Jobs › Companies › Sun Life › Director, High Net Worth Client Professional Support

À propos de ce poste Director, High Net Worth Client Professional Support chez Sun Life

Sun Life · Sur site · Hunghom, Kowloon, Hong Kong

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.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.



Job Description:

The incumbent serves as the lead High-Net-Worth (HNW) specialist, providing expert advisory support on complex wealth planning and insurance solutions for HNW clients. The role partners closely with distribution teams, advisors, and external professionals to structure sophisticated client solutions, drive business growth, enhance HNW capabilities, and strengthen Sun Life's market position in the HNW segment.

Job Responsibilities

  • Lead the design and execution of complex HNW client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning.

  • Act as the subject matter expert for HNW advisory, providing technical guidance and thought leadership on wealth structuring and legacy planning.

  • Support and develop HNW capabilities across the organization through coaching, case consultation, training, and knowledge-sharing initiatives.

  • Collaborate with internal and external stakeholders to develop differentiated HNW propositions and strengthen strategic partnerships with professional service providers.

  • Monitor market trends, regulatory developments, and emerging client needs to provide insights that support business strategy and proposition enhancement.

  • Partner with distribution leaders and advisors to support client acquisition, relationship deepening, and achievement of HNW business growth objectives.

Job Requirements

  • Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications.

  • At least 12 years related experience, preferably in insurance/banking/finance industry etc.

  • Strong understanding of the Hong Kong insurance market and interest in the insurance industry.

  • Extensive knowledge of and practical experience with overseas trust structures.

  • Proven in-depth understanding of the financial, taxation, and legal needs of Mainland China High Net Worth individuals.

  • Familiarity with overseas taxation or legal systems and related client advisory requirements.

  • Excellent presentation, communication, and stakeholder engagement skills; strong research, analytical, and learning capabilities.

  • Good command of both written and spoken English and Chinese, including Cantonese and Mandarin

  • Well-established networks within taxation, legal, trust, or related professional services fields, with the ability to source and develop new business partners.
     

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:

Channel Management

Posting End Date:

19/11/2026
Prêt à postuler chez Sun Life ?
Postuler chez Sun Life

À propos de Sun Life

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 optimisti

Voir tous les emplois chez Sun Life →

Emplois similaires

Sun Life
Treasury Analyst
Sun Life
⚡ Postuler tôt Taguig City, National Capital... Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 13 h
Sun Life
Director, Change Management Governance
Sun Life
⚡ Postuler tôt Hunghom, Kowloon, Hong Kong Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Senior Reliability Site Engineer (Operations)
Sun Life
⚡ Postuler tôt North York, Ontario Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Surrey, British Columbia Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Richmond Hill, Ontario Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Burnaby, British Columbia Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Bedford, Nova Scotia Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Scarborough, Ontario Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Sun Life
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
⚡ Postuler tôt Ottawa, Ontario Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j

Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

Plus d’emplois chez Sun Life

Voir tous les emplois chez Sun Life →

Postuler maintenant
🤖

Doucement — un instant

JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Prenez une longueur d’avance dans votre recherche d’emploi.

Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

Rejoindre le canal — c’est gratuit