Wealth & Insurance Platform Product Manager
Leadingnation
Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.
Benefits offered by this job
Job summary
Leadingnation is looking for a senior wealth management specialist in Hong Kong to provide customized asset allocation and product recommendations, and to analyze and optimize client portfolios on our online platform.
You should have 7+ years in insurance/product management and 8–10 years in investment advisory, plus life insurance brokerage experience. IANG/QMAS/TTPS visa candidates are welcome; fluent English, Cantonese and Putonghua are highly valued.
Qualifications
- 7+ years of insurance/product management experience.
- 8-10 years experience in investment advisory service.
- Experience as an insurance broker with life insurance.
- IANG / QMAS / TTPS visa candidates are welcome.
Responsibilities
- Provide customized asset allocation and product recommendations.
- Analyze investment portfolios.
- Enhance and support wealth management product on online platform.
- Drive automation and digitalization initiatives for the platform.
- Diversify wealth management products not limited to insurance.
Skills
Job description
Leadingnation is looking for a senior wealth management specialist in Hong Kong to provide customized asset allocation and product recommendations, and to analyze and optimize client portfolios on our online platform.
You should have 7+ years in insurance/product management and 8–10 years in investment advisory, plus life insurance brokerage experience. IANG/QMAS/TTPS visa candidates are welcome; fluent English, Cantonese and Putonghua are highly valued.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
