Insurance Broker, High-Net-Worth Insurance & Wealth Solutions

About the role Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs.   In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space.   Key Responsibilities - Provide tailored life insurance solutions based on clients' financial goals and protection needs. - Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities. - Participate in joint client meetings and proactively follow up on referrals and leads. - Build strong relationships with internal stakeholders to drive collaboration and business growth. - Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.  Skills and Requirements - Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services. - Prior experience in life insurance sales or bancassurance is highly preferred. - Strong sales, relationship management, and communication skills. - Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders. CW Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112

• Account Manager, Insurance Broker, 65k

  Michael Page · Hong Kong SAR

• Team Lead, Insurance Broker Channel Operations - Hang Seng Insurance - Hang Seng Bank (HK)

  Hang Seng Bank · Kowloon, Hong Kong SAR