Director, HNW Wealth Structuring & Business Development
Director, HNW Wealth Structuring & Business Development
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:
Role Summary
Working with the High Net Worth Relationship and Business Management HNW Team Leader this role is responsible for a supporting the holistic High Net Worth strategy and development across the proposition. By doing this this person brings in HNW sales to help SLHK hit the key success measures of Income VNB and Client. Maintaining existing cornerstone broker partners relationship expanding into new Alternative Distribution eg Family Offices and new Areas eg Middle East is key.
Job Responsibilities
a) Relationship Management and HNW business development
Build and develop strong and strategic relationships with HNW and Ultra- HNW Partners (eg HNW Brokers Private Banks Trusts Lawyers EAMs IAM Private Equity) to enhance SLHK ability at HNW Distribution and help deliver the HNW Sales Target.
Working in partnership with HNW Case Management/Ops and HNW Underwriting to give excellent service to internal and external clients
Build alternative distribution and bring new HNW sales ideas to the table
Expand the business in Asia and Middle East
Expand the business in Family Offices
b) HNW product and training support
Drive the HNW products and marketing support in development implementation and ongoing refinement and gather important MI.
Provide HNW training and Wealth Structuring support across channels as per HNW roadmap
c) HNW strategy and key initiatives
Act with client lens to improve ease of doing business
HNW Risk Management Compliance Legal and Regulatory Support make sure Sun Life and the HNW team is protected at all time
Job Requirements:
University Degree holder in Bachelor of Arts or Science
Posses at least 15 years of HNW and Ultra HNW Sales and Wealth Structuring experience ability to win HNW Bank deals and relationship
Proven experience in HNW Ops/Case Management
Strategic thinker high agility and able to build relationship with partners
Excellent communications in both spoken and written English candidates with language proficiency in Cantonese or Mandarin would be a plus
Excellent presentation skills and strong client focus mindset
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 ManagementPosting End Date:
29/09/2025Required Experience:
Director
Employment Type
Full-Time
