Published 1 year ago
Insurance Specialist - Private Bank (Open to Insurance Broker)
Selby Jennings
Job Description
My client is extending an invitation to a junior insurance professional to elevate their career in Private Bank. Our client, a top Chinese Private Bank, is seeking an individual to join their product management team.
Job Description:
- Act as an insurance product expert to provide consultation services on various types of insurance products.
- Using insurance or trust product to provide wealth planning solutions to high net worth and corporate clients.
- Attend to client inquiries regarding insurance product and provide supporting to both existing and prospects clients.
- Prepare presentation and promote wealth planning and insurance products to internal stakeholders.
Qualifications & Skills Required:
- A bachelor's degree or higher in Finance, Economics, or a related field.
- A minimum of 3 years of insurance product development experience, preferably at a private bank/ insurance brokerage.
- Qualified CFP/FLMI/CPA/FRM is preferred.
- Strong client facing experience.
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Excellent command of spoken and written Chinese and English, including Putonghua.
Job Particulars
Job source
eFinancialCareers
Job reference
20864043
Date published
26 Mar 2024
Job keywords
Private Banking & Wealth Management, Product Specialisation, Insurance, Other, Retail Banking, Insurance & investment
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