Private Wealth Management

6 days ago

Hong Kong Island, Hong Kong SAR China Huatai Financial Holdings (Hong Kong) Limited Full time

Private Wealth Management - Overseas Insurance Product Specialist About Us: Huatai International Financial Holdings Company Limited ("Huatai International" or "the Company"), is the only overseas wholly‑owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays a crucial role in the group’s internationalization strategy by:a) not only providing offshore capital market services (and a global business platform) but also providing onshore clients with valuable cross‑border capital market services (aligned with the mainland China government’s policies and commercial intentions);b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;c) integrating on a global basis across many jurisdictions and regions, creating a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company for consolidating all of the group’s cross‑border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a "BBB+" rating (for long term) and "A‑2" (for short‑term). Job Description: Advise frontline advisors on complex risk mitigation structures (e.g., whole life policies, annuities) and cross‑border tax‑efficient solutions. Design hybrid insurance products integrating life settlements, trusts, and asset protection mechanisms. Develop scenario‑based training modules for advisors, covering case studies from Hong Kong’s premium life market and Singapore’s family office trends. Create dynamic pricing matrices and ROI calculators for high‑value proposals. Analyze regional trends (e.g., HK’s MPF reforms, Singapore’s ILAS updates) and identify cross‑border opportunities. Negotiate co‑investment terms with offshore insurers for large‑ticket client portfolios. Collaborate with compliance teams on regulatory filings for Greater China. Support quarterly roadshows and client portfolio reviews in key markets. Qualification: Degree holder in any discipline; advanced qualifications in insurance, finance or law preferred. Deep knowledge of Hong Kong’s MPF, Singapore’s ILAS, and offshore trust structures. Certifications: CFP, RFP, or equivalent (preferred). Willingness to travel frequently to Mainland China and Singapore to support client engagements and regulatory compliance. #J-18808-Ljbffr

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