HNW Insurance Broker

The HNW Insurance Broker role focuses on developing new business and managing client relationships within the high-net-worth segment. The position requires collaboration with private bankers, wealth planners, and client advisors to deliver tailored insurance solutions. Success is measured by the ability to meet sales targets and foster referral partnerships.

The organisation operates within the private banking, securities, asset management, or insurance industry, supporting high-net-worth clients with specialised financial products and services.

Role Overview

The HNW Insurance Broker works closely with network partners such as private banks, securities firms, asset managers, and family offices to generate referral opportunities and deepen client relationships. The role involves understanding client profiles, providing expert advice on life insurance products, and identifying opportunities to introduce wider company services. Maintaining regulatory compliance and achieving sales targets are essential responsibilities.

Key Skills & Experience

• Lead the development of new business and client acquisition through referral networks


• Build and foster rapport with wealth planners, team leaders, and market heads to drive referral opportunities


• Work closely with private bankers, wealth planners, and client advisors to understand HNW clients’ needs and provide appropriate advice


• Identify opportunities to introduce other lines of business and deliver the Whole Firm proposition to clients


• Ensure compliance with regulatory requirements and operational procedures


• Achieve sales targets through building a strong sales pipeline

Requirements

• Degree with at least 6-8 years’ experience in Sales/ Business Development within the private banking, securities, asset management, or insurance industry as a Relationship Manager or Insurance Specialist in the HNW segment


• Proven sales track record promoting Universal Life and other life insurance products


• Possess a global and growth mind-set with technical proficiency in HNW products and services


• Strong presentation skills and client-facing experience, with existing ultra HNW client relationships


• Good interpersonal skills with excellent communication and negotiation abilities


• Fluent in verbal and written English; proficiency in Mandarin/Cantonese is an advantage

If you have the relevant skills and experience, please apply with an updated CV.