Business Development Manager for High Net Worth Clients
2 weeks ago
About FWD Group
FWD Group is a leading pan-Asian life insurance business with a presence in 10 markets, serving over 11 million customers. The company focuses on delivering innovative insurance solutions and easy-to-understand products, supported by digital technology. This customer-centric approach enables FWD to change the way people feel about insurance.
The Job
- Support distribution channels to grow high net worth business across Brokerage and Bancassurance.
- Lead a sub-team of case managers to deliver HNW business case management services to respective business channels.
- Serve as a subject matter expert, providing support to distribution channels, internal, and external stakeholders.
- Ensure seamless processes for new business, policy servicing submission, and assignment documentation.
- Streamline internal workflows with departments regarding new business, policy servicing, premium, and policy financing matters.
- Negotiate with relevant parties (internal and external) to resolve problems.
- Maintain accurate records and generate status reports for management/team heads as needed.
- Support and backup respective channels (including brokers) as assigned by team head.
- Develop tasks/initiatives assigned by team heads from time to time.
The Person
- Degree holder in business or related discipline.
- At least 8 years of experience in life insurance functions, preferably with HNW experience.
- High-level business acumen, risk awareness, sales quality, and compliance.
- Open-mindedness in managing multiple channels.
- Strong sense of responsibility and job ownership.
- Thorough knowledge of life insurance products and operational flows.
- Excellent interpersonal skills, problem-solving skills, and team leadership/player capabilities.
- Fluent written and spoken English and Chinese.
- Proficient in PC skills including Excel, Word, PowerPoint.
Compensation
We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience, plus excellent benefits and career development opportunities.
Benefits
We provide 5-day workweeks, 20-22 days annual leave, and an attractive remuneration package to the right candidate.
Confidentiality and Equality
We treat all information collected in strict confidence and use it solely for recruitment purposes. We are an equal opportunity employer and do not discriminate based on race, sex, disability, or family status in our employment process.
-
High Net Worth Client Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeJob DescriptionWe are seeking an experienced High Net Worth Client Relationship Manager to join our team at Be Myjob Company Limited.Company OverviewBe Myjob Company Limited is a leading financial institution dedicated to providing exceptional wealth management services to high net worth individuals.SalaryThe salary for this position is estimated to be...
-
High Net Worth Portfolio Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is a leading consulting firm that specializes in high net worth client management. We are seeking an experienced Private Banker to join our team.About the RoleWe are looking for a seasoned professional with extensive experience in managing large portfolios and high net worth client relationships. As a Private Banker, you will be responsible...
-
High-Net-Worth Client Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeCore Responsibilities:We are seeking a highly skilled and experienced High-Net-Worth Client Relationship Manager to join our team at Gopher Asset Management. This is an exciting opportunity for individuals with strong interpersonal skills, a proven track record in the financial industry, and a passion for delivering exceptional client experiences.The...
-
High Net Worth Client Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...
-
High Net Worth Client Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking and insurance services through its extensive network of branches in Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and...
-
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...
-
Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full timeAt DARMAX GLOBAL, we are seeking a seasoned Business Development Director to spearhead our wealth management initiatives focused on high-net-worth individuals.About the RoleThis strategic position demands a proven track record of building and maintaining strong relationships with affluent clients, ensuring exceptional service delivery and client...
-
High Net Worth Client Relationship Manager
3 weeks 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...
-
High Net Worth Wealth Strategist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeWealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...
-
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 Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full timeWe are seeking a skilled Senior Relationship Manager/Team Lead/AE to join our team at Ping An of China Securities (Hong Kong) Company Limited. As a key member of our wealth management team, you will be responsible for providing comprehensive financial services to high net worth individual clients.The ideal candidate will have a strong background in...
-
High Net Worth Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeEstablished by Ateca Consulting, this opportunity is ideal for experienced Private Bankers seeking a new challenge in Hong Kong. About the RoleWe are looking for an exceptional individual with a proven track record in managing high-net-worth individual investor relationships.Key ResponsibilitiesManage a portfolio of high-net-worth clients with a minimum of...
-
Relationship Manager for High-Net-Worth Clients
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Customer Relationship Manager (Cross-boundary) to join our team at Hang Seng Bank Limited.About the RoleThis is an excellent opportunity for a motivated and experienced professional to provide financial planning services to high-net-worth, mainland, and offshore clients. As a key member of our Retail...
-
High Net Worth Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full timeCompany OverviewCitic CLSA is a leading financial services company with a strong presence in the Asia-Pacific region.We are seeking an experienced High Net Worth Relationship Manager to join our team.Salary: HKD 500,000 - HKD 800,000 per annum (dependent on experience).Job DescriptionAbout the RoleThe successful candidate will be responsible for maintaining...
-
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeJob DescriptionChina CITIC Bank International Limited is seeking a highly skilled and experienced Business Development Manager to join our team. This role will focus on building and maintaining relationships with high net worth individuals, providing them with exceptional financial services and products.Key Responsibilities:Develop and execute business...
-
High Net Worth Relationship Manager
3 weeks 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...
-
Strategic Client Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAt Citi, we strive to be a leader in the global financial services industry by providing innovative solutions and products that meet the evolving needs of our clients.We are seeking a highly experienced Strategic Client Relationship Manager to join our team in Hong Kong. This is an exceptional opportunity for a seasoned professional to leverage their...
-
High Net Worth Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCompany OverviewCiti, a global leader in financial services, offers unparalleled opportunities for career growth and professional development. With over 200 years of experience, we provide a broad range of financial services and products to clients across the globe.About This RoleWe are seeking a high-caliber High Net Worth Relationship Manager to join our...
-
High Net Worth Financial Manager
3 weeks 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 Relationship Manager
3 weeks 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...
