Insurance Sales Leader for Wealth Management

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

A leading bank in Hong Kong is looking for a Prestige Insurance Sales Manager II to join the Wealth Sales Distribution team. The successful candidate will lead and coach the sales team while improving customer experience in personal wealth management. Responsibilities include guiding insurance specialists, monitoring sales processes, and managing team...

A financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...

2 days ago Be among the first 25 applicants ZIPP is a well-funded venture by Zurich Insurance (Hong Kong) and IPP International Wealth Management Limited. ZIPP’s mission is to digitally transform its over 40+ year’s successful model and traditional wealth management industry through digital innovation and collaboration in a focus of Business Development,...

Management Trainee - Wealth Management & Insurance Open to ALL Bachelor's & Master's Graduates - No specific major required! Fast-Track to Leadership: Clear path to Senior Advisor / Team Lead in 12‑18 months Attractive Base Salary + High‑Performance Commissions & Bonuses Comprehensive Training Program: Master insurance products and sales strategies Job...

A leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...

A prominent banking institution in Hong Kong seeks a Platform Sales Leader to drive sales and marketing initiatives. The successful candidate will oversee efforts to enhance service quality and customer loyalty within the branch network. With a focus on personal wealth management, this role requires leadership skills and a background in banking sales, along...

A leading financial institution in Hong Kong is seeking a Prestige Private Insurance Sales professional to enhance its wealth sales distribution. The role involves identifying sales opportunities and delivering comprehensive retirement planning solutions for affluent customers. Candidates should have a strong background in insurance sales, fluency in English...

Assist the Sales Team to conduct business, tasks including preparation of presentation materials, completion of application forms, filing, etc. Communicate with business partners and financial institutions to follow up with business applications and service requests Qualifications Diploma holder or DSE graduate with related working experience. Candidate...

A leading global wealth manager is looking for an experienced individual to develop sales strategies in Hong Kong. The role involves working closely with sector heads, monitoring initiatives, and ensuring that sales teams remain focused. Candidates should have over 6 years of experience in client-facing sales roles in wealth management or related fields....