Wealth Insurance solutions support
4 days ago
Wealth Insurance solutions support (WISS) Join to apply for the Wealth Insurance solutions support (WISS) role at DBS Bank 6 days ago Be among the first 25 applicants 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 client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long‑term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Responsibilities Support Wealth Insurance Specialists in providing differentiated service to high net‑worth clients Request and prepare Insurance Policy Reviews from Manulife and aftersales support such as personal update, Change of Beneficiary, Change of life insured, ownership and/or lender for PF Liaise with all stakeholder including insurer, clients and bankers Prepare weekly/monthly/ad‑hoc report to Team Leads and management Requirements Degree holder in Business, Finance, or related disciplines IIQE qualification for minimum Paper 1 & 3 Minimum 3 years of experience in Insurance / Private Banking industry Customer‑focused, with excellent communication and interpersonal skills Solid knowledge in Microsoft Excel in business reporting Good command of written and spoken English and Chinese, must be fluent in Putonghua Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified. Primary Location Hong Kong- The Center Job COO Office/Business Mgt & Support Schedule Regular Job Type Full‑time Job Posting Dec 2, 2025, 11:46:19 AM #J-18808-Ljbffr
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Wealth Insurance solutions support
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Full timeJob 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...
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Wealth Insurance solutions support
2 weeks ago
Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness 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...
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Wealth Insurance Support Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeA leading banking institution in Hong Kong is looking for a Wealth Insurance solutions support (WISS) specialist. This role involves supporting Wealth Insurance Specialists in delivering exceptional service to high-net-worth clients. Key responsibilities include preparing Insurance Policy Reviews, liaising with stakeholders, and generating reports. Ideal...
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Wealth Insurance Support Specialist
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Full timeA 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...
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Corporate Solution Specialist
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hong kong, Hong Kong SAR China Automate Wealth Management Limited Full timeAdd 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...
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Insurance Product Expert – Wealth
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Hong Kong Island, Hong Kong SAR China Hang Seng Bank Full timeA financial institution in Hong Kong is seeking a qualified Executive Insurance Product Expert I to join their Wealth Sales Distribution team. This role involves providing retirement and financial planning solutions, collaborating with Customer Relationship Managers, and identifying customers' financial needs. Ideal candidates will have a university degree,...
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(Senior) Relationship Manager
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Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(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....
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Wealth & Insurance Sales Specialist
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Hong Kong Island, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeA leading financial institution in Hong Kong is seeking a professional for a role focused on insurance sales and wealth management. The candidate will be responsible for achieving sales targets, enhancing customer relationships, and providing comprehensive insurance solutions. A degree in Banking or Finance, along with relevant experience in bancassurance,...
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Insurance Specialist
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Hong Kong, Hong Kong SAR China Visionary Solutions Limited Full timeMy client is a Chinese platform and currently urgently looking for a senior associate level insurance specialist to be based in one of their branches supporting sales and servicing their retail clients Responsibilities - Assist management in driving the Insurance business - Work with Product Development and Sales Training teams to get latest product and...
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Insurance Brokerage Responsible Officer
1 week ago
hong kong, Hong Kong SAR China Prestige Wealth Group Limited Full timeResponsibilities Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing...