Insurance Portfolio Manager
1 month ago
We are seeking a highly skilled Insurance Portfolio Manager to join our team in Hong Kong, Kowloon, or New Territories. As an experienced professional in life insurance and wealth management, you will be responsible for managing individual insurance portfolios to ensure high customer satisfaction.
Key Responsibilities- Manage individual insurance portfolios to maximize customer satisfaction
- Partner with Relationship Managers to create insurance opportunities by identifying customers' wealth management needs and introducing suitable insurance solutions
- Lead the planning of activities for a team of Relationship Managers while collaborating with them to achieve business objectives
- Implement effective strategies to increase productivity in the High Net Worth/Premier market segment
- Establish strong working relationships with partnered Relationship Managers
- Provide professional wealth management services, including regular financial reviews, to ensure that customers receive appropriate wealth management solutions
- Tertiary education in finance, business, or a related field
- Substantial experience in life insurance, preferably in Bancassurance
- Extensive knowledge of wealth management and insurance products
- Relevant licenses, including Hong Kong Securities and Investment Institute Paper 1,7,8, and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5, as well as compliance with Continuing Professional Development (CPD) requirements
- Strong verbal English, Cantonese, and Putonghua skills
- Excellent communication, interpersonal, motivational, and presentation skills
- Strong drive and sense of ownership to achieve excellence
As a member of our team, you can expect:
- A competitive salary estimated to be around HK$250,000 - HK$400,000 per annum, depending on experience
- Opportunities for career growth and development within a dynamic and inclusive work environment
- A comprehensive benefits package, including medical, dental, and vision coverage
- Flexible working arrangements and a healthy work-life balance
- The chance to work with a global leader in banking and finance
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