Private Bank Insurance Specialist (HNW/UHNW)

We are seeking an experienced Insurance Specialist to partner with Private Bank Relationship Managers (RMs) in delivering sophisticated insurance solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Your new role

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  Advise clients on wealth protection, legacy planning, estate planning, liquidity management, and succession strategies through insurance solutions.
  
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  Conduct joint client meetings and provide technical expertise during sales discussions.
  
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  Structure and present tailored insurance recommendations aligned with clients' wealth planning objectives.
  
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  Serve as the insurance expert for the Private Banking team.
  
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  Coach and educate RMs on insurance products, market developments, sales concepts, and client positioning techniques.
  
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  Deliver product training, case sharing, and knowledge sessions to enhance RM capability and confidence in insurance discussions.
  

What you'll need to succeed

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  Strong knowledge of life insurance and HNW wealth planning solutions.
  
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  Experience supporting bankers/RMs is preferred.
  
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  Strong communication, presentation, and stakeholder management skills.
  
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  IIQE paper 1 & 3.
  
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  Fluent in English, Cantonese and Mandarin.
  

What you need to do now

If you are interested in this position or other positions in the insurance industry, please send your Resume to [email protected].