Wealth Insurance Advisor – HNW Client Growth

PeopleSearch Limited; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

PeopleSearch Limited invites applications for an Insurance Specialist to support retail banking clients in Hong Kong. You will build relationships with high-net-worth clients, conduct portfolio reviews, and provide tailored financial and insurance advice.

You will partner with Branch Relationship Managers to identify client needs, expand business opportunities, and develop wealth-management plans. Fluency in English and Chinese is required; Cantonese and Mandarin are needed for daily client

Qualifications

• At least 4 years' experience in banking or insurance, with a strong track record in financial planning.
• University degree
• IIQE Papers 1, 2, 3 and 5
• Strong client-facing sales, communication, and relationship-management skills
• Proficient in MS Office
• Fluent in written and spoken English and Chinese; Cantonese and Mandarin are required

Responsibilities

• Build and maintain strong relationships with high-net-worth clients and support portfolio growth
• Conduct regular portfolio reviews and provide tailored financial and insurance advice
• Deliver quality post-sales service and address client enquiries or issues promptly
• Partner with Branch Relationship Managers to identify client needs and expand business opportunities
• Collaborate with Branch and District Managers to develop and execute business plans and marketing initiatives for wealth-management clients
• Proactively acquire new clients and deepen relationships with existing customers
• Support branch teams to deliver a seamless client experience and achieve business objectives

Skills

Sales

Communication

Relationship management

Financial planning

Education

University degree

IIQE Papers 1, 2, 3 & 5

Tools

MS Office

Job description

PeopleSearch Limited invites applications for an Insurance Specialist to support retail banking clients in Hong Kong. You will build relationships with high-net-worth clients, conduct portfolio reviews, and provide tailored financial and insurance advice.

You will partner with Branch Relationship Managers to identify client needs, expand business opportunities, and develop wealth-management plans. Fluency in English and Chinese is required; Cantonese and Mandarin are needed for daily client