Insurance Brokerage CEO: Strategy, Growth & Governance

Youxfort Holdings Group Limited; Hong Kong; On-site; HKD 4,000,000 - 8,000,000; Full time

Job summary

Youxfort Holdings Group Limited in Hong Kong seeks a CEO with hands-on experience leading IFA and licensed broker teams to own strategy, growth and governance for the next business stage.

Set and execute medium- and long-term strategy, annual plans and budgets with accountability for revenue, profit and team productivity. Build and lead the IFA/insurance broker force, recruit and develop top advisers, and optimise product mix and commission structures.

Qualifications

• Bachelor’s degree or above; MBA preferred.
• At least 10 years in financial services, including at least 5 years in a senior management role with P&L responsibility.
• Proven experience leading an IFA or insurance broker team with verifiable figures on size, productivity and retention.
• Sound knowledge of the Hong Kong insurance broker regime, fit‑and‑proper criteria, licensing, client-money handling and sales-conduct requirements.
• Fluent English and Chinese (Cantonese or Mandarin).
• Current or former Insurance Authority licence, or eligibility to act as a Responsible Officer (IIQE papers passed).
• Channel-management experience in long‑term business (life, critical illness, medical).
• Experience with cross‑border or high‑net‑worth clients.

Responsibilities

• Set and execute medium- and long‑term strategy, the annual business plan and the budget, with accountability for revenue, profit and team productivity.
• Build and lead the IFA / insurance broker force, including recruitment, retention, grading and performance systems, and improve productivity per adviser and persistency.
• Establish and maintain relationships with major insurers, and optimise the product mix, commission structure and business support.
• Oversee the corporate governance, risk and compliance framework so that the business meets the Insurance Ordinance, the Code of Conduct for Licensed Insurance Brokers and relevant Insurance Authority guidelines.
• Lead the management team and put in place a repeatable training, coaching and promotion system.
• Report operating results, material risks and regulatory matters to the Board.

Skills

Strategic thinking

Business development

Stakeholder management

Education

Bachelor’s degree or above

MBA (advantage)

Finance/Business/Insurance degree preferred

Job description

Youxfort Holdings Group Limited in Hong Kong seeks a CEO with hands-on experience leading IFA and licensed broker teams to own strategy, growth and governance for the next business stage.

Set and execute medium- and long-term strategy, annual plans and budgets with accountability for revenue, profit and team productivity. Build and lead the IFA/insurance broker force, recruit and develop top advisers, and optimise product mix and commission structures.