Sales Consultant, HNW Insurance Brokerage (North Asia)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I specialize in Financial Advisory (FA) and Insurance Roles please browse [More jobs from this company] for more roles.

Role Overview

We are seeking an experienced HNW Insurance Broker consultant to support the growth of our North Asia market. The successful candidate will be responsible for developing new business opportunities and managing client relationships across North Asia with a primary focus on Taiwan, Hong Kong, and China.

Key Responsibilities

• Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Cultivate and sustain robust ties with consumers and institutional allies to evaluate their wealth objectives and deliver appropriate strategic recommendations, which involves guiding wealthy and ultra-wealthy account holders toward the right life insurance structures for their portfolios.
• Perform comprehensive wealth evaluations and diagnostic reviews to pinpoint consumer vulnerabilities, suggesting optimal monetary products and instruments.
• Draft and present detailed financial proposals to consumers while continuously managing active accounts and resolving routine operational or technical questions.
• Keep abreast of broader economic shifts and shifting legal requirements to guarantee strict alignment with local monetary authority rules, participating in ongoing educational courses and workshops while driving promotional campaigns for distribution allies.
• Collaborate closely with internal colleagues to secure maximum consumer retention and the seamless execution of wealth strategies while proactively upgrading your own professional capabilities.
  

Requirements

• Possess exceptional emotional intelligence, articulation capabilities, and portfolio management expertise.
• Familiarity with the North Asia market will be an added advantage
• CMFAS Certification (M5, M9, M9A, HI)
  

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