Manager I, Leader Training & Development

Sun Life Financial; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

MPF

Group life insurance

Group medical insurance

5-day work week

Career development opportunities

Job summary

Sun Life Financial in Hong Kong is seeking an experienced training professional to lead Putonghua training for MCI agencies and to design programs for High-Net-Worth clients. The role includes delivering IIQE and onboarding training, plus developing digital learning materials and reporting training effectiveness.

You will collaborate with cross-functional teams, manage training logistics, and ensure timely delivery under deadlines in a dynamic environment.

Qualifications

• Bachelor's degree or above.
• At least 6 years related experience in insurance/banking/finance/training/business management.
• Native Putonghua with strong command of written English.

Responsibilities

• To take charge and deliver IIQE preparation training, on-boarding training, and other business-related training programs for MCI agencies in Putonghua.
• To design and organize training programs on MCI High-Net-Worth business by identifying learning objectives, defining contents, selecting modes of instruction and media, and sequencing activities.
• To monitor and track the training effectiveness with data analysis and Excel data reporting, and take the initiative to improve the training programs to better match agency demands.
• To participate in the development of digital training materials (e-learning, video shooting etc) and facilitate agency force to achieve better learning and development outcome with digital tools.
• To organize, host and/or support business or recruitment activities as required where Putonghua is necessary for communication.
• To collaborate with other teams or cross functions on providing effective Putonghua training solutions.
• To participate in ad hoc tasks or training / business projects as assigned and handle projects independently within deadlines.
• To provide support on training administration and logistics including training room and equipment maintenance, training materials preparation and inventory control.

Skills

Putonghua

English proficiency

Training facilitation

Communication skills

Presentation skills

Project management

Data analysis

Word

PowerPoint

Education

Bachelor's degree or above

Tools

Excel

Word

PowerPoint

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

• To take charge and deliver IIQE preparation training, on-boarding training, and other business-related training programs for MCI agencies in Putonghua
• To design and organize training programs on MCI High-Net-Worth business by identifying learning objectives, defining contents, selecting modes of instruction and media, and sequencing activities
• To monitor and track the training effectiveness with data analysis and Excel data reporting, and take the initiative to improve the training programs to better match agency demands
• To participate in the development of digital training materials (e-learning, video shooting etc) and facilitate agency force to achieve better learning and development outcome with digital tools
• To organize, host and/or support business or recruitment activities as required where Putonghua is necessary for communication
• To collaborate with other teams or cross functions on providing effective Putonghua training solutions
• To participate in ad hoc tasks or training / business projects as assigned and handle projects independently within deadlines
• To provide support on training administration and logistics including training room and equipment maintenance, training materials preparation and inventory control

Job Requirements

• Bachelor's degree or above
• At least 6 years related experience, preferably in insurance/banking/finance/training/business management/business consultancy industry etc.
• Good understanding of HK and MCV insurance market is an advantage
• Excellent communication and interpersonal skills
• Good organizational, presentation and training facilitation skills
• Good project management skills
• Mature, independent, self-motivated, agile, and able to work under pressure
• Native level Putonghua and strong command of written English
• Hands on skills with Microsoft Words, Excel and PowerPoint

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates.

Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category: Training & Development

Posting End Date: 29/10/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers