HNW Client Management Lead (Insurance Broker, RO)
- Renowned Insurance Broker
- HNW Client Management (referrals)
- Business Management
About the Company
My client is an Insurance Broker, owned by a Financial Institution headquartered in China.
About the TeamConsists of experienced licensed advisors with extensive experience in HNW client management, and knowledge of insurance products.
About the Job
- Craft and deploy strategic initiatives to enhance the promotion of the company's wealth management services to customers
- Engage with regulatory authorities on insurance brokerage issues and maintain dialogue with insurance firms
- Handle the application process and sustain the validity of the Insurance Agent License
- Oversee daily sales operations and nurture client relationships with diligence
- Develop and enforce an internal risk management system for the Insurance Department
- Supervise and audit all daily insurance transactions
- Offer a comprehensive suite of investment and wealth management solutions to clients
Requirements
... - Bachelor's degree in Accounting, Business Administration, Economics, Finance, or a similar field
- At least 8 years of pertinent experience acquired from insurance agencies or broker client-facing roles, ideally a team manager
- Exceptional communication abilities, adept at engaging with stakeholders at all levels
- Proficient in team management and strategic business planning
- Ideally prior experience as a Licensed Responsible Officer with the Insurance Authority
- Proficiency in spoken and written Cantonese, Mandarin, and English
Apply
For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at demipoon@randstad.com.hk.