Job description

Leading Regional Private Bank
Great Working Culture
Great Remuneration Package

Company Overview
This leading Reional Private Bank is looking for an experienced Insurance Specialist to join their team following strong growth across Asia-Pacific. Reporting directly to the Head of Wealth Planning, you will deliver custom insurance solutions to High-Net-Worth clients and family offices. The bank offers an attractive salary, great incentives, and an excellent team culture.

Job Scope
As the Director, Insurance Specialist, your primary mandates will entail:

Delivering distinguished, bespoke liquidity, wealth preservation, and advisory services to UHNW clients and family offices.
Partnering synergistically with Senior Private Bankers and Managing Directors to articulate sophisticated life insurance and wealth preservation concepts.
Structuring, executing, and managing complex Universal Life, Whole Life, Indexed Universal Life, and Key Person insurance strategies tailored to clients’ estate structures.
Conducting rigorous portfolio audits and policy reviews to evaluate appropriateness, solvency, performance, and strategic alignment with house views.
Spearheading strategic relationships with premier global insurance brokers, reinsurers, and product underwriters to negotiate bespoke solution architectures.
Organizing high-touch technical briefings, client seminars, and internal masterclasses to elevate institutional knowledge across relationship management teams.
Upholding stringent regulatory, fiduciary, and internal governance frameworks, ensuring flawless adherence to cross-border mandates and local statutory standards.

Requirements

Holds a Bachelor’s or Master’s degree in Law, Finance, Economics, or related disciplines; professional designations (e.g., CFP, CLU, TEP, CFA) are highly regarded.
A minimum of 10 to 12 years of distinguished practice within Private Banking, Family Office Advisory, or High-Net-Worth Insurance Brokerage.
Profound technical expertise in complex estate planning, offshore trust structures, premium financing mechanisms, and cross-border tax considerations.
Exceptional strategic acumen paired with refined client-facing prowess, polished negotiation skills, and exemplary gravitas.
Demonstrated track record of collaborating effectively with senior relationship managers to originate and execute high-value mandates.
Impeccable command of refined English and Mandarin (both written and spoken to a native standard) to articulate intricate financial concepts seamlessly.

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3901 8731 for confidential discussion about it, we are always happy to help.