Executive Business Manager Unit, Wealth And Risk Management
Sun Life Hong Kong Ltd.
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Simon Hui Email & Phone Number
Executive Business Manager Unit, Wealth and Risk Management
at
Sun Life Hong Kong Ltd.
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Executive Business Manager Unit, Wealth and Risk Management
Location
New Territories, Hong Kong SAR, Hong Kong
Who is Simon Hui? Overview
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Quick answer
Simon Hui is listed as Executive Business Manager Unit, Wealth and Risk Management at Sun Life Hong Kong Ltd., based in New Territories, Hong Kong SAR, Hong Kong. AeroLeads shows a matched LinkedIn profile for Simon Hui.
Simon Hui previously worked as Managing Director at V-Step Up Limited and Director at Midland Financial Group. Simon Hui holds Bachelor'S Degree, Accounting And Finance from University Of Exeter.
Company email context
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Sun Life Hong Kong Ltd.
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Profile bio
About Simon Hui
Simon Hui is a Executive Business Manager Unit, Wealth and Risk Management at Sun Life Hong Kong Ltd..
Current workplace
Simon Hui's current company
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8 roles
Simon Hui work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Apr 2022 - Present
Director
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises- Conducting in-depth reviews of clients' financial circumstances, current provision and future aimsanalysing information and preparing plans best suited to individual clients' requirementscompleting risk analyses- Researching the.
Apr 2021 - Mar 2022
Head Of Business Development & Co-Founder
Smart Goat International Limited
- Providing online and offline marketing services andfunding application guidance to businesses- Constructing insurance and fund portfolio, mainlyof premium financing and income fund- Offering investor education courses about tradingin future, option, stock and cryptocurrency- Developing proprietary indicators for trading andinvestment- Developing.
Oct 2019 - Feb 2022
Branch Manager
- Providing financial planning, insurance, and investment services to clients- Ensuring client records are maintained and kept current- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances- Acting as a liaison between the client and other.
Apr 2017 - Jan 2021
Sales And Marketing Specialist
- Providing professional consultation to customers regarding their interest in Smart Living products or services- Proposing thorough solution to settle customer requests in a tactful and timely manner- Establishing good customer relationship by offering one-stop-shop service- Handling incoming call and meet with customer if necessary
Jan 2016 - Jul 2017
Marketing Executive
- Cordinating with senior marketing manger to specific marketing tasks- Handling clients' requirements and enquiries in marketing - Pitching clients for advertiment placement
Jun 2015 - Jan 2016
Financial Planner
- Analyze clients’ financial statuses (e.g. income, expenses and liabilities)- Examine and suggest financial opportunities (e.g. insurance plans, investments)- Develop sound plans and budgets for clients- Customize financial plans according to clients’ changing needs- Help clients implement their plans and carry out transactions- Present and sell suitable.
Jun 2014 - May 2015
1 education record
Simon Hui education
FAQ
Frequently asked questions about Simon Hui
Quick answers generated from the profile data available on this page.
What company does Simon Hui work for?
Simon Hui works for Sun Life Hong Kong Ltd..
What is Simon Hui's role at Sun Life Hong Kong Ltd.?
Simon Hui is listed as Executive Business Manager Unit, Wealth and Risk Management at Sun Life Hong Kong Ltd..
Where is Simon Hui based?
Simon Hui is based in New Territories, Hong Kong SAR, Hong Kong while working with Sun Life Hong Kong Ltd..
What companies has Simon Hui worked for?
Simon Hui has worked for Sun Life Hong Kong Ltd., V-Step Up Limited, Midland Financial Group, Smart Goat International Limited, and Fwd Insurance.
How can I contact Simon Hui?
You can use AeroLeads to view verified contact signals for Simon Hui at Sun Life Hong Kong Ltd., including work email, phone, and LinkedIn data when available.
What schools did Simon Hui attend?
Simon Hui holds Bachelor'S Degree, Accounting And Finance from University Of Exeter.
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