Wealth Insurance Support Specialist

Job Description - Wealth Insurance Solutions Support (WISS) (WD79689) Wealth Insurance solutions support (WISS) - (WD79689) 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 dedicated, experienced investment advisors who...

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...

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 dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

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....

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...

Wealth Management Product Specialist CCB International (Holdings) Limited Central, Central and Western District, HK 1. Develop and identify potential clients, providing professional financial planning services and solutions, including life insurance, financial planning, children's education planning, etc. 2. Identify the market trend and client needs. 3....

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...

A leading insurance company in Hong Kong is seeking an Insurance Specialist - Wealth Planning Consultant to drive sales and service clients effectively. The ideal candidate should have a minimum of 2 years' experience in wealth management or insurance, possess strong sales and interpersonal skills, and a solid educational background. This role offers a...

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 banking corporation in Hong Kong is seeking an Outreach Insurance Specialist to deliver specialist insurance advice and manage individual insurance portfolios. The ideal candidate will have a tertiary education in finance or business, proven experience in life insurance, and strong communication skills in English and Cantonese. This role offers a...