Our client, the largest international insurance broker with offices located in more than 55 countries is currently looking to expand their teams
Responsibilities:
- Design personalized life insurance plans aligned with clients' financial goals and priorities
- Collaborate closely with Relationship Managers and branch teams to uncover client needs and offer specialized insurance guidance
- Engage in joint client consultations and proactively pursue leads from Bank referrals
- Foster strong partnerships with Relationship Managers, branch staff, and key business stakeholders
- Oversee the entire client journey , from initial meetings to follow-ups, documentation, and system updates
- Maintain strict adherence to company policies, procedures, and regulatory standards
Requirements:
- Minimum degree holder
- Professional Insurance certifications are required
- At least 5 years of experience in relevant positions (i.e. retail banks relationship managers)
- Good articulation able to communicate and build strong relationships with both clients and team
- Able to communicate fluently in English, Mandarin and Cantonese (both spoken and written)
- Proficient in MS Office, able to type in both Simplified and Traditional Chinese