Senior Manager/Associate Director, High Net Worth Client Professional Support

Sun Life Financial; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

MPF

Group life insurance

Group medical insurance

Job summary

Sun Life Financial in Hong Kong seeks an experienced adviser to support Mainland China High Net Worth clients. You will analyze tax and legal needs, deliver seminars and training, and build a network of strategic partners to drive long-term growth.

With 8+ years in insurance/finance, you will leverage strong English and Chinese communication to engage internal and external stakeholders and expand Sun Life's market presence.

Qualifications

• Bachelor's degree or above with strong background in taxation or law and relevant certifications.
• At least 8 years of related experience in insurance/banking/finance.
• Excellent command of English and Chinese (Cantonese & Mandarin).

Responsibilities

• Gain insight into needs of Mainland China HNW clients to support insurance business growth.
• Deliver professional seminars, trainings and knowledge-sharing sessions to stakeholders.
• Research domestic and international taxation and legal frameworks affecting HNW clients.
• Identify and develop high-quality suppliers and strategic partners to support growth.

Skills

Presentation skills

Communication

Stakeholder engagement

Research & analysis

Bilingual English/Chinese (Cantonese &

Education

Bachelor’s degree or above in taxation or law

Job description

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:

Gain deep insight into the needs and pain points of mainland China High Net Worth (HNW) individuals and provide targeted professional support to drive the company’s insurance business development. Act as a subject matter expert and speaker to deliver professional seminars, training programs, and industry knowledge-sharing sessions to internal and external stakeholders. Conduct research on domestic and international taxation and legal frameworks, and keep abreast of market trends and regulatory developments relevant to high net worth clients. Leverage strong industry networks to identify, evaluate, and develop high-quality suppliers and strategic partners, supporting long-term business growth initiatives.

Job Requirements

• Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications.
• At least 8 years related experience, preferably in insurance/banking/finance industry etc.
• Strong understanding of the Hong Kong insurance market and interest in the insurance industry.
• Extensive knowledge of and practical experience with overseas trust structures.
• Proven in-depth understanding of the financial, taxation, and legal needs of Mainland China High Net Worth individuals.
• Familiarity with overseas taxation or legal systems and related client advisory requirements.
• Excellent presentation, communication, and stakeholder engagement skills; strong research, analytical, and learning capabilities.
• Good command of both written and spoken English and Chinese, including Cantonese and Mandarin
• Well-established networks within taxation, legal, trust, or related professional services fields, with the ability to source and develop new business partners.

• 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: Channel Management Posting End Date: 29/10/2026

Shine together At Sun Life, you can be your most brilliant self.

Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant

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