Save Job Back to Search Job Description Summary Similar JobsLicensed person for the insurance brokerFamiliar with wealth legacy planningAbout Our ClientGlobal life insurance brokerage specializing in wealth preservation, succession planning, and cross-border advisory services for families.Job DescriptionMarket leadership & Commercial OwnershipUHNW Client Origination & Strategic RelationshipsServe as senior relationship owner for key UHNW clients.Build relationships across private banks, family offices, EAMs, and trusteesStructure sophisticated insurance solutions, including:Wealth preservation and legacy planningPremium financing solutionUniversal life / investment-linked productsTrust and cross-border structuresRegulatory Accountability & Corporate GovernanceOperational Excellence & Platform BuildOversee full Taiwan operations (sales, servicing, underwriting coordination).Build scalable processes and reporting frameworksEnsure quality in documentation, compliance, and underwriting.Drive continuous improvement in efficiency and client experienceTalent Strategy & Organisation BuildingBuild and lead a high-performing UHNW advisory teamEnsure licensing and regulatory training compliance.The Successful ApplicantPossess at least twelve (12) years of experience in insurance, brokerage, wealth management, or related financial services, including at least five (5) years within an insurance company, insurance cooperative, insurance broker company, insurance agent company, insurance surveyor company, or bancassurance business unit, with a demonstrated track record of strong performance and compliance with applicable regulatory requirements. In addition,Possess at least five (5) years of experience serving as a licensed signatory for an insurance broker or insurance agent, or hold equivalent relevant qualifications, and at least eight (8) years of senior leadership or business management experience.Demonstrated success in managing or contributing to a significant ultra-high-net-worth (UHNW) client portfolio, such as annual premiums of at least USD 5 million or an equivalent book of business.Proven ability to originate, structure, and successfully execute large and complex transactions for ultra-high-net-worth (UHNW) clients.What's on OfferGood culture in a growing businessContactHayley LawQuote job refJN-072026-7063708Phone number+85225306116Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationHong KongJob Type:PermanentConsultant nameHayley LawConsultant phone+85225306116Job ReferenceJN-072026-7063708