Business Development Manager, HNW Life Insurance Brokerage
We are seeking experienced professionals for an exciting opportunity to join a leading provider of insurance / risk management solutions tailored to High Net Worth (HNW) clients. This role focuses on delivering integrated life insurance solutions that align with wealth planning strategies. With a strong presence across key markets including Singapore, Hong Kong SAR, Mainland China, etc., the organization collaborates with global financial institutions and private banks to serve clients in 50+ countries.
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Key Responsibilities
- Support the sales team in developing and executing strategies to meet business objectives
- Manage the submission of applications and liaise with insurers
- Ensure accurate documentation and maintenance of all client applications
- Stay well-versed in insurance products, services, and bank credit procedures
- Coordinate administrative tasks, including organizing medical exams, preparing insurance forms and policy contracts, and managing client reimbursements
- Address inquiries from both internal and external stakeholders
- Participate in ongoing training and development programs to enhance skills and knowledge
- Contribute to the continuous improvement of internal processes
Key Qualifications
- Bachelor’s degree with experience in Sales or Business Development, ideally within Private Banking, Trusts, Asset Management, or Insurance sectors
- Proven track record in sales, especially in promoting Universal Life insurance or similar products to HNW clients
- Strong technical understanding of HNW products and services, with a global perspective and collaborative mindset
- Excellent presentation, communication, and interpersonal skills, with client-facing experience and existing relationships in the UHNW/HNW segment
- Proficient team player with strong negotiation and relationship management abilities
- Fluency in English, Mandarin and Cantonese
What Sets You Apart
- Resourceful problem-solver with the ability to navigate complex and matrixed environments while maintaining a positive and results-driven attitude
- Highly collaborative and adaptable, with a demonstrated ability to work effectively in diverse team settings
Apply
For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at demipoon@randstad.com.hk.
