High Net Worth Sales Development Director
2 weeks ago
At Prudential plc, we strive to be partners for every life and protectors for every future. Our core values are built on a culture of diversity, inclusion, and partnership. As a key member of our team, you will play a vital role in driving growth and success in our Ultra HNW business. Your expertise will be instrumental in tapping into the International Broker segment, a strategic initiative of PHKL.
This role will focus on leading the HNW sales in the brokerage channel, particularly in the International Broker and Bank Broker segments. You will identify business growth opportunities and optimize the performance of HNW brokers by implementing sales development strategies and initiatives. Your mission will be to drive sales performance and achieve sales targets.
Key Responsibilities
- Drive and lead HNW business sales in the brokerage channel, with a focus on the International Brokers and Bank Brokers segments, and achieve sales targets.
- Support brokers in identifying business opportunities by providing professional advisory services and conducting training on HNW business.
- Establish new business relationships through contract negotiation and foster robust partnerships with existing brokers and other entities.
- Collaborate with internal stakeholders, including Legal and Compliance, Product, Marketing, and Life Operations teams.
- Develop sales plans, key marketing strategies, and initiatives to motivate brokers in promoting our brand and products, driving sales performance.
Requirements
- Bachelor's degree or equivalent.
- Minimum 15 years of working experience, with a focus on the HNW segment.
- Good understanding of insurance company and/or bank operations and culture.
- Life insurance front-line sales experience.
- Demonstrate in-depth knowledge and understanding of the HNW business and its target customers.
- Proven record and reputation in serving in the international broker and/or private bank insurance sector.
- Able to identify and uncover the needs of business partners, with an extensive network to connect senior management.
- Be an expert on products and market trends, building long-term solutions to strengthen the HNW business.
- Highly motivated with a global perspective, trust, and integrity.
- Excellent presentation and communication skills.
- Fluency in Cantonese, English, and Mandarin.
-
High-Net-Worth Individual Sales Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeJob Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...
-
High Net Worth Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeA High-Performing Team MemberHang Seng Bank is committed to excellence and seeks a high-caliber professional to join our Retail Distribution department as a Director Signature/Associate Director Signature.Key ResponsibilitiesProvide bespoke financial planning services to high-net-worth customers.Deliver all-rounded wealth management services to build and...
-
High Net Worth Underwriting Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...
-
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeAbout the RoleWe are seeking a Senior Business Development Manager to join our team at China CITIC Bank International Limited. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth individuals in Hong Kong and mainland China.Key ResponsibilitiesDevelop and maintain client relationships in...
-
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeBusiness Development Manager for High Net Worth ClientsWe are seeking a seasoned Business Development Manager to join our team at Chubb Life. As a key member of our High Net Worth Business Development team, you will be responsible for developing and executing business strategies to drive top-line growth.Develop and maintain relationships with high net worth...
-
High Net Worth Underwriting Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeHigh Net Worth Underwriting OpportunityA leading multinational life insurer in Hong Kong is seeking a seasoned High Net Worth Underwriter to join their Global High Net Worth Underwriting team. As a key member of the team, you will have the opportunity to work with prestigious clients, leveraging innovative solutions to meet their unique needs while advancing...
-
High Net Worth Relationship Manager
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...
-
High Net Worth Relationship Manager
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout CitiCiti is a leading global financial services institution with a rich history spanning over 200 years. With a presence in hundreds of cities and countries, we connect millions of people every day through our unparalleled global network.Our VisionWe provide a broad range of financial services and products to help our clients meet their biggest...
-
High Net Worth Relationship Associate
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeCompany OverviewDBS Bank is a leading financial institution in Asia, offering a wide range of banking and investment services to individuals and businesses. Our Private Banking division provides personalized wealth management solutions to high net worth individuals, catering to their diverse financial needs and goals.About the RoleWe are seeking a skilled...
-
High Net Worth Financial Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob DescriptionWe are seeking a seasoned professional to lead our Private Banking and High Net Worth (PHNW) segment. As a High Net Worth Financial Manager, you will be responsible for delivering premium service to our private banking clients and their families.The ideal candidate will have at least 10 years of experience in Private Banking and PHNW, with...
-
High Net Worth Investment Specialist
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob OverviewWe are seeking a highly skilled and experienced Investment Counselor to join our team in Hong Kong. As an Investment Counselor, you will be responsible for providing exceptional investment advice and solutions to ultra-high net worth clients.
-
High Net Worth Underwriting Expert
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeJob SummaryA seasoned High Net Worth Underwriter is sought after by ConnectedGroup Limited to join their Global High Net Worth Underwriting team. This role offers a dynamic and supportive environment where you can leverage innovative solutions to meet the unique needs of prestigious clients while advancing your career.Your Key Responsibilities:Manage...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob Opportunity at Hang Seng Bank LimitedWe are seeking a professional to join our team as Prestige Sales Leader/Manager in our branch network. As a key member of our Retail Distribution team, you will be responsible for formulating and implementing localized sales and marketing plans to achieve assigned business targets and managing the operation of the...
-
High Net Worth Client Service Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCareer Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
-
High Net Worth Customer Relationship Manager
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time**About Us**China CITIC Bank International Limited is a leading financial institution in Hong Kong, providing a wide range of banking and wealth management services to high net worth individuals.
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeOverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.SalaryThe estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.Job DescriptionAs a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for...
-
High Net Worth Client Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank Of China (Hong Kong) Limited, we are seeking an exceptional High Net Worth Client Relationship Manager to join our Private Banking team.About the RoleWe offer a highly competitive salary of HKD 600,000 per annum, commensurate with experience, and a comprehensive benefits package.Key ResponsibilitiesDevelop and execute business plans to acquire new...
-
Business Development Manager for High Net Worth
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD GroupFWD Group is a leading pan-Asian life insurance business with over 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world.The JobSupport distribution channels to grow High Net Worth business, including Brokerage and Bancassurance.Lead a sub-team of case managers to deliver HNW business case...
-
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeRole OverviewThe Senior Manager, High Net Worth Relationship and Wealth Structuring will be responsible for promoting, training, and developing relationships with selected Brokerage partners.In collaboration with the Sun Life Hong Kong HNW team, the Senior Manager will work to bring the broker and Sun Life Hong Kong and Partners closer together.The key roles...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...
