Insurance Specialist - Private Bank (Open to Insurance Broker)

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.
Excellent command of spoken and written Chinese and English, including Putonghua.