Insurance Product Manager, Private Banking

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

A financial institution in Hong Kong is seeking an experienced Insurance Product Manager to manage and implement insurance products within the private banking sector. The ideal candidate will have over 5 years of experience in insurance product management, strong communication skills in Mandarin, English, and Cantonese, and a thorough understanding of the...

VP, Insurance Product Manager, Private Banking Key Accountabilities Conduct training for local and banking partners and frontline staff; Build relationship with bank account managers or referrers; Close insurance deal and provide after sales services; Organize and update training materials; Conduct Insurers and Referrers initial and on-going due diligence;...

Life Insurance Case Manager/AVP, Global Private Bank Life Insurance Case Management for HNW clients Our Client Representing one the most respectable & sustainable European Private Bank in search of an In-house Life Insurance Case Management and Client Service Manager. Job Duties Accountable for managing life insurance case management for UHNW Private Clients...

VP, Insurance Consultant, Private Banking Key Accountabilities Conduct training for local and banking partners and frontline staff (Business Trip 1-2 times per month if needed); Build relationship with bank account managers or referrers; Close insurance deal and provide after sales services; Organize and update training materials. Skills & Experience Possess...

Our Client, a boutique Private Bank,isnow looking for experienced Private Banker to join their expanding team. Responsibilities Promote full range of wealth management and private banking products Manage a portfolio of Hong Kong and Chinese HNW and UHNW clients Proactively acquire new clients and generate new AUM Monitor client account and ensure a...

We are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in Hong Kong. This role focuses on identifying, engaging, and onboarding Ultra High Net‑Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their UAE banking & wealth management...

A leading investment bank in Hong Kong is seeking a VP, Insurance Product Manager to manage product development and training initiatives. The ideal candidate will have 10-15 years of relevant experience and an insurance license. Key responsibilities include conducting training for bank partners and frontline staff, building relationships with account...

Recruitment Consultant – WallStone Partners & Company Ltd. Responsibilities: Collaborate with Relationship Manager in Branch to provide insurance planning services to the customer Maintain good relationship with the existing customer and develop the potential client base Engage appointments to cross‑sell insurance products and close deals Comply with...