Private Wealth Sales Manager (HNW Sector)

Posted 21 August 2023
Salary HKD40000 - HKD60000 per month, Benefits: High basic high incentive
Locationinsurance, banking, brokers, family office, financial service, business development
Job type Permanent
Discipline Financial Services, Insurance & Insuretech
ReferenceBH-1620

Job description

Our client is a reputable insurance broker with a focus in the Hong Kong, China markets. With their focus in the insurance business for the High net worth customer segment, they are keen to recruit high caliber(s) who are sales-driven and eager to unleash the high potential earning from the wealth planning market. Interested parties who are from professional area in related to financial service, sales oriented and eager to earn for a high income are desired. 

Job nature:
  • To work close with business leaders to cultivate the high-net-worth insurance sector in Hong Kong and China. 
  • To provide professional advisory solution in insurance and wealth planning for individuals and family 
  • To work close with bank partners to engage customers. 
Requirement and 
  • 6-10 years of working experience in financial institutions,
  • Education background in legal, accounting, taxes, or wealth planning area.  
  • IIQE Paper 1,2 (Good to have if ready)
  • Excellent communication skills in Mandarin, English is a must. 
  • Proactive, team playing, working along with teammates to achieve business goals together.  
  • Innovative and sound problem-solving skills 
Interested parties please click 'apply now' and send your updated resume with your current salary, expected salary, and notice period in your application. Alternatively, you can contact Alvin Tang at +852 3653 5246 or via atang@captarpartners.com to schedule a meeting for a confidential discussion to find out more opportunities in the market.
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