Your new company 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 Tiffany.Lee@hays.com.hk.