# Lead High-Net-Worth (HNW) Specialist

**Company**: Sun Life
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://sunlife.wd3.myworkdayjobs.com/en-US/Experienced-Jobs/job/Hunghom-Kowloon-Hong-Kong/Director--High-Net-Worth-Client-Professional-Support_JR00126909?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7697f5d8-f70

## Description

You will serve as the lead High-Net-Worth (HNW) specialist, providing expert advisory support on complex wealth planning and insurance solutions for HNW clients.

Your responsibilities will include:

- Leading the design and execution of complex HNW client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning.

- Acting as the subject matter expert for HNW advisory, providing technical guidance and thought leadership on wealth structuring and legacy planning.

- Supporting and developing HNW capabilities across the organization through coaching, case consultation, training, and knowledge-sharing initiatives.

- Collaborating with internal and external stakeholders to develop differentiated HNW propositions and strengthen strategic partnerships with professional service providers.

- Monitoring market trends, regulatory developments, and emerging client needs to provide insights that support business strategy and proposition enhancement.

- Partnering with distribution leaders and advisors to support client acquisition, relationship deepening, and achievement of HNW business growth objectives.

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.

- 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.

Benefits:

- 5-day workweek

- Attractive salary

- MPF

- Group life and group medical insurance

- Excellent career development opportunities

## Skills

### Required
- wealth planning
- insurance solutions
- taxation
- law
- trust structures
- cross-border planning
- financial analysis
- communication
- stakeholder engagement
- research
- analytical skills
- English
- Cantonese
- Mandarin

---

Source: [Apply at sunlife.wd3.myworkdayjobs.com](https://sunlife.wd3.myworkdayjobs.com/en-US/Experienced-Jobs/job/Hunghom-Kowloon-Hong-Kong/Director--High-Net-Worth-Client-Professional-Support_JR00126909?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)