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

Ethos BeathChapman; Hong Kong; On-site; HKD 350,000 - 550,000; Full time

Job summary

BeathChapman Pte Ltd, on behalf of our client, a leading international life insurance brokerage, seeks an Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions to HNW and UHNW clients.

In a client-facing role, you will identify opportunities, provide expert advice, and manage the end-to-end client journey, building strong internal stakeholder relationships while ensuring compliance with regulatory standards.

Qualifications

• Bachelor's degree with 5 years of experience in insurance or financial services.
• Prior life insurance sales or bancassurance experience preferred.
• Strong sales, relationship management, and communication skills.
• Able to work independently while collaborating with stakeholders.

Responsibilities

• Provide tailored life insurance solutions based on clients' financial goals and protection needs.
• Partner with Private Bankers & Relationship Managers to identify 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

Sales

Relationship management

Communication skills

Independent work

Education

Bachelor's degree

Job description

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