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Business Development Manager, HNW Life Insurance Brokerage

Salary undisclosed


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Business Development Manager, HNW Life Insurance Brokerage

We are seeking experienced professionals for an exciting opportunity to join a leading provider of insurance / risk management solutions tailored to High Net Worth (HNW) clients. This role focuses on delivering integrated life insurance solutions that align with wealth planning strategies. With a strong presence across key markets including Singapore, Hong Kong SAR, Mainland China, etc., the organization collaborates with global financial institutions and private banks to serve clients in 50+ countries.

Key Responsibilities

• Support the sales team in developing and executing strategies to meet business objectives

• Manage the submission of applications and liaise with insurers

• Ensure accurate documentation and maintenance of all client applications

• Stay well-versed in insurance products, services, and bank credit procedures

• Coordinate administrative tasks, including organizing medical exams, preparing insurance forms and policy contracts, and managing client reimbursements

• Address inquiries from both internal and external stakeholders

• Participate in ongoing training and development programs to enhance skills and knowledge

• Contribute to the continuous improvement of internal processes

Key Qualifications

• Bachelor’s degree with experience in Sales or Business Development, ideally within Private Banking, Trusts, Asset Management, or Insurance sectors

• Proven track record in sales, especially in promoting Universal Life insurance or similar products to HNW clients

• Strong technical understanding of HNW products and services, with a global perspective and collaborative mindset

• Excellent presentation, communication, and interpersonal skills, with client-facing experience and existing relationships in the UHNW/HNW segment

• Proficient team player with strong negotiation and relationship management abilities

• Fluency in English, Mandarin and Cantonese

What Sets You Apart

• Resourceful problem-solver with the ability to navigate complex and matrixed environments while maintaining a positive and results-driven attitude

• Highly collaborative and adaptable, with a demonstrated ability to work effectively in diverse team settings

ApplyFor interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at [email protected].

skills

no additional skills required

qualifications

no additional qualifications required

education

Bachelor Degree