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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Role Summary

To take advantage of the growth of High Net Worth (HNW) clients and families globally, one of Sun Life strategic priorities has been to develop an Hu BS HNW Proposition, and build a leading HNW Global Hu BS business.

There is significant service, support and alignment needs across the 3 HNW entities in Hong Kong, Singapore and Bermuda. This role is to organize, administer and coordinate the businesses, events, calendars and developments across the business locations.

Job Responsibilities

Business Planning and Support

• Support for Hu BS strategic forums and business reviews including agenda and content preparation (e.g. distribution strategy, sales/profitability etc.)

• Develop plan and support execution of regular product training across Hu BS

Measurement and Tracking

• Partner with BU finance team to analyze/present sales/profitability numbers for business review meetings

• Monitor Hu BS broker sales performance and track progress of loyalty programs

Communications

• Partner with Distribution heads to create consistent content for broker events and other external communication from Hu BS

• Lead process for coordination and communication of changes to forms, processes, and guidelines internally and externally

Event Planning and Logistics

• Organize and manage shared HNW Distribution event calendar

• Support planning and logistics for shared HNW distribution events across Hu BS locations (Hong Kong, Singapore, and Bermuda)

• Track and report HNW distribution event expenditures across Hu BS

Job Requirement

• Degree holder in Bachelor of Arts or Bachelor of Science

• Possess at least 8 years' relevant experience in Broker/ HNW/ Sales and Sales Support/communication/marketing or events

• Excellent command in both written and spoken English and Chinese

• Proactive with strong client mindset, passionate to drive and deliver the results with creativity in a concise and accurate manner

• Independent with excellent problem solving and collaboration skills

• Excellent communication, influencing and presentation skills

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 - Distribution Support
Posting End Date:
28/11/2024