High Net Worth Underwriting Specialist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

Job Title: High Net Worth Underwriting Specialist

Job Summary:

We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.

Key Responsibilities:

  • Perform underwriting risk assessments within delegated authority limits for accurate, fair, and prompt decision-making.
  • Collaborate closely with the SLF HNW HuBS to achieve SLF Global HNW goals.
  • Manage the delivery of underwriting services in accordance with the Company's underwriting philosophy.
  • Participate in projects related to underwriting and collaborate with various business partners and distributors.

Requirements:

  • University degree or above.
  • Completion of the FLMI and FALU designations or willingness to complete over the next 5 years.
  • Over 10 years of experience in life underwriting with at least 2 years of experience in the HNW space.
  • Strong life product and operational business knowledge.
  • Excellent interpersonal and organizational skills.
  • Strong ability to assess priorities and negotiate with clients accordingly.

We offer a competitive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.



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