Sales Manager-High Net Worth/Luxuary

High Net Worth Case Manager/Senior Manager Add expected salary to your profile for insights Review and assess incoming life insurance applications to ensure completeness and accuracy. Work with Underwriting and Distribution teams to obtain required medical documentation and underwriting decisions. Serve as a liaison with Distribution teams to ensure all...

A leading banking institution in Hong Kong is seeking a (Senior) Relationship Manager for its Consumer Branch. The role involves proactively soliciting new business and enhancing existing relationships within the high net worth market. Candidates should possess a degree and 2-5 years of sales experience in consumer banking, along with solid communication...

Client Relations Manager - High Net Worth Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements. Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients) Arrange and conduct the Customer Policy Annual Review, following up requests from customers...

A financial services firm in Hong Kong is looking for a motivated individual to join their team. The role involves providing professional wealth planning and investment advisory services to high net-worth clients, focusing on tailor-made solutions. The ideal candidate should possess strong interpersonal skills, a sales-oriented mindset, and proficiency in...

Our client, a leading insurance company with her newly established branch in Hong Kong, is looking for high caliber candidates to join their team. Provide financial advice and services to High Net-worth clients of the company Identify client needs and provide necessary financial planning Follow up with client on account opening and documentation Client...

A leading recruitment firm in Hong Kong seeks a Client Relations Manager focused on high-net-worth clients. Responsibilities include preparing presentations, managing relationships with stakeholders, and ensuring efficient service delivery. Candidates should have a Diploma/Degree in Business Administration or related fields, a minimum of 4 years' experience...

A leading banking institution in Hong Kong is seeking a Relationship Manager to develop its high-net-worth client base. The role involves establishing long-term relationships with clients and introducing comprehensive wealth management solutions to meet their needs. Ideal candidates should have a degree in a business-related discipline and at least 3 years...

A leading financial institution in Hong Kong seeks an Assistant Vice President, Marketing focused on High Net Worth customers. The role involves driving the development of strategic initiatives, managing marketing campaigns, and ensuring high standards of customer service. Candidates should have at least 6 years of experience in product marketing or customer...

A leading banking institution in Hong Kong is seeking a Wealth Planning Manager to provide comprehensive wealth management services to high-net-worth clients. The role requires a degree at HKQF level 5 and a minimum of 3 years' experience in managing investment portfolios. Candidates should have passed required financial examinations and professional...

A financial services firm in Hong Kong is seeking a professional for a client-facing role focused on developing relationships with high-net-worth individuals and corporates. Responsibilities include providing investment advisory and asset allocation services while assisting clients with wealth planning. Candidates should have at least 2 years of experience...