Director, HNW Business Development

5 days ago

Sun Life Hong Kong Sun Life Tower, China Sun Life Full time CN¥200,000 - CN¥500,000 per year

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:

Role Summary This role is responsible for a supporting the holistic High Net Worth strategy and development across the proposition. By doing this, this person brings in HNW sales to help SLHK hit the key success measures of Income, VNB and Client. The job holder is expected to drive the alternative distribution markets (e.g. Family Offices, Middle East).Job Responsibilitiesa) Relationship Management and HNW business development
  • Build and develop strong and strategic relationships with HNW and Ultra- HNW Partners (eg HNW Brokers, Private Banks, Trusts, Lawyers, EAM's, IAM, Private Equity) to enhance SLHK ability at HNW Distribution and help deliver the HNW Sales Target.
  • Build alternative distribution and bring new HNW sales ideas to the table
  • Expand the business in Asia and Middle East
  • Expand the business in Family Offices
b) HNW product and training support
  • Drive the HNW products and marketing support, in development, implementation, and ongoing refinement, and gather important MI.
  • Provide HNW training and Wealth Structuring support across channels as per HNW roadmap
c) HNW strategy and key initiatives
  • Act with client lens to improve "ease of doing business"
  • HNW Risk Management, Compliance, Legal and Regulatory Support – make sure Sun Life and the HNW team is protected at all time
Job Requirements:
  • University Degree holder in Bachelor of Arts or Science
  • Posses at least 10+ years of HNW and Ultra HNW Sales and Wealth Structuring experience, ability to win HNW Bank deals and relationship
  • Proven experience in HNW Ops/Case Management
  • Strategic thinker, high agility and able to build relationship with partners
  • Excellent communications in both spoken and written English, candidates with language proficiency in Cantonese or Mandarin would be a plus
  • Excellent presentation skills and strong client focus mindset

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:

Sales - Client Relationship Management

Posting End Date:

02/12/2025

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