Senior Manager, High Net Worth Relationship and Wealth Strategist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time
Job Title: Senior Manager, High Net Worth Relationship and Wealth Structuring

At Sun Life, we are seeking a highly skilled and experienced Senior Manager to lead our High Net Worth Relationship and Wealth Structuring efforts. This role will be responsible for promoting, training, and developing relationships with selected brokerage partners, working in collaboration with our Sun Life Hong Kong HNW team to bring the broker and Sun Life Hong Kong and partners closer together.

Key Responsibilities:
  • Drive HNW sales across strategic partnerships
  • Drive and support key HNW relationships
  • Help support our reach and breadth of HNW relationships across HK and international partners
  • Support the development and expertise in Wealth Structuring at SLHK and with the various channels
Requirements:
  • University Degree, Major in marketing/Business Admin preferred
  • At least 9+ years experience in HNW/Broker/Bank sales, preferably with experience in distribution channel sales
  • Strong working knowledge of HNW Insurance business and understanding of current market situation
  • Experience of distribution sales operation with strong understanding of consumer attitude and behavior
  • Excellent presentation, communication, and negotiation skills
  • Ambitious in business growth with proven track record to build strong connection with distribution channel & clients
  • Able to work under pressure
  • Be always willing to give recommendations and contribute new ideas for improvement
  • Strong computer skills including PowerPoint, Words, & Excel
  • Fluent in written and spoken English, Cantonese, and Mandarin


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