Insurance Specialist (Product Manager)

about the company
Reputable Insurer (High-Net-Worth Segment)

about the job
Key Responsibilities:

Client Engagement & Relationship Management:

Cultivate deep, long-term relationships with high-net-worth individuals. Serve
as their primary advisor by understanding life goals, financial needs, and generational aspirations.

Collaboration & Specialist Coordination:

Partner with external partners (legal, trust, family office) and internal specialists such as tax adviser
to deliver integrated, end-to-end financial solutions.

Market Insights & Advisory:

Stay current with market trends, investment opportunities, and regulatory changes. Translate
insights into actionable advice that supports clients' wealth goals.

Client Events & Education:

Organize exclusive client events to enhance engagement and deliver valuable market perspectives.

about the manager/team

Partner with 2 other Product Managers, supporting a group of High Net Worth Financial Advisors.

skills and experience required

Exiisting RNF. 3-5 years of Insurance Advisory experience, particularly in Universal Life & Investment Linked Products.

To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)