Insurance Solutions Specialist – Wealth

A leading banking institution in Hong Kong is looking for a Wealth Insurance solutions support (WISS) specialist. This role involves supporting Wealth Insurance Specialists in delivering exceptional service to high-net-worth clients. Key responsibilities include preparing Insurance Policy Reviews, liaising with stakeholders, and generating reports. Ideal...

Wealth Insurance solutions support (WISS) Join to apply for the Wealth Insurance solutions support (WISS) role at DBS Bank 6 days ago Be among the first 25 applicants Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of...

Product Specialist, Product & Investment Solutions, Wealth Management Join to apply for the Product Specialist, Product & Investment Solutions, Wealth Management role at CLSA We are seeking an experienced Wealth Planning Specialist (Trust and Insurance focus) to enhance our product distribution business and drive the growth of our regular product program to...

Insurance Specialist - Wealth Planning Consultant Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients. We are a well‑established insurance brokerage company that...

Insurance Specialist Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the...

A well-established insurance brokerage firm in Hong Kong is seeking an Insurance Specialist to drive sales and provide top-notch service to high-net-worth clients. The ideal candidate should have at least 2 years of experience in wealth management or insurance and possess strong interpersonal skills. They will identify business opportunities, assist clients...

Collaborate with Relationship Managers in branches to provide professional insurance solution to bank customers. Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers. Execute sales strategies and business plans to maximize bancassurance business. Conduct sales coaching,...

A leading financial institution in Hong Kong is seeking a professional for a role focused on insurance sales and wealth management. The candidate will be responsible for achieving sales targets, enhancing customer relationships, and providing comprehensive insurance solutions. A degree in Banking or Finance, along with relevant experience in bancassurance,...

Insurance Specialist / Deputy Insurance Specialist 3 days ago Be among the first 25 applicants Direct message the job poster from Bank of China (Hong Kong) Responsible to achieve individual/branch/area insurance sales business Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round...

A financial institution in Hong Kong is seeking a qualified Executive Insurance Product Expert I to join their Wealth Sales Distribution team. This role involves providing retirement and financial planning solutions, collaborating with Customer Relationship Managers, and identifying customers' financial needs. Ideal candidates will have a university degree,...