Wealth Management-Insurance Specialist

Responsibilities Review and verify patient insurance coverage and eligibility. Submit insurance claims accurately and promptly. Follow up on unpaid or rejected claims to ensure timely resolution. Communicate effectively with insurance companies regarding claim statuses, pre-authorizations, and coverage questions. Maintain comprehensive and accurate patient...

Add expected salary to your profile for insights Engage with corporate clients to understand their business needs and objectives. Develop customized solutions and proposals to meet client requirements. Present and demonstrate solutions effectively to clients and stakeholders. Collaborate with cross-functional teams including sales, product development, and...

A major financial institution in Hong Kong is seeking a Mobile Insurance Specialist to enhance their Wealth and Personal Banking team. The candidate will identify insurance business opportunities, develop client relationships, and provide specialist insurance solutions. A strong background in wealth management and fluency in Mandarin are essential. This role...

A leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...

A financial services company in Hong Kong is seeking a Wealth Management Product Specialist to develop potential clients and provide professional financial planning services including life insurance and education planning. The ideal candidate will have significant experience in the insurance industry, excellent communication skills, and a diploma or...

(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....

A financial services firm in Hong Kong is seeking a qualified Medical Insurance Specialist. The role involves reviewing insurance coverage and handling claims efficiently. Ideal candidates will have a diploma in Business Administration and proven experience in insurance billing. Successful applicants will demonstrate a strong attention to detail and...

A leading bank in Hong Kong is seeking a Wealth Insurance Solutions Support professional to assist Wealth Insurance Specialists by providing exceptional service to high net-worth clients. The role involves preparing insurance policy reviews and handling after-sales support. Candidates should possess a degree in Business or Finance, IIQE qualifications, and...

A leading financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to enhance client relationships and drive bancassurance sales. You will play a key role in achieving strategic goals in wealth management and provide tailor-made advice to clients. The ideal candidate requires at least 3 years of insurance sales...

Insurance Specialist - Wealth Planning Consultant Add expected salary to your profile for insights 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....