HNW Insurance Broker
Core
Develop new business and manage client relationships within the high-net-worth segment by collaborating with private bankers and wealth planners to deliver tailored insurance solutions.
Role type
Senior IC HNW Insurance Broker
Builds
Tailored insurance solutions and wider company services for high-net-worth clients
Domain
Private banking, securities, asset management, insurance
Required skills
New business development, client acquisition via referral networks, relationship management with wealth planners, HNW client needs analysis, life insurance product expertise, regulatory compliance, sales pipeline management
Preferred skills
Mandarin/Cantonese proficiency, ultra HNW client relationships
Technologies
Universal Life products, Whole Firm proposition
Responsibilities
Lead development of new business and client acquisition through referral networks, Build and foster rapport with wealth planners and market heads to drive referrals, Work closely with private bankers to understand HNW clients' needs, Identify opportunities to introduce other lines of business, Ensure compliance with regulatory requirements, Achieve sales targets
Seniority
Senior, hands-on IC