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Director, High Net Worth Client Professional Support

Director, High Net Worth Client Professional Support

Sun Life of Canada (Philippines), Inc. Josephine Collado
Fresher
Not Disclosed
  • Posted 16 hours ago
  • Be among the first 10 applicants

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:

The incumbent serves as the lead High-Net-Worth (HNW) specialist, providing expert advisory support on complex wealth planning and insurance solutions for HNW clients. The role partners closely withdistributionteams,advisors,andexternalprofessionalstostructuresophisticatedclientsolutions,drivebusinessgrowth,enhanceHNWcapabilities,andstrengthenSunLife'smarketpositionintheHNWsegment.

Job Responsibilities

  • LeadthedesignandexecutionofcomplexHNWclientsolutionsinvolvingwealthpreservation,successionplanning,truststructures,taxation,andcross-borderplanning.

  • ActasthesubjectmatterexpertforHNWadvisory,providingtechnicalguidanceandthoughtleadershiponwealthstructuringandlegacyplanning.

  • SupportanddevelopHNWcapabilitiesacrosstheorganizationthroughcoaching,caseconsultation,training,andknowledge-sharinginitiatives.

  • CollaboratewithinternalandexternalstakeholderstodevelopdifferentiatedHNWpropositionsandstrengthenstrategicpartnershipswithprofessionalserviceproviders.

  • Monitormarkettrends,regulatorydevelopments,andemergingclientneedstoprovideinsightsthatsupportbusinessstrategyandpropositionenhancement.

  • Partnerwithdistributionleadersandadvisorstosupportclientacquisition,relationshipdeepening,andachievementofHNWbusinessgrowthobjectives.

Job Requirements

  • Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications.

  • At least 12 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:

19/11/2026

More Info

Key Skills

overseas taxation

trust structures

wealth planning

financial taxation

Hong Kong insurance market

overseas trust structures

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Skills:
Finance, Insurance, Law, financial taxation, overseas taxation or legal systems, Banking, overseas trust structures, Taxation