Insurance Product Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time
Job Description:

We are seeking an experienced Insurance Product Specialist to join our team at CITIC CLSA. The ideal candidate will have a strong background in wealth planning and insurance/trust products, with expertise in estate planning, succession planning, and asset protection.


This role involves providing wealth planning solutions to high net worth and corporate clients, using insurance/trust products to address their financial needs. You will also act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients.


Main Responsibilities:
  • Provide comprehensive wealth planning solutions to high net worth and corporate clients
  • Act as an expert resource for wealth planning and insurance/trust products
  • Achieve business goals by addressing client inquiries and conducting product training
  • Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation

Requirements:
  • Degree or above in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
  • Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
  • Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
  • Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
  • Available to travel and team player with strong presentation and analytical skills
  • Strong judgment and high level of professional and personal integrity
  • Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English


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