Managing Director/Exec. Director/Director/Wealth Advisor, Private Wealth Mgmt.

Chubb Life Insurance Hong Kong Limited; Hong Kong; Sur place; HKD 800 000 - 1 800 000; Plein temps

Résumé du poste

Chubb Life Insurance Hong Kong Limited is seeking experienced professionals to join our Private Wealth Management team in a highly client-facing capacity. The role focuses on acquiring, advising and growing relationships with High-Net-Worth clients while delivering comprehensive wealth and insurance solutions.

Senior candidates (MD/ED level) will have the opportunity to build and lead their own team of advisors.

Qualifications

• Holders of insurer and investment knowledge where applicable; CPD/CPT compliance as required.
• Experience with Private market investments is an advantage.

Responsabilités

• Proactively develop new business and grow your personal client portfolio through networking and client acquisition.
• Deliver tailored wealth advisory and insurance solutions based on clients' financial needs and risk profiles.
• Build and maintain long-term trusted relationships through exceptional service and regular engagement.
• Achieve sales goals and drive revenue growth.
• Ensure all activities comply with company policies and local regulatory standards.

Connaissances

Client acquisition

Relationship management

Sales momentum

Interpersonal communication

Entrepreneurial mindset

Description du poste

We are seeking experienced professionals to join our Private Wealth Management team in a highly client-facing capacity. The role focuses on acquiring, advising and growing relationships with High-Net-Worth clients while delivering comprehensive wealth and insurance solutions. Senior candidates (MD/ED level) will have the opportunity to build and lead their own team of advisors.

Key Responsibilities

Proactively develop new business and grow your personal client portfolio through networking, client acquisition, and deepening relationships with HNW, corporate and retail clients.

Deliver tailored wealth advisory and insurance solutions based on in-depth analysis of clients’ financial needs and risk profiles.

Build and maintain long-term trusted relationships through exceptional service and regular engagement.

Achieve sales goal and drive revenue growth.

Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards.

Job Requirements

Holder of relevant insurance and investment licenses and compliance with related CPD and CPT requirement.

Familiar with Insurance and Investment product knowledge; Experience in Private market is an advantage.

Own client network to convert into business case from start;

Strong sales momentum and self-driven with entrepreneurial mindset;

Excellent interpersonal & communication skills;

Self-motivated

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Chubb Life is the international life insurance division of Chubb. Primarily focused on Asia, Chubb Life provides protection and savings-oriented life insurance products to individuals and groups. Chubb Life serves the needs of consumers through a variety of distribution channels, including primarily captive agents, but also through banks, retailers, brokers, independent agents and direct marketing. Chubb Life operates in Hong Kong SAR, Indonesia, Korea, New Zealand, Taiwan, Thailand, Vietnam, and Latin America. In mainland China, we participate in a joint venture with majority ownership of Huatai Life.

Chubb Life is the international life insurance division of Chubb. Primarily focused on Asia, Chubb Life provides protection and savings-oriented life insurance products to individuals and groups. Chubb Life serves the needs of consumers through a variety of distribution channels, including primarily captive agents, but also through banks, retailers, brokers, independent agents and direct marketing. Chubb Life operates in Hong Kong SAR, Indonesia, Korea, New Zealand, Taiwan, Thailand, Vietnam, and Latin America. In mainland China, we participate in a joint venture with majority ownership of Huatai Life.