Director, High Net Worth Client Professional Support

Sunlife • Full Time • Hung Hom, Hong Kong, HK • 1d ago

Lead the design and execution
Extensive knowledge of and practical exp
Support and develop HNW capabilities

Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.

Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.

Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.

Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.

**De** **scription de** **poste** **:**

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).

**Catégorie** **d'emploi** **:**

Gestion de réseau

**Fin de** **l'affichage** **:**

19/11/2026

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