Private Wealth MD: Build & Lead HNW Client Relationships

Chubb Life Insurance Hong Kong Limited; Hong Kong; On-site; HKD 800,000 - 1,800,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client acquisition

Relationship management

Sales momentum

Interpersonal communication

Entrepreneurial mindset

Job description

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.