Insurance Specialist

This role offers a unique opportunity to be seconded to our bank partner, where the successful candidate will engage directly with high-net-worth clients and relationship managers to deliver tailored insurance solutions as part of holistic wealth planning.

The candidate will contribute to our mission by ensuring compliant, client-centric insurance advice that aligns with both Manulife’s standards and our partner bank’s expectations. This opportunity provides exposure to a prestigious banking environment, international client engagement, and the chance to influence wealth planning strategies at the highest level.

 Position Responsibilities:

• Conduct joint appointments with RMs to meet customers, understand their needs and provide advice on suitable insurance solutions 
• Support the entire insurance application fulfilment process, follow up on underwriting requirements and facilitate a smooth onboarding journey 
• Conduct subsequent reviews with clients to ensure their evolving needs are met
• Conduct regular updates, training & engagement to private bankers so that they are familiar with concepts of insurance as a part of wealth planning, as well as the main attributes of the products and their applications
• Respond to RM and customer's insurance related queries promptly
• Prepare client presentation material with the support of admin team.
• Work with RMs & admin team to provide after sales services to clients.
• Attend client engagement events locally & overseas 
• Conduct presentations at client events
• Ensure that the advisory process is fully compliant with Manulife's guidelines as well as the requirements of our private bank partner

Requirements

• Degree Holder with at least 10 years of related experience marketing insurance products to HNWI preferably within the banking industry
• Established track record in marketing life insurance to HNWIs
• Strong working & technical knowledge in HNW insurance and an in depth understanding of underwriting and due diligence requirements
• Travelling will be required
• Possesses a positive mindset, is a motivated self-starter with the tenacity to succeed
• Ability to establish rapport and good relationships with private bankers, clients and related stakeholders
• Fluency in English & Mandarin. Ability to present, and conduct business in Mandarin
• Possesses CMFAS qualifications

 When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].