Director, HNW/International Wealth Structuring, Relationship & Business Development
Director, HNW/International Wealth Structuring, Relationship & Business Development Apply locations: Sun Life Hong Kong - Sun Life Tower
Time type: Full time
Posted on: Posted 2 Days Ago
Job Description: Working with the Chief Partnership Officer, Brokerage, this role is responsible for supporting the holistic High Net Worth strategy and development across the proposition. By doing this, bring in HNW sales to help Sun Life Hong Kong hit the key success measures of Income, VNB, and Client.
Also being knowledgeable and supportive with business to leverage, collaborate and expand this business working as a team with Sun Life Bermuda and Sun Life Singapore.
The Director, HNW/International Wealth Structuring, Relationship & Business Development has the following key roles and purposes:
Bring in HNW sales across HNW Brokers Bring in and manage key HNW relationships Expand our reach and breadth of HNW relationships across HNW Brokers Support the development and expertise in Wealth Structuring at Sun Life Hong Kong and with the various channels Drive and support the Alternative Learning and Development in HNW Sales, training and Wealth Structuring Work and partner with other businesses Also, the role will help with:
Support and drive HNW Alternative Sales and Training Private Bank approvals including all paperwork and processes Trust, PIC, Corporate and Insurable Interest Structuring New Partnership opportunities with brokers, banks, and wealth structuring firms Collating HNW market and competitor info Launch HNW initiatives and partnerships Double Taxation Agreements management You would be able to think on your feet, and work with senior members of internal and external teams (often Legal and Compliance) to reach positive solutions and outcomes, while always protecting Sun Life.
Key is to help SLHK HNW to meet and exceed Sales Target, drive in an extra AFYP in 2025, and find business and partnership opportunities.
Accountabilities: Relationship Management – Build and develop strong and strategic relationships with HNW and Ultra-HNW Partners (e.g., HNW Brokers, Private Banks, Trusts, Lawyers, EAM's, IAM, Private Equity) to enhance SLHK ability at HNW Distribution and help deliver the HNW Sales Target. HUBS Partnership and Development – Expand the collaboration, teamwork, and sharing so HUBS win more business, relationships, and leverage opportunities. HNW strategy and key initiatives – Provide strong drive and ownership to HNW initiatives internally and externally, work closely between front and back office to ensure effective implementation (e.g., Trust and Structuring initiatives, Difficult and Complex Broker cases, solving issues on payments and commission, etc.). HNW Risk Management, Compliance, Legal and Regulatory Support – Ensure Sun Life and the HNW team is protected at all times. Work in partnership with HNW Case Management/Ops and HNW Underwriting to provide excellent service to internal and external clients. Requirements & Qualifications: 10+ years of HNW and Ultra HNW Sales and Wealth Structuring experience University (BA) or (BS) HNW Expert HNW Ops/Case Management Experience Ability to win HNW Bank Deals and Relationships Strong Risk/Compliance knowledge Clear evidence of appropriate skill and competencies and appropriate insurance qualification The Characteristics We Are Looking For: Confidence: Is self-assured, confident and assertive, without being arrogant or condescending. Will speak up on matters they disagree with, but in a manner that does not offend. Conveys maturity, professionalism, experience and competency in a role. Pro-Activity: Can anticipate the needs of the customer and the work environment. Does not wait to be told or instructed. Searches out opportunities to help others in the team. Service Driven: Delivers on promises. Meets goals and targets first time every time. Passionate for delivering better than the standards expected – both timeline and quality. Innovation and Creativity: Always seeking better ways to do things. A 'free thinker'. Always prepared to step outside of normal comfort zone, try new things, to take on new challenges and to challenge others. Competency: Quick to grasp. Needs minimal supervision. Can be trusted to do things correctly. Communication: Excellent comprehension and ability in English – spoken and written. Perfect Mandarin and Cantonese. Job Category: Sales - Client Relationship Management
Posting End Date: 27/02/2025
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