Insurance Planning Consultant

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HR Plus Full time
Insurance Planning Consultant (Chinese Insurance Firm, IANG VISA support)

1 day ago Be among the first 25 applicants

About Our Client:

Our client is a global leader in financial technology, dedicated to providing innovative solutions for wealth management and insurance planning. They are seeking a talented Insurance Planning Consultant to join their Hong Kong team and support their mission of delivering exceptional financial services to high-net-worth clients.

Job Responsibilities:

  • Conduct client interviews and financial analyses to identify the needs of high-net-worth clients in areas such as protection, wealth inheritance, and tax planning, and develop tailored overseas asset allocation solutions that align with their risk preferences and investment goals.
  • Independently manage the full sales cycle, including needs assessment, product recommendations, client onboarding, and long-term service delivery.
  • Organize exclusive events and thematic activities, maintain close relationships with internal and external partners, and drive the planning and execution of marketing strategies to enhance operational efficiency.
  • Achieve business targets through strong client engagement skills and sales expertise, promote business growth, and maintain client relationships to ensure high client satisfaction and brand influence.
  • Collaborate with product, operations, and other business teams to continuously improve systematic workflows and support the innovation of digital marketing tools.

Job Requirements:

  • Valid Hong Kong Insurance Intermediary License (Type 1 & 3 activities).
  • Bachelor's degree or above in Finance, Economics, Accounting, or a related field; candidates with CFP, CPA, STEP, or FRM certifications are preferred; knowledge of cross-border taxation and family trusts is a plus.
  • Minimum of 2 years of experience in wealth management or insurance sales, with a proven track record of serving high-net-worth clients and a deep understanding of the Hong Kong insurance market and products.
  • Strong judgment, excellent interpersonal skills, clear and fluent communication abilities, quick learning capacity, a collaborative team spirit, and a mindset for innovation.
  • High ethical standards, integrity, and professionalism; fluent or native Mandarin and English as working languages; fluency in Cantonese is a plus.

What Is Offered:

  • A dynamic and supportive work environment with opportunities for growth and development.
  • Competitive compensation package tailored to your experience and performance.
  • Support for the IANG Visa for selected candidates, ensuring a smooth transition to working in Hong Kong.
Seniority level

Associate

Employment type

Full-time

Job function

Insurance and Insurance Agencies and Brokerages

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