My client is extending an invitation to a junior insurance professional to elevate their career in Private Bank. Our client, a top Chinese Private Bank, is seeking an individual to join their product management team.

Job Description:

• Act as an insurance product expert to provide consultation services on various types of insurance products.
• Using insurance or trust product to provide wealth planning solutions to high net worth and corporate clients.
• Attend to client inquiries regarding insurance product and provide supporting to both existing and prospects clients.
• Prepare presentation and promote wealth planning and insurance products to internal stakeholders.

Qualifications & Skills Required:

• A bachelor's degree or higher in Finance, Economics, or a related field.
• A minimum of 3 years of insurance product development experience, preferably at a private bank/ insurance brokerage.
• Qualified CFP/FLMI/CPA/FRM is preferred.
• Strong client facing experience.
• Excellent command of spoken and written Chinese and English, including Putonghua.