Save Job Back to Search Job Description Summary Similar JobsStable platform with a supportive and collaborative cultureRelationship‑driven environmentAbout Our ClientThe company is a well-established firm in the financial services industry, known for providing tailored solutions to its clients. With a strong presence in Hong Kong, the organization is committed to delivering exceptional service and innovative financial products.Job Description Key ResponsibilitiesPartner closely with Relationship Managers and frontline advisors to support insurance sales activities, providing product advisory and structuring support for high‑value client portfolios.Advise on complex insurance solutions, including protection, legacy planning, wealth preservation, and estate‑planning‑related policies.Support client engagements by preparing sales proposals, illustrations, benefit comparisons, and scenario‑based analyses for client discussions.Proactively identify insurance cross‑selling opportunities within client portfolios and contribute to overall revenue growth.Conduct product training sessions and sales support workshops for Relationship Managers, enhancing product knowledge and sales effectiveness.Work with insurers and internal product teams to structure competitive solutions for large or complex cases, including pricing discussions and underwriting coordination.Stay abreast of regional insurance market developments, regulatory changes, and product trends to support advisory‑led sales conversations.Collaborate with compliance and operations teams to ensure suitability, documentation accuracy, and adherence to regulatory requirements.Support marketing initiatives, client seminars, roadshows, and portfolio reviews as required.The Successful ApplicantDegree holder in any discipline; qualifications in insurance, finance, or related fields are preferred.Proven experience in insurance product sales, product advisory, or insurance‑focused roles within Private Banking, Wealth Management, or Financial Advisory environments.Strong knowledge of life insurance products, wealth planning solutions, and high‑net‑worth client needs.Sales‑oriented mindset with the ability to translate product features into client value.Strong presentation, communication, and stakeholder management skills.Professional insurance or financial planning certifications (e.g. CFP, RFP, or equivalent) are an advantage.Ability to work collaboratively with Relationship Managers, insurers, and internal stakeholders in a fast‑paced environment.What's on OfferCompetitive salaryAdditional performance-based bonusOpportunities to work in a professional and client-centric environment in Hong Kong.Comprehensive benefits package and career development support.ContactJane ThamQuote job refJN-042026-6992126Phone number+852 2848 4798Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Business ServicesLocationHong KongJob Type:PermanentConsultant nameJane ThamConsultant phone+852 2848 4798Job ReferenceJN-042026-6992126
