A Leading Insurance Brokerage focusing on High-Net Worth (HNW) Individuals is expanding rapidly and looking to strengthen its team. They partner with top-tier insurers to deliver bespoke wealth protection and risk management solutions for affluent individuals and families. They are looking for a Relationship Manager/ Client Advisor, Insurance & Wealth Management to join and grow with their team.
Your new role
Develop and nurture long-term relationships with high-net-worth clients, delivering personalised and strategic insurance advice.
Design and structure appropriate insurance solutions in collaboration with insurers and internal subject-matter experts.
Drive new business growth through proactive networking, client referrals, and targeted prospecting activities.
Conduct comprehensive client reviews and provide high-quality advisory, servicing, and ongoing portfolio support.
Stay informed of industry trends, product innovations, and evolving regulatory requirements to maintain advisory excellence.
What you'll need to succeed
3 Years of Experience as a Client Advisor, Assistant Relationship Manager or Insurance Product Sales
Have experience or connections in the High-Net-Worth market
Qualification holder of HKSI Papers and/or IIQE Papers
Fluent English, Cantonese and Mandarin are preferred
Strong communication and relationship building skills
What you'll get in return
Attractive compensation package with performance-based rewards.
Collaborative and supportive team environment within a trusted financial institution.
Continuous training and opportunities for professional career growth.
What you need to do now
Ifyouareinterestedinthispositionorothers within the Insurance industry,pleasesendyourresumeto [email protected].
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