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Sun Life

Global financial services for insurance, investments

Senior Officer - Client Management

Account ManagementConfirmed live in the last 24 hours
Full-timeKowloon, Hong KongNo salary listedIn-person

About the Job

Requirements

  • Strong client relationship management and stakeholder engagement skills.
  • A proactive approach with strong risk awareness.
  • Excellent presentation, communication, and facilitation skills.
  • Solid project management and coordination capabilities.
  • A bachelor's degree in Finance, Business Administration, or a related discipline.
  • A minimum of 3–5 years of experience in MPF, pension, or employee benefits.
  • Insurance Intermediaries Qualifying Examination (IIQE) Papers 1, 3, and 4 are required.
  • Full proficiency in English, Cantonese, and Putonghua.

Responsibilities

  • Manage and develop a portfolio of MPF employer accounts.
  • Build trusted relationships with employer human resources contacts and senior management.
  • Identify and pursue cross-selling and business development opportunities.
  • Drive client retention through proactive account monitoring and engagement.
  • Support clients on eMPF platform operations and related matters.
  • Deliver professional presentations and facilitate client discussions and engagement activities.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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