Associate Director, High Net Worth Relationship and Wealth Structuring Specialist
4 weeks ago
As a key member of our team, you will be responsible for developing and implementing a holistic High Net Worth strategy to drive sales growth and expand our reach in the market.
Key Responsibilities:- Develop and execute a comprehensive High Net Worth sales strategy to drive revenue growth and expand our market share.
- Build and maintain strong relationships with High Net Worth clients, partners, and stakeholders to enhance our distribution capabilities and deliver exceptional customer service.
- Collaborate with cross-functional teams to identify and capitalize on new business opportunities, drive innovation, and improve operational efficiency.
- Provide thought leadership and expertise in wealth structuring, risk management, and compliance to ensure Sun Life's HNW business remains competitive and compliant with regulatory requirements.
- Develop and implement training programs to enhance the skills and knowledge of our HNW sales team, ensuring they are equipped to meet the evolving needs of our clients.
- 10+ years of experience in High Net Worth sales, wealth structuring, and relationship management.
- Strong understanding of HNW market trends, competitor analysis, and regulatory requirements.
- Excellent communication, interpersonal, and leadership skills, with the ability to build and maintain strong relationships with clients, partners, and stakeholders.
- Ability to think strategically, drive innovation, and collaborate effectively with cross-functional teams.
- Strong risk management and compliance skills, with a focus on ensuring Sun Life's HNW business remains compliant with regulatory requirements.
- A dynamic and supportive work environment that fosters innovation, collaboration, and growth.
- A competitive compensation package, including bonuses and benefits.
- Opportunities for professional development and career advancement.
- A chance to work with a leading financial services company that values its employees and is committed to making a positive impact in the community.
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