Insurance Specialist - Private Bank (Open to Insurance Broker)

Selby Jennings

  • Central and Western District, Hong Kong
  • $40,000-55,000 per month
  • Permanent
  • Full-time
  • 1 month ago
My client is extending an invitation to a junior insurance professional to elevate their career in Private Bank. Our client, a top Chinese Private Bank, is seeking an individual to join their product management team.Job Description:
  • Act as an insurance product expert to provide consultation services on various types of insurance products.
  • Using insurance or trust product to provide wealth planning solutions to high net worth and corporate clients.
  • Attend to client inquiries regarding insurance product and provide supporting to both existing and prospects clients.
  • Prepare presentation and promote wealth planning and insurance products to internal stakeholders.
Qualifications & Skills Required:
  • A bachelor's degree or higher in Finance, Economics, or a related field.
  • A minimum of 3 years of insurance product development experience, preferably at a private bank/ insurance brokerage.
  • Qualified CFP/FLMI/CPA/FRM is preferred.
  • Strong client facing experience.
  • Excellent command of spoken and written Chinese and English, including Putonghua.

Selby Jennings