HNW consultant - Int'l Insurance Brokerage (HK & SG)

Posted 26 May 2025
Salary HKD40000 - HKD80000 per month
LocationHong Kong
Job type Permanent
Discipline Insurance & Insuretech
ReferenceBH-2462

Job description

Join a leading international insurance brokerage specializing in Ultra High Net Worth (UHNW) solutions. We are seeking experienced HNW Consultants with exceptional communication skills to drive business growth, provide expert advisory services, and deliver tailored insurance solutions to affluent clients.

Key Responsibilities

  • Develop and execute strategies to expand the UHNW client portfolio
  • Partner with private bankers to present UHNW insurance solutions to their clients
  • Provide expert advice on insurance and wealth management tailored to UHNW individuals
  • Build and maintain strong relationships with clients, partners, and stakeholders
  • Conduct market research and analysis to identify emerging trends and business opportunities
  • Stay updated on industry regulations and best practices to ensure compliance
Who We’re Looking For
  • Minimum 5 years of experience in banking, wealth management, or related sectors
  • Candidates with backgrounds in tax, accounting, or law are encouraged to apply
  • Proven experience in life insurance product sales within private banking or retail banking in Hong Kong
  • Strong business acumen with a deep understanding of UHNW client needs
  • Exceptional communication skills, highly presentable, and confident in client interactions
  • Fluent in Mandarin and English
  • Familiarity with Universal Life products or family trust solutions is an advantage
  • Ability to develop strategic partnerships and drive business growth
Interested parties please apply directly for the application process. For a confidential discussion on this role or to explore more opportunities in the market, please contact Alvin Tang at +852 3901 8730 or via atang@captarpartners.com to schedule a meeting.