Director, HNW Wealth Advisory & Complex Planning

Sun Life

Hong Kong

On-site

HKD 1,200,000 - 2,400,000

Full time

4 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

5-day work week

MPF

Group life insurance

Group medical insurance

Career development opportunities

Job summary

Sun Life in Hong Kong seeks a lead High-Net-Worth specialist to provide expert advisory on complex wealth planning and insurance solutions for HNW clients. The role partners closely with distribution teams, advisors, and external professionals to structure sophisticated client solutions, drive business growth, enhance HNW capabilities, and strengthen Sun Life’s market position in the HNW segment.

The incumbent will lead design and execution of HNW client solutions, advise on wealth structuring,

Qualifications

Bachelor-level or higher in taxation or law; professional qualifications preferred.
Minimum 12 years of related experience in finance/insurance.
Strong knowledge of Hong Kong insurance market and overseas trusts.

Responsibilities

Lead design and execution of complex HNW client solutions including wealth preservation and cross-border planning.
Act as subject matter expert for HNW advisory and legacy planning.
Coach and develop HNW capabilities across the organization through training and knowledge sharing.
Collaborate with internal and external stakeholders to strengthen differentiated HNW propositions.
Monitor regulatory developments to support strategy and propositions.