Head of Sales, Insurance

2 weeks ago


Hong Kong, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full time

Responsibilities:

  • Formulate effective sales strategies and carry out marketing events and sales initiatives to acquire new clients and expand the client base
  • Create and apply comprehensive wealth strategies and investment and insurance offerings for different client segments and channels.
  • Build robust relationships with clients and broaden the network of high-net-worth clients
  • Assess the client’s needs and offer customized solutions in private wealth management, encompassing wealth generation, enhancement, protection, and succession planning
  • Guide and inspire a team of sales professionals to drive results and exceed sales goals
  • Full adherence to internal guidelines and external regulatory institutions

Qualifications:

  • Bachelor’s degree in Business, Economics, Finance or related field
  • At least 8 years of experience working with high-net worth clients
  • Proven track record of meeting and exceeding sales targets
  • Strong relationship and communication skills
  • Extensive knowledge in insurance products, bonds, funds and other financial instruments
  • Good command of written and spoken English and Chinese
  • Qualifications in IIQE 1, 2, 3 and HKSI 1, 7, 8

Package:

  • Group Medical
  • 15-21 days annual leave
  • Dental
  • Bank Holiday
  • Educational scheme
  • Birthday leave
  • MPF
  • 5-day work


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