ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
Key ResponsibilitiesRelationship Management: Acquire and manage key relationships with local and Mainland Chinese Visitor (MCV) clients to hit business targets.Broker Onboarding & Operations: Help find and onboard new brokers, handle due diligence, and coordinate broker commissions.Internal Coordination: Partner with internal teams to keep services running smoothly and aligned with business goals.Market Insights: Gather feedback on competitor activities, c
Key ResponsibilitiesRelationship Management: Acquire and manage key relationships with local and Mainland Chinese Visitor (MCV) clients to hit business targets.Broker Onboarding & Operations: Help find and onboard new brokers, handle due diligence, and coordinate broker commissions.Internal Coordination: Partner with internal teams to keep services running smoothly and aligned with business goals.Market Insights: Gather feedback on competitor activities, c
About the ClientOur client is a premier financial services firm aligned with a Top 10 global insurance and asset management powerhouse. Boasting over a century of heritage and millions of clients worldwide, they deliver both life, and general insurance solutions.It provides a guaranteed base salary combined with an aggressive commission structure featuring NO-CLAWBACK policy.Key ResponsibilitiesLead Generation & Prospecting: Actively identify, target, and
About the ClientOur client is a premier financial services firm aligned with a Top 10 global insurance and asset management powerhouse. Boasting over a century of heritage and millions of clients worldwide, they deliver both life, and general insurance solutions.It provides a guaranteed base salary combined with an aggressive commission structure featuring NO-CLAWBACK policy.Key ResponsibilitiesLead Generation & Prospecting: Actively identify, target, and
Key Responsibilities:Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirementsEnsure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be requiredReviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client,
Key Responsibilities:Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirementsEnsure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be requiredReviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client,
Role Overview:This role responsible for providing all administrative support to sales team.Key responsibilities:End-to-End Support: Manage the application process from the initial quote through to the final policy activation.Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when require
Role Overview:This role responsible for providing all administrative support to sales team.Key responsibilities:End-to-End Support: Manage the application process from the initial quote through to the final policy activation.Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when require
Key responsibilities: Manage customer enquiries and complaints generated from different touch points such as inbound call, email, written correspondence and social media channels within the company’s service pledge in an efficient, professional and accurate mannerEstablish and maintain good customer relationships by providing one-stop customer care servicesProvide after-sales service to customers including policy endorsement and claims handlingEnsure the s
Key responsibilities: Manage customer enquiries and complaints generated from different touch points such as inbound call, email, written correspondence and social media channels within the company’s service pledge in an efficient, professional and accurate mannerEstablish and maintain good customer relationships by providing one-stop customer care servicesProvide after-sales service to customers including policy endorsement and claims handlingEnsure the s
Key Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information and
Key Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information and
about the team.You will lead and grow a team of UHNW advisors, private banking partners, and legal specialists. Reporting directly to the Hong Kong CEO, you will create an energetic, performance-driven culture while building strong relationships with private banks, external asset managers (EAMs), and insurance companies.about the job.Drive and execute the Taiwan market strategy with full P&L ownership, driving revenue growth, market share, and platform sca
about the team.You will lead and grow a team of UHNW advisors, private banking partners, and legal specialists. Reporting directly to the Hong Kong CEO, you will create an energetic, performance-driven culture while building strong relationships with private banks, external asset managers (EAMs), and insurance companies.about the job.Drive and execute the Taiwan market strategy with full P&L ownership, driving revenue growth, market share, and platform sca
Key Responsibilities1. Strategy & Business PlanningStrategic Roadmap: Help the CAO define long-term agency growth, productivity, and recruitment plans.Data Insights: Analyze performance data (sales, active agents, retention) to find trends and guide decision-making.Planning: Lead annual and quarterly business planning for the agency channel.2. Operations & GovernanceProcess Improvement: Optimize agency workflows and systems to make it easier for agents to
Key Responsibilities1. Strategy & Business PlanningStrategic Roadmap: Help the CAO define long-term agency growth, productivity, and recruitment plans.Data Insights: Analyze performance data (sales, active agents, retention) to find trends and guide decision-making.Planning: Lead annual and quarterly business planning for the agency channel.2. Operations & GovernanceProcess Improvement: Optimize agency workflows and systems to make it easier for agents to
About the ClientOur client is a leading global health and life insurance provider, known for its strong market presence and customer-first ethos, they offer an exceptional environment for professional growth.Key ResponsibilitiesIndividual Portfolio Pricing: Direct and oversee the end-to-end pricing process for individual health products, ensuring all strategic decisions align with overall financial targets and risk appetite.Pricing Framework Development: D
About the ClientOur client is a leading global health and life insurance provider, known for its strong market presence and customer-first ethos, they offer an exceptional environment for professional growth.Key ResponsibilitiesIndividual Portfolio Pricing: Direct and oversee the end-to-end pricing process for individual health products, ensuring all strategic decisions align with overall financial targets and risk appetite.Pricing Framework Development: D
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