Current jobs related to HNW Client Management Lead - Hong Kong, Central and Western District - Randstad Hong Kong
-
Senior HNW Business Development Lead
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeAbout the RoleAs a Senior HNW Business Development Lead at Chubb Life, you will play a key part in developing business strategies to drive top-line growth. You will work closely with the Head of HNW Business Development to identify new opportunities and build relationships with international bank brokerage partners. Your focus will be on coaching and...
-
Senior Manager, HNW Underwriting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeJob Title: Senior Manager, HNW UnderwritingAt Prudential plc, we are committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We provide a platform for our people to excel and make an impact, supporting their career...
-
Case Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeJob Title: Case Manager - HNWAs a Case Manager - HNW, you will play a crucial role in ensuring the smooth and prompt processing of all HNW submissions assessed by the New Business Department.Key Responsibilities:Document Review: Checking of submitted documents to ensure completeness and accuracy.Case Management: Review pending cases and serve as the first...
-
Senior Manager, HNW Sales Strategy for Brokerage
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential, our mission is to serve as partners in every individual's journey and safeguard their futures. We foster a culture that values diversity and ensures inclusion for our employees, clients, and partners. Our aim is to provide a platform that empowers our team to excel and make a significant impact, while also supporting their career aspirations....
-
Strategic HNW Sales Director
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We empower our team members to excel and make a meaningful impact on the business. Our goal is to make Prudential a place where you can...
-
Head of HNW Brokerage Sales Strategy
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential, our mission is to serve as partners in every life journey and guardians of every future. We foster a culture that celebrates diversity and ensures inclusion for our employees, clients, and partners. Our environment empowers individuals to excel in their roles and make significant contributions to the organization while pursuing their career...
-
Director, HNW Sales Development, Brokerage Business
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential plc, we strive to be partners for every life and protectors for every future. Our purpose drives everything we do by creating a culture that celebrates diversity and ensures inclusion for our people, customers, and partners. We provide a platform for our people to excel and make an impact to the business, and we support their career ambitions....
-
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...
-
HNW Business Partnership Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeCreating a Healthier, More Sustainable Future for EveryoneAIA International Limited is pioneering a movement to create a healthier, more sustainable future for everyone. Our mission is to help a billion people live Healthier, Longer, Better Lives by 2030. We're seeking a talented HNW Business Partnership Specialist to join our marketing, distribution &...
-
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob SummaryWe are seeking a seasoned professional to join our team as a Senior HNW Insurance Business Development Manager. This role will be responsible for driving growth in the Asia HNW / UHNW market by building on our company's established position as a leading provider of insurance-based wealth solutions.Key ResponsibilitiesCollaborate with senior...
-
Senior Manager, High Net Worth Underwriting Lead
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeAt Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...
-
Insurance Team Lead
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Insurance Team LeadHSBC is seeking a highly skilled Insurance Team Lead to join our team in Case Management. As a key member of our team, you will be responsible for leading a sub-team of Case Managers to deliver new business case management services to our clients.Key Responsibilities:Assist the Senior Case Management Manager in leading a...
-
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeBusiness Development Manager for High Net Worth ClientsWe are seeking a seasoned Business Development Manager to join our team at Chubb Life. As a key member of our High Net Worth Business Development team, you will be responsible for developing and executing business strategies to drive top-line growth.Develop and maintain relationships with high net worth...
-
Insurance Team Lead
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Insurance Team Lead - Case ManagementAbout the Role:We are seeking a highly skilled Insurance Team Lead - Case Management to join our team at HSBC.Key Responsibilities:Assist Senior Case Management Manager to lead a sub-team of Case Managers to deliver new business case management service to respective business channelClosely monitor the...
-
Senior Manager, High Net Worth Underwriting
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeJob Title: Senior Manager, HNW UnderwritingAt Prudential plc, we are committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We provide a platform for our employees to excel and make a meaningful impact on the...
-
Senior Manager, Segment Management Lead
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a wide range of banking, insurance, and financial services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We...
-
Settlement Team Lead
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Valuable Capital Limited Full timeJob Title: Settlement ManagerValuable Capital Limited is seeking a highly skilled Settlement Manager to lead our Institutional and HNW clients' transactions. As a key member of our team, you will be responsible for ensuring the timely and accurate execution of daily settlement processes.Key Responsibilities:Lead a small team of settlement professionals to...
-
Strategic Partnership Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Summary:Sun Life is seeking a Strategic Partnership Manager to promote, train, and develop relationships with selected Brokerage partners. The ideal candidate will work in collaboration with the Sun Life Hong Kong HNW team to bring the broker and Sun Life Hong Kong and Partners closer together.The Strategic Partnership Manager will have the following key...
-
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: Senior Manager, High Net Worth Relationship and Wealth StructuringAt Sun Life, we are seeking a highly skilled and experienced Senior Manager to lead our High Net Worth Relationship and Wealth Structuring efforts. This role will be responsible for promoting, training, and developing relationships with selected brokerage partners, working in...
-
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob DescriptionPromote and develop strategic partnerships with selected Brokerage partners, working collaboratively with the Sun Life Hong Kong High Net Worth team to foster closer relationships between the broker and Sun Life Hong Kong.The Senior Manager, High Net Worth Business Development plays a key role in driving HNW sales across strategic...
HNW Client Management Lead
3 months ago
HNW Client Management Lead (Insurance Broker, RO)
My client is an Insurance Broker, owned by a Financial Institution headquartered in China.
About the TeamConsists of experienced licensed advisors with extensive experience in HNW client management, and knowledge of insurance products.
About the JobCraft and deploy strategic initiatives to enhance the promotion of the company's wealth management services to customersEngage with regulatory authorities on insurance brokerage issues and maintain dialogue with insurance firmsHandle the application process and sustain the validity of the Insurance Agent LicenseOversee daily sales operations and nurture client relationships with diligenceDevelop and enforce an internal risk management system for the Insurance DepartmentSupervise and audit all daily insurance transactionsOffer a comprehensive suite of investment and wealth management solutions to clients
Requirements
Bachelor's degree in Accounting, Business Administration, Economics, Finance, or a similar fieldAt least 8 years of pertinent experience acquired from insurance agencies or broker client-facing roles, ideally a team managerExceptional communication abilities, adept at engaging with stakeholders at all levelsProficient in team management and strategic business planningIdeally prior experience as a Licensed Responsible Officer with the Insurance AuthorityProficiency in spoken and written Cantonese, Mandarin, and English
Apply
For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at
skills Mandarin-speaking
qualifications no additional qualifications required
education Bachelor Degree
