Senior Manager, High Net Worth Relationship and Wealth Strategist

1 week ago


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

Promote and develop strategic partnerships with selected Brokerage partners, working collaboratively with the Sun Life Hong Kong High Net Worth team to foster closer relationships between the broker and Sun Life Hong Kong.

The Senior Manager, High Net Worth Business Development plays a key role in driving HNW sales across strategic partnerships, supporting key HNW relationships, and expanding the reach and breadth of HNW relationships across HK and international partners.

Key Responsibilities:

  • Drive HNW sales across strategic partnerships
  • Support key HNW relationships and drive business growth
  • Expand the reach and breadth of HNW relationships across HK and international partners
  • Support the development of expertise in Wealth Structuring at SLHK and with various channels

Requirements:

  • University Degree, Major in Marketing or Business Administration preferred
  • At least 9+ years of experience in HNW/Broker/Bank sales, preferably with experience in distribution channel sales
  • Strong working knowledge of HNW Insurance business and current market situation
  • Experience in distribution sales operations with a strong understanding of consumer attitude and behavior
  • Excellent presentation, communication, and negotiation skills
  • Ambitious in business growth with a proven track record of building strong connections with distribution channels and clients
  • Able to work under pressure and provide recommendations for improvement
  • Strong computer skills, including PowerPoint, Word, and Excel
  • Fluent in written and spoken English, Cantonese, and Mandarin


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