Insurance Broker, High-Net-Worth Insurance & Wealth Solutions
Ethos BeathChapman
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Contract Type:
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
30-Jul-2026
Salary:
About the role Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs. In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space. Key Responsibilities
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
30-Jul-2026
Salary:
About the role Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs. In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space. Key Responsibilities
- Provide tailored life insurance solutions based on clients' financial goals and protection needs.
- Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities.
- Participate in joint client meetings and proactively follow up on referrals and leads.
- Build strong relationships with internal stakeholders to drive collaboration and business growth.
- Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.
- Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services.
- Prior experience in life insurance sales or bancassurance is highly preferred.
- Strong sales, relationship management, and communication skills.
- Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders.