PWM Asia, Insurance Referral Specialist, Hong Kong

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Morgan Stanley
  • 22 Jan 19

See job description for details

Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

Morgan Stanley Private Wealth Management (“PWM”) provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.

Investment Management Services (“IMS”) Team cover the full spectrum of Fee-based products related activities for PWM Asia Clients, including Funds sourcing and due diligence, product on-boarding, marketing and after sales support, product monitoring, and operational support. IMS team also manages discretionary portfolios across asset classes and leads other initiatives such as insurance referrals and lending program for PWM Asia clients.

  • Based in Hong Kong, the Investment Management Services (IMS) team is seeking a highly self-motivated professional (up to Manager level) to support its Insurance management activity.
  • Identify and capture insurance referral business opportunities with prompt follow up with relevant insurance companies and insurance brokers
  • Engage end to end insurance referral services including client needs identification, solution recommendations and follow up
  • Develop and expand strategically the wealth planning and insurance referral platform
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among private wealth management.


  • A university degree or equivalent
  • At least 3-5 years of prior experience in the insurance referral business
  • Extensive product knowledge across all insurance products
  • Strong English communication skills (both written and verbal) necessary; fluency in Mandarin with the ability to read and write Chinese a must
  • Team player with strong interpersonal skills
  • Ability to consistently perform to the highest standard in a small compact team setting
  • Candidates with more experience will be hired at Senior Manager level