Client Consultant (UHNW Insurance Broker)

Client Consultant (UHNW Insurance Broker)
• Prestigious UHNW Insurance Brokerage business with a regional presence
• Client management and business development
• Promising career progression

About the Company

My client is one of the most prestigious UHNW life insurance brokers, with a regional presence.

About the Job
• Client Relationship Management:
• Build and maintain strong relationships with ultra-high-net-worth (UHNW) clients
• Serve as the primary point of contact for client inquiries and service requests
• Sales and Business Development:
• Identify and develop new business opportunities within the UHNW segment
• Develop tailored insurance solutions that meet the unique needs of UHNW clients
• Achieve sales targets and contribute to the overall growth of the firm
• Consultative Selling:
• Conduct comprehensive needs assessments and risk analyses for clients
• Provide expert advice on complex insurance products and strategies
• Design and present customized insurance plans
• Market Research and Analysis:
• Stay informed about industry trends, market conditions, and competitor offerings
• Analyze market data to identify potential sales opportunities
• Collaboration and Networking:
• Work closely with underwriters, policy administrators, and other internal teams
• Attend industry events and networking opportunities to enhance the firm’s presence

Requirements
• Bachelor’s degree in finance, business administration, or a related field
• Proven experience in sales or client consulting roles, preferably within the insurance or financial services industry
• Experience working with UHNW clients is a significant advantage
• Strong interpersonal and communication skills
• Ability to build trust and rapport with sophisticated clients
• Excellent negotiation and problem-solving skills
• Strong analytical abilities to understand complex insurance products
• High level of professionalism and discretion
• Willingness to travel as needed to meet clients
• Proficiency in CRM software and Microsoft Office Suite
• Proficiency in written English and Chinese, and spoken English, Cantonese, and Mandarin

Apply

For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at demipoon@randstad.com.hk.

skills

no additional skills required

qualifications

no additional qualifications required

education

Bachelor Degree