Senior Officer, Client Management

Sun Life Financial, Inc.; Hong Kong; Presencial; HKD 420.000 - 700.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

5-day work week

MPF

Group life insurance

Group medical insurance

Career development opportunities

Descripción de la vacante

Sun Life Financial, Inc. in Hong Kong seeks a Relationship Manager to lead MPF client management and maintain strong relationships with employer accounts. You will drive retention, member engagement and business growth while supporting MPF and eMPF operations.

Responsibilities include managing a portfolio, cross-selling opportunities, presenting to clients and coordinating with HR and senior leaders. Fluency in English, Cantonese and Putonghua is essential.

Formación

• 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.
• IIQE Papers 1, 3 and 4 required.
• Full proficiency in English, Cantonese and Putonghua.

Responsabilidades

• 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

Conocimientos

Relationship management

Risk awareness

Presentation skills

Communication

Project management

Educación

Bachelor's degree in Finance or Business Administration

Descripción del empleo

• Proactive approach with strong risk awareness
• Papers 1, 3 and 4 required
• Full proficiency in Eng, Cantonese and Putonghua

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 Requirement

• 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).

Job Category

Sales - Client Relationship Management

Posting End Date

29/11/2026