Your new company

A growing insurance company is looking for an Account Manager to support its expanding Greater China business. You'll work closely with banking partners and serve clients referred by Relationship Managers, providing professional insurance solutions and ongoing relationship management.

Your new role

• Manage and develop relationships with High-Net-Worth (HNW) clients referred by banking partners.
• Partner closely with Relationship Managers from Chinese banks to provide tailored insurance and wealth protection solutions.
• Conduct financial needs analysis and recommend appropriate insurance products for wealth preservation, succession planning, legacy planning, and protection needs.
• Deliver a high-touch and personalized client experience throughout the policy life cycle.
• Support new business applications, underwriting, policy issuance, and after-sales servicing.
• Maintain strong relationships with referral partners and ensure seamless customer engagement.
• Achieve individual business targets while adhering to regulatory and compliance requirements.

What you'll need to succeed

• 3+ years of experience in insurance, private banking, wealth management, bancassurance, or HNW client relationship management.
• Experience serving affluent or Mainland Chinese clients is highly preferred.
• Strong understanding of wealth accumulation, succession planning, and insurance solutions.
• Excellent relationship-building and communication skills.
• Fluent Mandarin and English are required.
• IIQE-qualified or possessing relevant insurance licences.

What you'll get in return

• Established referral network from leading Chinese banking partners.
• Access to a high-quality pipeline of affluent and HNW clients.
• Opportunity to advise clients on sophisticated wealth planning and legacy solutions.
• Attractive base salary, performance bonus, and long-term career progression.

What you need to do now
If you're interested in this role or other roles in the Insurance/ Financial Service industry, please apply now or send your updated CV to me at Tiffany.Lee@hays.com.hk for a confidential discussion.