Wealth & Insurance Strategy Specialist (HK)

A major financial institution in Hong Kong is seeking a Mobile Insurance Specialist to enhance their Wealth and Personal Banking team. The candidate will identify insurance business opportunities, develop client relationships, and provide specialist insurance solutions. A strong background in wealth management and fluency in Mandarin are essential. This role...

Wealth Management Product Specialist CCB International (Holdings) Limited Central, Central and Western District, HK 1. Develop and identify potential clients, providing professional financial planning services and solutions, including life insurance, financial planning, children's education planning, etc. 2. Identify the market trend and client needs. 3....

Add 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...

A 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...

Responsibilities Review and verify patient insurance coverage and eligibility. Submit insurance claims accurately and promptly. Follow up on unpaid or rejected claims to ensure timely resolution. Communicate effectively with insurance companies regarding claim statuses, pre-authorizations, and coverage questions. Maintain comprehensive and accurate patient...

Insurance Specialist - Wealth Planning Consultant Add expected salary to your profile for insights Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients....

A leading health insurance provider in Hong Kong seeks an Underwriting Specialist to manage customer interactions and assess new insurance applications. The ideal candidate will have at least 2 years of customer service experience in the medical/health insurance sector and be bilingual in Cantonese and English. Responsibilities include guiding customers...

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...

Job 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...

A leading insurance company in Hong Kong is seeking an Insurance Specialist - Wealth Planning Consultant to drive sales and service clients effectively. The ideal candidate should have a minimum of 2 years' experience in wealth management or insurance, possess strong sales and interpersonal skills, and a solid educational background. This role offers a...