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Sun Life Hong Kong

Director, High Net Worth Client Professional Support

Hunghom, Kowloon, Hong KongFinance

About the role

FinEx AI summary

Leads HNW advisory support, providing expert guidance on complex wealth planning and insurance solutions for high-net-worth clients. Partners with distribution teams, advisors and external professionals to structure sophisticated solutions and drive growth. Develops HNW capabilities through coaching, case consultation and training.

Core skills

wealth planninginsurance solutionssuccession planningtrust structurestaxationcross-border planning

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