Insurance Broker, High-Net-Worth Insurance & Wealth Solutions

Ethos BeathChapman; Hong Kong; Presencial; HKD 420 000 - 700 000; Tempo integral

Resumo da oferta

Ethos BeathChapman seeks a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions for HNW and UHNW clients in Hong Kong. You will manage the end-to-end client journey and provide expert advice to support wealth preservation and legacy planning.

The role requires a Bachelor's degree with 5 years in insurance or wealth services, plus strong sales, relationship management, and communication skills.

Qualificações

• Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services.
• Prior experience in life insurance sales or bancassurance is highly preferred.
• Strong sales, relationship management, and communication skills.
• Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders.

Responsabilidades

• Provide tailored life insurance solutions based on clients' financial goals and protection needs.
• Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities.
• Participate in joint client meetings and proactively follow up on referrals and leads.
• Build strong relationships with internal stakeholders to drive collaboration and business growth.
• Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.

Conhecimentos

Sales skills

Relationship management

Communication

Independence

Collaboration

Formação académica

Bachelor's degree

Descrição da oferta de emprego

About the role

Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs. In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space.

Key Responsibilities

• Provide tailored life insurance solutions based on clients' financial goals and protection needs.
• Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities.
• Participate in joint client meetings and proactively follow up on referrals and leads.
• Build strong relationships with internal stakeholders to drive collaboration and business growth.
• Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.

Skills and Requirements

• Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services.
• Prior experience in life insurance sales or bancassurance is highly preferred.
• Strong sales, relationship management, and communication skills.
• Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112