Area Director, Affluent Segment

Why Join Sun Life Vietnam?

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

About the Role

Lead the development and execution of Sun Life’s Affluent and Emerging Wealth strategy within ACB. Drive sustainable growth by building affluent penetration, strengthening banker capability, developing client value propositions, and embedding insurance as a core component of ACB’s wealth management ecosystem. The role is accountable for delivering business growth, building affluent sales capability, and establishing scalable best practices that support the ambition of creating Vietnam’s Best-in-Class Bancassurance Model.

Responsibilities

Drive Affluent Business Growth & Penetration

• Lead execution of AFF strategy across assigned regions and branches.
• Deliver AFYP, case count, penetration and productivity targets for affluent segment.
• Identify growth opportunities from Priority, Wealth and Emerging Affluent customer bases.
• Build and implement localized business plans to accelerate affluent customer acquisition and conversion.
• Monitor business performance and implement corrective actions to achieve growth objectives.

Build Affluent Sales Capability

• Coach Privilege Relationship Managers (PRM), Priority Bankers and IOIS on affluent customer engagement.
• Develop consultative selling capabilities focused on wealth protection, legacy planning, retirement and succession planning.
• Ensure consistent execution of affluent sales process and customer journey.
• Identify capability gaps and recommend training interventions.

Partner with ACB Wealth & Retail Banking Teams

• Establish strong partnerships with Regional Directors, Area Managers, Priority Banking Leaders and Branch Directors.
• Position Sun Life as a strategic contributor to ACB’s wealth proposition.
• Support integration of insurance solutions into customer portfolio reviews and wealth conversations.
• Collaborate on joint business plans and strategic initiatives.

Develop Client Value Proposition (CVP) Execution

• Execute affluent-focused campaigns, customer events, seminars and wealth engagement activities.
• Gather customer and banker insights to continuously improve CVP.
• Support rollout of new affluent propositions and wealth initiatives.
• Drive adoption of approved customer engagement models.

Sales Governance & Performance Management

• Monitor sales quality, compliance and customer outcomes.
• Ensure all sales activities align with regulatory and company requirements.
• Track key business metrics and proactively manage risks.
• Drive disciplined execution through robust activity management.

Build Scalable Affluent Model & Best Practices

• Identify successful practices and replicate across regions.
• Support pilot initiatives and transformation programs related to affluent distribution.
• Provide market intelligence and competitor insights.
• Contribute to long-term bancassurance and wealth strategy development.

Qualifications

• Bachelor’s Degree in Banking, Finance, Economics, Business Administration or related disciplines.
• Minimum 7 years of experience in banking, insurance, wealth management or financial services.
• Minimum 3 years of leadership experience managing sales teams or business development functions.
• Demonstrated track record of delivering business growth in affluent or wealth segments.

Required Skills

• Strong understanding of Affluent / Wealth Banking business models.
• Knowledge of investment, protection, retirement and legacy planning solutions.
• Strategic business planning and execution capability.
• Stakeholder management across multiple seniority levels.
• Strong coaching and capability development skills.
• Data-driven performance management.
• Ability to leverage AI and digital tools to improve productivity, business insights and