Full-time
HNW Insurance Consultant (Banking/Wealth Background Preferred) - HK/SG
Posted by Captar Partners • Hong Kong, Hong Kong, Hong Kong
About the Role
Intl brokerage seeks HNW Consultants for UHNW solutions. 5+ yrs banking/wealth/professional exp. Partner w/ private bankers. Mandarin/Eng req'd.
Key Responsibilities
Develop strategies to grow UHNW client portfolio via referrals. Partner with private bankers to pitch tailored UHNW insurance. Advise on life insurance, wealth mgmt, family trusts for UHNW. Negotiate complex placements with global insurers. Build relationships with clients, advisors, stakeholders. Research trends; ensure HK IA compliance. Drive Universal Life product sales. Who We’re Looking For
5+ yrs in banking, private wealth, or professional services (tax/law/accounting). Proven life insurance sales in HK private/retail banking. HNW sales exp from related businesses welcome. Deep UHNW needs understanding; Fluent Mandarin/English/Cantonese. Strategic networker; polished client presenter.
Key Responsibilities
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