- Location
- Sun Life Hong Kong - Sun Life Tower
- Type
- Full-time
- Department
- Customer Service
- Seniority
- Director
- Experience
- 12+ years
- Education
- Bachelor
- Closing date
- Today
- Source
- Workday
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.
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 ManagementPosting End Date:
19/11/2026