A career in financial planning
As a professional financial planner, you serve the important role of a lifelong partner to your customers. You have to appreciate the needs of your customers and tailor-make comprehensive schemes and prepare contingencies to help them achieve their goals.
Our Success Stories
Financial planners can follow a bright career path through a suite of products and professional training programs.
Financial planners can follow a bright career path through a suite of products and professional training programs.
Newcomers are supported by iPad tools and their managers’ mentorship to help them embark on a successful career.
Achieve your aspirations while helping customers to realize theirs through financial planning is not a mere dream.
Our unique 3-step approach to financial planning
Putting customers first is our service philosophy; stringent and professional core principles are put into practice when formulating financial planning solutions. Our pioneering and unique 3-step approach to financial planning ensures that services and products fully meet the genuine needs of our customers.
Market opportunities
Be a professional financial planner, and benefit from opportunities in the industry:
Manulife boasts a multifaceted MPF platform that offers a variety of featured funds, helping you benefit from opportunities arising from the Employee Choice Arrangement and fully expanding your customer base.
Manulife boasts a multifaceted MPF platform that offers a variety of featured funds, helping you benefit from opportunities arising from the Employee Choice Arrangement and fully expanding your customer base.
The trend of an ageing population prompts the public to attach greater importance to securing retirement protection, and the need for financial planning has become more pressing than ever, creating promising prospects for the industry.
As Hong Kong’s population ages, the demand for healthcare and medical services will continue to increase. Faced with rising medical costs, it is imperative for Hong Kong people to formulate well-thought-out medical protection schemes to reduce their financial burden.
According to the Education Bureau of Hong Kong, the annual tuition fees of some institutions in popular places for pursuing further studies, such as Australia, Canada, the United States and the United Kingdom, can be as high as HK$400,000. Parents have to be financially prepared to invest in their children’s future.
Our Programs
More details about financial planner
Charting your own development
Manulife offers two distinct career paths and a clear route for career advancement. Allowing you to unleash your potential and play to your strengths, our career development paths ensure that you can map out an ideal career in line with your personal goals.
Agency manager
As an agency manager, you have to demonstrate excellent abilities as a leader and team player. Apart from setting the business goals of your subordinates and managing their work, you have to guide and motivate new recruits, serving as a professional mentor in their career development.
Financial planner
Manulife also offers a clear and transparent career development path for financial planners. As long as you can meet the specified performance requirements, you will receive opportunities for promotion and rewards for your effort.
Charting your own development
Manulife offers two distinct career paths and a clear route for career advancement. Allowing you to unleash your potential and play to your strengths, our career development paths ensure that you can map out an ideal career in line with your personal goals.
Agency manager
As an agency manager, you have to demonstrate excellent abilities as a leader and team player. Apart from setting the business goals of your subordinates and managing their work, you have to guide and motivate new recruits, serving as a professional mentor in their career development.
Financial planner
Manulife also offers a clear and transparent career development path for financial planners. As long as you can meet the specified performance requirements, you will receive opportunities for promotion and rewards for your effort.
Generous rewards and recognition
In addition to basic income and remunerations, as well as commissions, bonuses and other benefits, Manulife boasts a series of reward schemes to reward top-performing financial planners and agency managers, as well as overseas conferences held around the world to showcase outstanding business achievements.
Over 1,000 Manulifers qualified for the prestigious MDRT membership in 2018.
MDRT members celebrated their achievement at the 2019 RTC AGM.
Elites from Manulife achieved outstanding results in the GAMA Awards 2019.
Group Photo at 2018 Moscow Conference.
Participants enjoyed the fabulous programs of the 2018 Barcelona Elite Conference.
Manulifers dressed in kimono celebrating their achievements at the 2019 Fukuoka Conference, Japan.
A career platform with holistic support
Manulife offers abundant resources and comprehensive support to help you rank among the elite of the industry and attain membership in the globally recognized Million Dollar Round Table (MDRT).
- License Training
Fulfill all the necessary licensing requirements for becoming a professional practitioner of financial planning. - Initial Training Course
Learn comprehensive financial planning skills and become a practiced user of Manulife’s pioneering financial planning tools. - 90 Days Sustain Program
Hone your professional skills and work efficiency to attain personal career goals. - Wealth Management & Financial Planning Training
Become a "retirement solutions expert" through advanced training. - Comprehensive Financial Planning
Put your comprehensive financial planning skills into practice under the guidance of veteran planners and compete for financial planner awards. - Workshops and Seminars
Share knowledge with your peers and learn the latest industry developments and updates.
Solutions for individuals
Famed for their variety and innovation, Manulife’s range of products spans various categories, including life insurance, daily protection, retirement planning and financial planning. They are highly responsive to market trends while remaining aligned with the needs of individual customers, providing you with the advantages you need to extend your customer outreach.
Solutions for corporate clients
As one of the largest MPF service providers in Hong Kong, Manulife’s MPF platform hosts a series of themed funds and pioneered the Privileged Rates Program based on the Employee Choice Arrangement. Coupled with other excellent financial planning solutions, such as group insurance and medical insurance, these solutions enable you to build your customer base with ease.
- Respond to customer requests anytime, anywhere, and increase customers’ confidence in your professional standing;
- Simplify and streamline the process of sophisticated financial analysis to raise productivity;
- Keep up with market dynamics and adapt to the industry’s latest developments.
Financial planning - all you need to know
What is financial planning, and does it mean selling insurance products?
Financial planning is the process of achieving your life goals through proper management of your finances. At Manulife, we put customers first. We have developed a unique three-step approach to financial planning: Connect, Customize and Grow. Manulife Financial Planners have to understand the needs of their clients, so that they can tailor-make comprehensive and suitable plans.
Will it be very difficult for new recruits to expand their customer base?
Manulife is one of the largest MPF providers in Hong Kong, offering an ideal platform for getting in touch with more customers. What’s more, through professional and award-winning training, including small-class teaching, role playing and follow-up training, we transfer professional knowledge and skills step by step to help new recruits start from scratch and steer a steady course forward.
I don’t know a lot of people. Am I suitable for this industry?
Many newcomers worry about being turned away by potential customers or about meeting new people. Don’t worry though, as you’ll not only benefit from sales training from Manulife, but also best-practice sharing from your own team. Managers provide one-on-one guidance, or may even accompany you when you pay customers a visit. If you are interested in joining Manulife, we are happy to provide the internationally recognized Personal Orientation Profile (POP™) test, helping you understand whether you are suitable for this career.
As a financial planner, will my income be unstable?
Being a financial planner is like starting your own business, where you can arrange your own work schedule. Your income potential as a financial planner is based on your performance and can be extremely competitive compared with other professions. Our career development path is very transparent, with promotions earned once you achieve designated targets.
Will a career in financial planning involve working long and irregular hours?
Embarking on a career in financial planning is like running one’s own business; you are no longer a “wage earner” with fixed working hours. Financial planners arrange their own work schedules and work at their own pace.
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