VP, Insurance Product Manager, PWM

Unicorn Advisor

  • Hong Kong
  • Permanent
  • Full-time
  • 1 month ago
Key Responsibilities:Act as insurance brokerage Responsible Officer and be familiar with insurance brokerage license regulated activitiesAct as insurance product specialist to provide insurance product recommendation and insurance plan solutions according to client needCollaborate with business development and sales team to establish prospective client relationships to achieve insurance products sales target and outcomeDevelop and implement insurance business sales plan and insurance business development strategiesEstablish and lead business initiatives such as sales and marketing campaigns, and client eventsOversee operations of the company’s insurance business and maintain business relationship with insurance partners to facilitate and support business developmentCoordinate and prioritize technical infrastructure development roll out, and ongoing operational improvement plansFormulate, review, and update the internal control and operational procedures to ensure full regulatory complianceParticipate in ad-hoc projects and duties as assigned

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