VP/ Director, Insurance Product Specialist, PBWM

• Stable platform with a supportive and collaborative culture
• Relationship-driven environment

About Our Client

The company is a well-established firm in the financial services industry, known for providing tailored solutions to its clients. With a strong presence in Hong Kong, the organization is committed to delivering exceptional service and innovative financial products.

Job Description

Key Responsibilities

• Partner closely with Relationship Managers and frontline advisors to support insurance sales activities, providing product advisory and structuring support for high-value client portfolios.
• Advise on complex insurance solutions, including protection, legacy planning, wealth preservation, and estate-planning-related policies.
• Support client engagements by preparing sales proposals, illustrations, benefit comparisons, and scenario-based analyses for client discussions.
• Proactively identify insurance cross-selling opportunities within client portfolios and contribute to overall revenue growth.
• Conduct product training sessions and sales support workshops for Relationship Managers, enhancing product knowledge and sales effectiveness.
• Work with insurers and internal product teams to structure competitive solutions for large or complex cases, including pricing discussions and underwriting coordination.
• Stay abreast of regional insurance market developments, regulatory changes, and product trends to support advisory-led sales conversations.
• Collaborate with compliance and operations teams to ensure suitability, documentation accuracy, and adherence to regulatory requirements.
• Support marketing initiatives, client seminars, roadshows, and portfolio reviews as required.

The Successful Applicant

• Degree holder in any discipline; qualifications in insurance, finance, or related fields are preferred.
• Proven experience in insurance product sales, product advisory, or insurance-focused roles within Private Banking, Wealth Management, or Financial Advisory environments.
• Strong knowledge of life insurance products, wealth planning solutions, and high-net-worth client needs.
• Sales-oriented mindset with the ability to translate product features into client value.
• Strong presentation, communication, and stakeholder management skills.
• Professional insurance or financial planning certifications (e.g. CFP, RFP, or equivalent) are an advantage.
• Ability to work collaboratively with Relationship Managers, insurers, and internal stakeholders in a fast-paced environment.

What's on Offer

• Competitive salary
• Additional performance-based bonus
• Opportunities to work in a professional and client-centric environment in Hong Kong.
• Comprehensive benefits package and career development support.