Senior Officer, Client Management

Sun Life Hong Kong Limited

Hong Kong

On-site

HKD 420,000 - 660,000

Full time

2 days ago
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Benefits offered by this job

5‑day work
Attractive salary
MPF
Group life
Group medical insurance
Excellent career development

Job summary

Sun Life is seeking a Relationship Manager to join the MPF Client Management Team in Hong Kong. You will own a portfolio of MPF employer accounts, act as the main liaison for clients, and drive retention, engagement and growth while supporting eMPF operations.

The role requires strong relationship skills, risk awareness, and fluency in English, Cantonese and Putonghua, with 3–5 years in MPF or employee benefits. A 5-day week and diverse benefits are offered.

Qualifications

  • Strong client relationship management and stakeholder engagement skills.
  • Proactive approach with strong risk awareness.
  • Excellent presentation, communication and facilitation skills.
  • Solid project management and coordination capabilities.
  • Bachelor's degree in Finance, Business Administration or a related discipline.
  • Minimum 3–5 years of experience in MPF, pension or employee benefits.
  • Insurance Intermediaries Qualifying Examination (IIQE) Papers 1, 3 and 4 required.
  • Full proficiency in English, Cantonese and Putonghua.

Responsibilities

  • Manage and develop a portfolio of MPF employer accounts.
  • Build trusted relationships with employer HR contacts and senior management.
  • Identify and pursue cross-selling and business development opportunities.
  • Drive client retention through proactive account monitoring and engagement.
  • Support clients on eMPF platform operations and related matters.
  • Deliver professional presentations and facilitate client discussions and engagement activities.

Skills

Client relationship mgmt
Risk awareness
Presentation skills
Project management
Communication
Facilitation

Education

Finance/Business degree

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

We are looking for a Relationship Manager to join our MPF Client Management Team. You will own and manage a portfolio of employer accounts, acting as the key point of contact for clients and building trusted, long-term relationships. Through proactive relationship management and high-quality service delivery, you will drive client retention, member engagement and business growth, while supporting clients through their MPF needs and eMPF operations.

Job Responsibilities
  • Manage and develop a portfolio of MPF employer accounts
  • Build trusted relationships with employer HR contacts and senior management
  • Identify and pursue cross-selling and business development opportunities
  • Drive client retention through proactive account monitoring and engagement
  • Support clients on eMPF platform operations and related matters
  • Deliver professional presentations and facilitate client discussions and engagement activities
Job Requirements
  • Strong client relationship management and stakeholder engagement skills
  • Proactive approach with strong risk awareness
  • Excellent presentation, communication and facilitation skills
  • Solid project management and coordination capabilities
  • Bachelor's degree in Finance, Business Administration or a related discipline
  • Minimum 3–5 years of experience in MPF, pension or employee benefits
  • Insurance Intermediaries Qualifying Examination (IIQE) Papers 1, 3 and 4 required
  • Full proficiency in English, Cantonese and Putonghua

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued. 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).

Benefits
  • 5‑day work
  • attractive salary
  • MPF
  • group life
  • group medical insurance
  • excellent career development opportunities

Job Category: Sales - Client Relationship Management

Posting End Date: 29/11/2026

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 There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers.

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