的證券交易所上市,交易代號為「SLF」。

而香港永明金融 於香港除了主力於保險業務,更加致力於強積金管理市場的發展,由2000年強積金成立至今只有短短二十載,隨著強積金總資產不斷增加,我們的收入亦同時增加。此外全港需要作出強積金供款的僱主及僱員都是我們的潛在客戶。這是一片藍海,等待我們去發掘


客戶服務經理 Financial Planner


  • 提供專業的財務及保障需要分析服務、財策建議及售後服務,包括各式風險及財富管理產品、強積金(MPF)及僱員福利產品(團體醫療保障)
  • 策劃及推行業務推廣及銷售工作



  • 每年收入可達港幣$300,000 元或以上
  • 豐厚的佣金及花紅、完善的福利計劃
  • 專業及全面的財務策劃培訓課程
  • 更快捷明確的晉升階梯制度
  • 海外會議及旅遊獎賞
  • 優秀的申請者將被推薦加入Premier Academy特殊培訓計劃經甄選之財富管理經理將獲邀加入永明才俊學院(BrighterGen Academy),透過頂尖的支援及發展規劃,成為未來領袖及百萬圓桌會會員(MDRT)



  • 中五畢業或以上程度; 大學畢業生可申請成為營業行政經理(Executive Business Manager)
  • 主動積極、有幹勁、誠懇、有責任感
  • 有自信心、意志堅定、具冒險精神、勇於接受挑戰
  • 主動積極、正向思維、工作態度優良
  • 具備良好人際關係及溝通能力
  • 具銷售、市場推廣、銀行及金融服務業經驗者更佳





Job Position Level:
Employment Term:
Full Time 
Min. Edu. Level Req:
Associate Degree / Higher Diploma 
Total Working Exp:
$25,000 or above (Monthly)
Kowloon City District / Whampoa
  • Bonus for a recruit / new joiner
  • Commission
  • Double Pay
  • Education Allowance
  • Flexible Working Hours
  • Life Insurance
  • Medical Insurance
  • On-the-job training
  • Performance Bonus
  • Promotion
  • Travel Allowance
  • Year end bonus
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Keywords: MPF,TVC,VHIS,QDAP,Insurance
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