Job ref no.: CT3116513-01#6697

Senior Associate/ Assistant Manager, Wealth Management Business Development



Position Objectives:

Drive and enable the acceleration of developing HNW business solution and Unit-Linked business in order to achieve business targets in Agency Channel.


  • Execute sales strategies for High Net Worth and unit linked business to achieve the production targets, including risk management, wealth preservation, retirement planning etc.
  • Enhance supports for financial planning through providing coaching on products and wealth management knowledge on unit linked and high net worth business
  • Follow up pending cases, liaison with underwriting, case management and operations
  • Maintain close relationship and engagement with agents
  • Develop customer-centric solutions and provide joint field work support


  • University / College graduate in any discipline
  • 2 years relevant experience in insurance industry preferable
  • PC skills in MS Office, including Power Point, Excel and Chinese character typing
  • Proactive, mature, initiative, customer service oriented, willing and able to learn, team player, trustworthy

We offer an attractive remuneration package to the successful candidate. Please submit your application by clicking Apply Now for our processing.

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More job information
Job ref no. CT3116513-01#6697
  • N/A
Job Function
Employment Term
  • Full-time
  • 2 years - 8 years
Career Level
  • Middle management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree