job details

about the company.

Our client is a well-established life insurance and wealth management institution in Hong Kong, specializing in providing premier wealth preservation and investment-linked solution to high-net-worth (HNW) clients.
...

about the team.

You will join an ambitious, high-performing BD team focused on driving strategic growth across broker channels, family offices, and emerging distribution platforms.

about the job.

Strategic Channel Expansion: Formulate and execute distribution strategies to expand and deepen sales performance across various broker segments (IFA, local brokers, MCV, and HNW brokers) as well as new distribution channels.
Partner & Relationship Management: Leverage local networks and business intelligence to identify, acquire, and manage long-term strategic relationships with key brokers, intermediaries, and distribution partners.
Wealth Solutions Promotion: Drive the distribution of the firm's core wealth management and investment solutions, developing tailored propositions aligned with partner business models and target client needs.
Channel Enablement & Training: Deliver top-tier product training, market insight sessions, and high-touch support to distribution partners to drive overall sales performance.
Sales Campaigns & Collateral: Partner with Marketing to design effective promotional campaigns and optimize budget allocations to maximize sales growth.
Market Intelligence & Product Strategy: Gather competitive intelligence to contribute directly to product innovation, platform systems, and sales proposition development.

skills & experiences required.

Education & Licenses: University degree in Business, Finance, Economics, or related fields. Valid IIQE Papers 1, 3, and 5 licenses are required.
Relevant Experience: Minimum 3 years of proven track record in business development, sales, or portfolio management within Wealth Management, Banking (Relationship Managers / Private Banking), Broking, or Insurance.
Target Talent Profile: Also open to experienced Bank Relationship Managers (RMs) with strong investment/wealth product knowledge seeking a strategic shift into corporate business development and distribution management.
Market Network: Established network across HK/Mainland client or intermediary segments, with a strong ability to build business relationships.
Language Skills: Excellent command of written and spoken English and Chinese; fluent Mandarin is a must.
Visas: Candidates holding IANG visas with relevant experience are welcomed.

about the company.

about the team.

You will join an ambitious, high-performing BD team focused on driving strategic growth across broker channels, family offices, and emerging distribution platforms.

about the job.

Strategic Channel Expansion: Formulate and execute distribution strategies to expand and deepen sales performance across various broker segments (IFA, local brokers, MCV, and HNW brokers) as well as new distribution channels.
Partner & Relationship Management: Leverage local networks and business intelligence to identify, acquire, and manage long-term strategic relationships with key brokers, intermediaries, and distribution partners.
Wealth Solutions Promotion: Drive the distribution of the firm's core wealth management and investment solutions, developing tailored propositions aligned with partner business models and target client needs.
Channel Enablement & Training: Deliver top-tier product training, market insight sessions, and high-touch support to distribution partners to drive overall sales performance.
Sales Campaigns & Collateral: Partner with Marketing to design effective promotional campaigns and optimize budget allocations to maximize sales growth.
Market Intelligence & Product Strategy: Gather competitive intelligence to contribute directly to product innovation, platform systems, and sales proposition development.

skills & experiences required.

Education & Licenses: University degree in Business, Finance, Economics, or related fields. Valid IIQE Papers 1, 3, and 5 licenses are required.
Relevant Experience: Minimum 3 years of proven track record in business development, sales, or portfolio management within Wealth Management, Banking (Relationship Managers / Private Banking), Broking, or Insurance.
Target Talent Profile: Also open to experienced Bank Relationship Managers (RMs) with strong investment/wealth product knowledge seeking a strategic shift into corporate business development and distribution management.
Market Network: Established network across HK/Mainland client or intermediary segments, with a strong ability to build business relationships.
Language Skills: Excellent command of written and spoken English and Chinese; fluent Mandarin is a must.
Visas: Candidates holding IANG visas with relevant experience are welcomed.

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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summary

hong kong
HK$40,000 - HK$50,000 per month
permanent
full-time

specialism
insurance
sub specialism
brokerage
reference number
91M0275676_9036642154186330481

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evelyn lin

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broker partnerships manager (hnw life products).

job details

skills

qualifications

education

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the application process.

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we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

evelyn lin

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