VP/ Director, Insurance Product Specialist, PBWM

Company : Michael Page

Job Description - VP/ Director, Insurance Product Specialist, PBWM

Stable platform with a supportive and collaborative culture
Relationship-driven environment

About Our Client

The company is a well-established firm in the financial services industry, known for providing tailored solutions to its clients. With a strong presence in Hong Kong, the organization is committed to delivering exceptional service and innovative financial products.

Job Description

Key Responsibilities

Partner closely with Relationship Managers and frontline advisors to support insurance sales activities, providing product advisory and structuring support for high-value client portfolios.
Advise on complex insurance solutions, including protection, legacy planning, wealth preservation, and estate-planning-related policies.
Support client engagements by preparing sales proposals, illustrations, benefit comparisons, and scenario-based analyses for client discussions.
Proactively identify insurance cross-selling opportunities within client portfolios and contribute to overall revenue growth.
Conduct product training sessions and sales support workshops for Relationship Managers, enhancing product knowledge and sales effectiveness.
Work with insurers and internal product teams to structure competitive solutions for large or complex cases, including pricing discussions and underwriting coordination.
Stay abreast of regional insurance market developments, regulatory changes, and product trends to support advisory-led sales conversations.
Collaborate with compliance and operations teams to ensure suitability, documentation accuracy, and adherence to regulatory requirements.
Support marketing initiatives, client seminars, roadshows, and portfolio reviews as required.

The Successful Applicant

Degree holder in any discipline; qualifications in insurance, finance, or related fields are preferred.
Proven experience in insurance product sales, product advisory, or insurance-focused roles within Private Banking, Wealth Management, or Financial Advisory environments.
Strong knowledge of life insurance products, wealth planning solutions, and high-net-worth client needs.
Sales-oriented mindset with the ability to translate product features into client value.
Strong presentation, communication, and stakeholder management skills.
Professional insurance or financial planning certifications (e.g. CFP, RFP, or equivalent) are an advantage.
Ability to work collaboratively with Relationship Managers, insurers, and internal stakeholders in a fast-paced environment.

What's on Offer

Competitive salary
Additional performance-based bonus
Opportunities to work in a professional and client-centric environment in Hong Kong.
Comprehensive benefits package and career development support.

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VP/ Director, Insurance Product Specialist, PBWM

Job Description - VP/ Director, Insurance Product Specialist, PBWM

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