• Build and manage relationships with UHNW clients and their advisors in Hong Kong to deliver bespoke life insurance solutions
• Develop wealth planning strategies in collaboration with private bankers, tax advisors, and legal professionals
• Identify new business opportunities through trusted partnerships and referral channels
• Position yourself as a key advisor by providing compliant, client-centric insurance-based wealth solutions
• Work closely with private banks, external asset managers, and family offices in Hong Kong to drive lead generation and client engagement
• Educate partners on the value of life insurance in estate planning, wealth preservation, and liquidity creation
• Support and co-host client events, briefings, and seminars to deepen relationships and market presence
• Stay updated on Hong Kong-specific tax, trust, and regulatory developments relevant to UHNW planning
• Collaborate with internal underwriting, structuring, and operations teams to ensure smooth end-to-end delivery
• Contribute to local business planning, revenue forecasting, and sales execution strategies
• Mentor junior team members and support ongoing training and development initiatives
• Lead client presentations and structure advanced solutions for complex wealth scenarios
• Represent the firm at Hong Kong-based industry events, partner briefings, and client forums

• Experience in life insurance sales, wealth management, or bancassurance, specifically in the Hong Kong HNW or UHNW client segment
• Candidates from insurers, brokers, private banks, trusts or family office environments are encouraged to apply
• Proven consultative sales and relationship management skills
• Fluent in English
• proficiency in Cantonese and/or Mandarin is highly preferred
• Strong understanding of Hong Kong’s wealth planning landscape, including insurance-based solutions
• Self-motivated, professional, and able to thrive in a high-performance, client-focused culture

Proficiency in Cantonese and/or Mandarin