Sales Consultant, HNW Insurance Brokerage (North Asia)

Responsibilities

• Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Build and maintain relationships with clients and partners to understand their financial goals and provide suitable financial advice, including advising high net worth and ultra-high net worth clients on suitable life insurance solutions for their needs.
• Conduct financial assessments and analysis to identify client, recommending appropriate financial products and services
• Prepare and deliver presentations to clients on financial planning and servicing existing clients and partners while addressing general ad-hoc and technical queries.
• Stay up to date with industry trends and regulatory changes to ensure compliance with MAS regulations, attend regular training sessions and seminars, and engage in marketing and training initiatives for partners.
• Work collaboratively with other team members to ensure client satisfaction and successful implementation of financial plans while continuously improving your skills and knowledge

Requirements

• Strong interpersonal, communication, and relationship management skills
• Familiarity with the North Asia market will be an added advantage
• CMFAS Certification (M5, M9, M9A, HI)

Additional Information

Role Overview We are seeking an experienced HNW Insurance Broker consultant to support the growth of our North Asia market. The successful candidate will be responsible for developing new business opportunities and managing client relationships across North Asia with a primary focus on Taiwan, Hong Kong, and China.

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