Job description
Our client is a leading international brokerage firm in Hong Kong, specializing in tailored solutions for ultra-high-net-worth (UHNW) individuals. They are seeking experienced High-Net-Worth (HNW) Consultants to partner with private bankers in delivering premium UHNW insurance and wealth preservation strategies.
Key Responsibilities
Interested parties, please click 'apply now'. Alternatively, for a confidential discussion about this role or to find out more opportunities in the market, don't hesitate to get in touch with Alvin Tang at +852 39018730 to schedule a meeting.
Key Responsibilities
- Develop targeted strategies to expand the UHNW client portfolio through referrals from private banking networks.
- Collaborate with private bankers to pitch customized UHNW insurance solutions.
- Provide expert advice on life insurance, wealth management products, and family trusts for UHNW clients.
- Negotiate complex insurance placements with global insurers to secure optimal terms.
- 5-8+ years of professional experience in private banking, private wealth management, or professional services (e.g., tax, law, accounting).
- Proven track record in life insurance sales within Hong Kong's private or semi-private banking sectors (essential).
- Demonstrated HNW sales experience in China or the Asia-Pacific region.
- Deep understanding of UHNW client needs and preferences.
- Fluency in Mandarin, English, and Cantonese.
- Strong strategic networking skills and polished presentation abilities for high-profile clients.
- Competitive base salary with a highly attractive total compensation package.
- Opportunity to work with a reputable international brokerage serving UHNW clients.
- Dynamic role partnering with top private banks in Hong Kong's wealth ecosystem.
Interested parties, please click 'apply now'. Alternatively, for a confidential discussion about this role or to find out more opportunities in the market, don't hesitate to get in touch with Alvin Tang at +852 39018730 to schedule a meeting.
