Director, HNW Wealth Strategy & Advisory

Sunlife; Hong Kong; Vor Ort; HKD 900.000 - 1.400.000; Vollzeit

Benefits dieser Stelle

5-day work

MPF

Group life insurance

Group medical insurance

Career development

Zusammenfassung

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, partnering with distribution teams and external professionals to structure sophisticated client solutions and drive business growth.

The role strengthens Sun Life's HNW capabilities and delivers cross-border wealth planning, tax considerations, and legacy planning, while coaching teams and developing partnerships to meet HNW growth objectives.

Qualifikationen

• Bachelor's degree or above in taxation or law.
• 12+ years of related experience.
• Strong understanding of the Hong Kong insurance market.
• Extensive knowledge of overseas trust structures.
• Proven understanding of financial, taxation and legal needs of Mainland China HNW individuals.
• Familiarity with overseas taxation or legal systems for client advisory.

Aufgaben

• Lead the design and execution of complex HNW client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning.
• Act as the subject matter expert for HNW advisory, providing technical guidance and thought leadership on wealth structuring and legacy planning.
• Support and develop HNW capabilities across the organization through coaching, case consultation, training, and knowledge-sharing initiatives.
• Collaborate with internal and external stakeholders to develop differentiated HNW propositions and strengthen strategic partnerships with professional service providers.
• Monitor market trends, regulatory developments, and emerging client needs to provide insights that support business strategy and proposition enhancement.
• Partner with distribution leaders and advisors to support client acquisition, relationship deepening, and achievement of HNW business growth objectives.

Kenntnisse

HNW advisory

Wealth planning

Stakeholder engagement

Cross-border planning

Coaching

Ausbildung

Bachelor's degree in taxation or law

Jobbeschreibung

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, partnering with distribution teams and external professionals to structure sophisticated client solutions and drive business growth.

The role strengthens Sun Life's HNW capabilities and delivers cross-border wealth planning, tax considerations, and legacy planning, while coaching teams and developing partnerships to meet HNW growth objectives.