Senior Officer, High Net Worth Operations & Customer Service
Sun Life
Tsim Sha Tsui, Kowloon

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills.

Follow a path that lets your talents shine.

Job Description :

  • Ensure effective process efficiency, policy insurance & renewal, client relations, and claims administration of cases and undertake other dutiesas may be required.
  • Obtain sufficient information and documentation from clients to review deals
  • Maintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationships
  • Use appropriate tact and interpersonal skill to collect financial, personal and health-related information from High Net Worth Clients that may be considered sensitive

    Review all applications involving a wide variety of insurance needs and unique personal circumstances of the client, to ensure that clear and necessary information is provided

    Job Requirements

  • University Degree holder
  • 2 years of relevant experience in High Net Worth market and Universal Life Case Management
  • Team-player, proactive with strong problem solving skills
  • Client-centric who understands the needs and risks of High Net Worth clients across Agency, Financial Intermediaries and HNW teams
  • Fluent in both written and spoken Chinese and English
  • 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.

    Job Category :

    Customer Service / Operations

    Posting End Date :

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