The Role Overview:
This role will be responsible for assisting the Director to build relationships with Private Bankers, and provide advice on life insurance products for High Net Worth individuals.
Key Responsibilities:
- Collaborate with Private Bankers to identify and understand the insurance needs of high net worth clients.
- Maintain in-depth knowledge of insurance products, market trends, and regulatory requirements relevant to HNW individuals.
- Build and nurture long-term relationships with clients, ensuring a high level of customer satisfaction.
- Conduct compelling presentations and meetings to showcase insurance offerings and their benefits to clients.
Key requirements:
- Diploma holder or above
- Over 3 years of experience in financial industry
- Good command of both English and Chinese
- Excellent communication and presentation skills.
