A top tier private wealth management platform is hiring a senior insurance specialist in Hong Kong. Minimum 7 years relevant experience is required. Broader product exposure (e.g. wealth planning) is a plus.
Select and review the suitable insurance product for sales team, and cooperate with insurance companies to design the excusive product for the company.
Negotiate the premium financing loan size and cost with different bank.
Support sales team and the company's China PB team with insurance product,
Work with compliance team to responding the regulatory.
Minimum 7 years relevant experience in private bank/ wealth management.