HNW Client Services Director

5 days ago


Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time
Job Requirements

To succeed in this role, you will need to possess:

  • Strong knowledge of life insurance products and underwriting processes.
  • Experience in managing life insurance case management for HNW clients.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively with external counterparties.
  • Strong organizational skills and attention to detail.
Key Responsibilities
  • Manage life insurance case management for UHNW Private Clients in Greater China markets.
  • Serve as the bridge between insurance companies, private bankers, and Clients.
  • Support Bankers/Clients with medical booking and preparation of documents.
  • Prepare pipeline reports and tackle related issues.
What We Offer

We offer a dynamic and supportive work environment that provides opportunities for growth and development.

A competitive salary and benefits package.

A chance to work with a reputable company in the financial industry.

A collaborative team environment.



  • Central And Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    About The Role:We are looking for an experienced Client Partnership Director to join our team at Classy Wheeler Limited.Job Overview:This role involves building and maintaining strong relationships with our clients to drive business growth and improve client satisfaction.Your Key Responsibilities:Originate executive relationships and pursue strategic deals...


  • Central And Western District, Hong Kong SAR China Vista Global Full time

    Job Profile Vista is a fast-growing private aviation business, operating the world's largest wholly owned large cabin private jet fleet, embracing the highest levels of service, safety, security, reliability, and value. From scheduling a flight, every detail is covered, from a particular bottle of wine or catering from a preferred restaurant to a particular...


  • Central And Western District, Hong Kong SAR China The Bank Of East Asia, Limited Full time

    Client Servicing Officer - Private Banking Job ID: 4560 Responsibilities Be a team member of Private Banking Department Provide first-class customer service which meets the standards, requirements, and guidelines prescribed by regulators and the Bank Provide professional and appropriate advice in the best interests of clients and with regard to their unique...


  • Central And Western District, Hong Kong SAR China Howden Full time

    Manager / Senior Manager / Associate Director, Business Development & Client ServicingHowden Insurance Brokers (HK) Limited is part of the London-headquartered Howden Broking Group, a leading independent, global broker with offices in over 30 countries worldwide. It is the world's largest majority employee-owned insurance group. Its regional footprint covers...


  • Central And Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Services - Credit and Public Equities3 days ago Be among the first 25 applicants At Third Bridge, we're a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more. We help those investors understand companies and the issues they face. We build and...


  • Central And Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Services - Consulting Clients1 week ago Be among the first 25 applicantsCompany OverviewThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic...

  • Head of Wealth

    4 weeks ago


    Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...


  • Central And Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Client Services Manager, Family Office (Ref. No.: 26433)Our client, a Financial Institution, is looking for high-caliber person to fill the position.Job DutiesTo source, on-board and manage relationships with clients such as family offices, UHNWs, corporate investors and other investor typesLiaise and collaborate with Business Development team & Product team...


  • Central And Western District, Hong Kong SAR China Hong Kong Trade Development Council Full time

    (Ref. No.: 3/18 SCSE/M3/EDB/HKTDC)The Hong Kong Trade Development Council (HKTDC), the statutory organisation promoting Hong Kong's external trade, seeks dynamic, high-caliber and experienced professionals to join our Exhibitions and Digital Business Department. Responsibilities: To provide account servicing to assigned individual/group advertisers and...

  • Senior Manager

    4 weeks ago


    Central And Western District, Hong Kong SAR China Transamerica Life Bermuda Full time

    4 days ago Be among the first 25 applicantsDirect message the job poster from Transamerica Life BermudaHuman Resources Business Partner | Talent Acquisition | People DevelopmentJob SummaryWith offices in Bermuda, Singapore, and Hong Kong, Transamerica Life (Bermuda) is a global multi-hub life insurer specialising in providing bespoke life insurance services...


  • Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time

    About UsProjob21 Ltd. is a leading provider of financial services.We are committed to delivering exceptional results and building long-term relationships with our clients.Our MissionTo become the most respected and sustainable European Private Bank.Job DescriptionAs a Global Life Insurance Case Manager, you will be responsible for managing life insurance...


  • Central And Western District, Hong Kong SAR China DKSH Full time

    Talent Acquisition & Employer Branding Leader: Discovering talent across Asia We have an exciting opportunity for an IT Director to join our team The successful candidate will be responsible for managing and supporting all IT applications and infrastructure, working very closely with Group IT for the deployment of global and country-specific IT initiatives...


  • Central And Western District, Hong Kong SAR China Sotheby's Full time

    Position Summary: The Client Accounts Receivable role is responsible for providing exceptional client service for a portfolio of sales. This position oversees all client accounts activities from the auction through to payment and release on behalf of all internal and external clients whilst ensuring that all transactions comply with both internal and...


  • Central And Western District, Hong Kong SAR China Sotheby's Full time

    Position Summary: The Client Accounts Receivable role is responsible for providing exceptional client service for a portfolio of sales. This position oversees all client accounts activities from the auction through to payment and release on behalf of all internal and external clients whilst ensuring that all transactions comply with both internal and...


  • Central And Western District, Hong Kong SAR China Standard Chartered Life And Careers Full time

    Efficient and effective process design: Continue to design standardised processes at country and within COE/ GBA while optimising for cost and resourcing. Business Improve client experience and reinvent the future: Collaborate with business teams/ control partners supported with robust technology solutions to achieve overall AO TAT of 90% Established MCANo...


  • Central And Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Services - Japanese SpeakerThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human...


  • Central And Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Services - Korean Speaker3 days ago Be among the first 25 applicantsThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Director / Associate Director, Wholesale/Retail Sales, Asset ManagementApply locations: Hong KongTime type: Full timePosted on: Posted 30+ Days AgoJob requisition id: JR000476Position DescriptionThis position will be responsible for driving CITIC Securities Asset Management's sales and distribution strategy for wholesale distribution clients principally in...


  • Central And Western District, Hong Kong SAR China Avature Full time

    We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is a US$57 billion revenue global technology powerhouse, ranked #248 in the Fortune Global 500, and serving millions of customers every day in 180 markets. Focused on a bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world's largest PC...


  • Central And Western District, Hong Kong SAR China MCG Talent Full time

    Director, Investor Relations and Strategic Communications Advisory Firm (HONG KONG)My client is a leading capital markets and investor relations advisory firm headquartered in the US, with over 20 years of footprint across Asia. They are seeking a Director in Hong Kong. The successful candidate will engage in all capital markets and investor relations...