HNW Insurance Consultant (Banking/Wealth Background Preferred) - HK/SG

Intl brokerage seeks HNW Consultants for UHNW solutions. 5+ yrs banking/wealth/professional exp. Partner w/ private bankers. Mandarin/Eng req'd. 

Key Responsibilities

• Develop strategies to grow UHNW client portfolio via referrals.
• Partner with private bankers to pitch tailored UHNW insurance.
• Advise on life insurance, wealth mgmt, family trusts for UHNW.
• Negotiate complex placements with global insurers.
• Build relationships with clients, advisors, stakeholders.
• Research trends; ensure HK IA compliance.
• Drive Universal Life product sales.

Who We’re Looking For

• 5+ yrs in banking, private wealth, or professional services (tax/law/accounting).
• Proven life insurance sales in HK private/retail banking.
• HNW sales exp from related businesses welcome.
• Deep UHNW needs understanding;
• Fluent Mandarin/English/Cantonese.
• Strategic networker; polished client presenter.

Job Highlights
Interested parties please apply directly. Confidential chat: Alvin Tang, +852 3901 8730, atang@captarpartners.com.
More: https://www.linkedin.com/company/captar-partners/jobs