Director, Hnw Wealth Planning Consultant (agency Channel)

Manulife

Hong Kong, Hong Kong
Hybrid
Hnw market segment sales strategy
Agency channel partnership
Hnw legacy planning solutions
Develop and execute a sales strategy to generate new business opportunities within the high-net-worth market segment through agency channel

Job Summary

  • Develop and execute a sales strategy to generate new business opportunities within the high-net-worth market segment through agency channel.
  • Partner with experienced agents to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions on their high-net-worth portfolios.
  • We’ll empower you to learn and grow the career you want, in a flexible environment where well-being and inclusion are more than just words.

Matching Summary

Develop and execute a sales strategy to generate new business opportunities within the high-net-worth market segment through agency channel.

Skills & Requirements

Must-have

  • HNW market segment sales strategy
  • agency channel partnership
  • HNW Legacy Planning solutions
  • Trust, Will and Power of Attorney knowledge
  • Mainland Chinese Market insurance
  • international development impacting HNWIs

Nice-to-have

  • customer focus and empowerment
  • flexible work environment
  • well-being and inclusion
  • global team collaboration

Key Requirements

  • University degree or above
  • Over 8 years HNW business experience
  • Insurance and Fiduciary structure experience
  • Fluent in Chinese, Putonghua, and English

Work Rights

Not specified

Tailored Resume

Cover Letter