Director, Private Wealth Services

About Sun Life Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2026, Sun Life had total assets under management of $1.58 trillion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. Sun Life Hong Kong Limited (incorporated in Bermuda with limited liability) is a wholly-owned subsidiary of Sun Life Assurance Company of Canada and operates in Hong Kong. Your responsibilities: • Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation • Client relationships management, expand client networks and regularly review their financial needs and plans • Provide high-quality post-sales services and handle claims • Achieve outstanding performance and strive for membership of the Million Dollar Round Table (MDRT) If you meet the following requirement: • At least 5 years of experience in banks, securities firms, funds, or other financial institutions, with a minimum of 3 years in sales or client facing experience (1) AND • An annual income of at least HK$500,000 for 2 consecutive years within the past 5 years (2) We offer (3): • Total income can reach up to 550% of Annual Income (4) • Competitive commission package and bonus • Fast track promotion • Comprehensive training and support to obtain professional qualifications e.g. Certified Financial Planner (CFPCM) • Outstanding performers will be invited to attend overseas business conferences • Group Life and Exclusive Medical Benefits To apply: Please send your full resume to jessewong@slhk.com.hk or Whatsapp to 69828786 – Mr Jesse Wong. Short-listed candidates will be invited to attend interview. Important Notes: - Successful candidates will be invited to sign an Agent’s Agreement with Sun Life Hong Kong Limited. - Remuneration package, compensation and training are subject to relevant contractual terms. - Sun Life Hong Kong Limited is limited liability company incorporated in Bermuda. Personal Information Collection Statement: - The personal data collected in this application will be used by the agencies / sales representatives of Sun Life Hong Kong Limited to assess your suitability to assume the job duties of the position for which you have applied and to determine preliminary remuneration, compensation, bonus and title package to be discussed with you subject to selection for the agency position. - The personal data to be collected from CV submission is regarded as mandatory for selection purposes. Failure to provide these data may affect the processing and outcome of your application. - It is our policy to retain the personal data of unsuccessful applicants for future agency recruitment purposes for a period of six months. - 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 send your request to jessewong@slhk.com.hk for Mr Jesse Wong’s handling. 1) If experience involving banks, securities firms, funds, or other financial institutions outside Hong Kong will be considered on a case-by-case basis 2) Annual income will be calculated based on the annual income for 24 consecutive months within the 60 months prior to the application month 3) Remuneration, commissions, and bonuses are subject to the Agent’s Agreement and will be determined in accordance with applicable conditions, eligibility criteria and the Company’s internal policies and guidelines. For the calculation details, please discuss with the recruitment manager. Sun Life Hong Kong Limited reserves the right to make changes, and in case of any dispute, final decision will be made by Sun Life Hong Kong Limited. 4) This includes Monthly Fixed Allowance, Monthly Variable Allowance and Performance Bonus.