Assistant Manager, High Net Worth Relationship and Wealth Structuring

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Promote, train, develop relationships and processes with selected Brokerage partner, working in collaboration and partnership with Sun Life Hong Kong HNW team to bring the broker and Sun Life Hong Kong and Partners closer together.

 

This role, High Net Worth Business Development has the following key roles and purposes with focus on HNW and international brokers :

• Drive HNW sales across strategic partnerships

• Drive and support on 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

 

Job 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 understand of current market situation.

• Experience of distribution sales operation with strong understanding of consumer attitude and behaviour

• 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 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

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:

Sales - Client Relationship Management

Posting End Date:

29/06/2026