- Tsim Sha Tsui, Kowloon Peninsula Tsim Sha Tsui Kowloon Peninsula, Hong Kong Hong Kong
Working Location
Job Description
Responsibilities
Your Journey:
It's a superb potential development offers as a position of eMPF Client Officer/ Manager , you will receive comprehensive training to build your own professional practice and skills.
Join us and be part of a vibrant team committed to creating value. As a leader in wealth management, Sun Life is ranked number 31 of the World's Top Asset Management Firms and Top 4 MPF service provider in Hong Kong. We provide innovative solutions to clients across Hong Kong, China, Canada, Malaysia, and beyond, prioritizing their interests with top-notch training and support.
We are currently seeking young and energetic talents to join our team:
Job Responsibilities:
Manage individual and corporate business accounts ad-hoc business programs and activities
Educate client to adopt eMPF digital tools
Oversee clients' eMPF progress status, including new account onboarding, investment directives, asset planning, contributions, and response client inquiries when needed
Support the eMPF administration process for clients
Prepare and present meeting materials for clients
Provide information to clients involved on eMPF, ORSO and group benefits (e.g. Group Medical)
Optimize client satisfaction through customer service, providing advice about related products and services
Perform services according to company rules and relevant regulatory requirements
Who We’re Looking For
• Bachelor’s degree (year 3 and 4 students welcome), Master’s degree is preferred
• Welcome IANG and 高才優才簽證 或 受養人
• Strong interest in wealth management, financial planning, and business consulting
• Analytical thinker with attention to detail and problem-solving skills
• Excellent interpersonal and communication skills
• Eager to learn, take initiative, and grow within a high-performance environment
What We Offer
Full-Time Program
Provide clients to follow|分配客戶直接跟進,快速開展業務
High Earning Potential|獨有獎金機制
Flexible Work Style|彈性辦公,自主掌控時間
Elite Training System|行業頂尖講師親授,快速提升實力
Fast-Track Career Path|清晰晉升路線,直通管理層
Exclusive Perks|獎勵旅行、榮譽認證、專屬福利
Full Benefits|完善醫療及保障福利
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