You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job Requirements
- Conduct research on the needs of Mainland China HNW clients across insurance, tax, succession, immigration, education, healthcare, and lifestyle planning.
- Assess the current client value proposition, identify gaps, and develop proposition materials, client stories, and case libraries.
- Monitor market trends and competitor offerings to build a strong HNW knowledge base.
- Build and manage the non-insurance partner ecosystem across tax, legal, trust, family office, wealth, and lifestyle services.
- Oversee the full partnership lifecycle, including identification, negotiation, contracting, onboarding, and governance.
- Develop practical tools for channels and case managers, such as playbooks, training materials, client scenarios, and partner directories.
- Gather channel feedback and translate insights into proposition refinement and partner development.
- Act as a bridge between internal channels and external partners to support client opportunities.
- Lead assigned HNW projects end-to-end, coordinating stakeholders across Legal, Compliance, Finance, Operations, and IT to ensure timely and compliant delivery.
Job Requirements
- Bachelor’s degree or above.
- At least 10 years of relevant experience in insurance, private banking, wealth management, family office, HNW advisory, or related consulting.
- Strong experience with Mainland China HNW clients and understanding of cross-border client needs.
- Strong research, analytical, and documentation skills.
- Proven ability to drive initiatives from concept to implementation.
- Self-motivated, hands-on, and able to work across multiple stakeholders.
- Strong written and spoken English and Chinese; fluent Mandarin required.
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Channel Management
Posting End Date:
29/06/2026
