MANAGER, BUSINESS DEVELOPMENT SUPPORT (HNW)

  • Well established Insurance Company
  • Excellent Exposure

Our client is a well-established insurance company with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit high calibers to join them.

Responsible for providing comprehensive service to HNW brokers. Act as one of the primary points of contact for HNW brokers, coordinating a wide range of financial, lifestyle, and administrative services to meet their clients’ complex needs.

Client Relationship Management

  • Serve as the main liaison between the company and HNW brokers. Build and maintain strong, long - term relationships based on trust, understanding, and personalized service.
  • Proactively communicate with HNW brokers on a regular basis to understand their evolving needs, financial goals, and lifestyle preferences.
  • Respond promptly and effectively to HNW brokers inquiries, requests, and concerns. Ensure that all brokers issues are resolved to their satisfaction.

Service Coordination

  • Collaborate with wealth advisors, investment managers, tax specialists, lawyers, and estate planners to deliver integrated solutions.
  • Documentation and Record - Keeping
  • Maintain accurate and up-to-date broker records, including business information, service requests, and communication history. Ensure that all documentation is organized, easily accessible, and compliant with data protection and privacy regulations.

Business Development Support

  • Provide feedback to the business development team on broker needs, market trends, and competitive intelligence. Assist in the development of new products and services tailored to the HNW client segment.
  • Participate in brokers’ client acquisition activities, by representing the company in a professional and knowledgeable manner.

To be considered, you should be a Degree holder with a minimum of 6 years’ of experience in client relationship management, preferably in the financial services or insurance industry. Experience working with HNW brokers, clients and wealth advisors. Sound knowledge in Wealth Management and Financial products. Excellent communication, interpersonal and relationship building skills. Highly responsive, ability to multi-task and work under pressure. Fluent in English and Cantonese; proficient in Mandarin communication.

Interested applicants should send a detailed resume to Michelle Ho by email to This email address is being protected from spambots. You need JavaScript enabled to view it. quoting reference 4822.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)