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Manager, HNW & Case ManagementSun Life Hong Kong Ltd
Manager, HNW & Case ManagementSun Life Hong Kong Ltd
Job Highlights
  • High Net Worth Market
  • Experienced Calibre to Accept Challenges
  • Client-centric Mindset
Job Description

Job Responsibilities:

  • Obtain sufficient information and documentation from clients to review deals
  • Ensure effective processing of policy insurance & renewal, client relations, and claims administration of cases and undertake other duties (e.g. reinsurance administration) as required
  • Maintain high quality service standard to foster long lasting client relationships
  • Contribute to the continuous improvement of CRM systems, procedures and processes to ensure efficient and effective operations of the function
  • Ensure compliance with all guidelines, operational standards and procedures as well as relevant regulations and laws
  • Provide strong relationship management to build sales, support product and proposition development, strengthen High Net Worth Operations and support requisite training
  • Build a strong High Net Worth network internally and externally such as Financial Intermediaries and Agency channels
  • Plan and implement High Net Worth initiatives to meet the business objectives and performance

Job Requirements

  • A recognized university degree
  • 5 – 10 years of relevant experience in High Net Worth industry, with solid operations and case management experience
  • Ability to expand scope into other High Net Worth areas e.g. Private Placement Life Insurance, Variable Universal Life Insurance
  • Clear evidence of appropriate skills and competencies with relevant insurance qualification
  • Self-assured, confident and assertive
  • Independent, strong problem solver
  • Strong team player
  • Consultative and mature in handling complex situations diplomatically
  • Innovative and creative strategic thinker, proactive and client centric in anticipating the needs of the customer and the work environment
  • Strong communicator with excellent written and spoken English, Cantonese and Mandarin

Candidates with less experiences will be considered for the position of Manager.

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 used for recruitment purpose.) 

Additional Information
Years of Experience
5 years
Employment Type
Full Time, Permanent
Five-day work week, Life insurance, Medical insurance, Performance bonus
Company details

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2018, Sun Life Financial had total assets under management of CDN $951 billion. For more information please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.