15 Insurance Director jobs in Hong Kong

Join to apply for the Executive Director | Insurance (Transformation Consulting) role at Capco

2 days ago Be among the first 25 applicants

Join to apply for the Executive Director | Insurance (Transformation Consulting) role at Capco

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent.

• We are experts in Banking, Insurance, Capital Markets, and Wealth and Asset Management.
• We are rapidly expanding our insurance practice capability.
• We specialize in creating value through Operational excellence, Digital Transformation, Data Management & Data Analytics, Business & Finance Transformation engagements, and IT transformation and Change programmes.
• We are committed to growing our business and hiring the best talent in the market.
• Our focus is on maintaining our agile and entrepreneurial culture.
  

• To identify key C-suite individuals and build our presence in the Hong Kong market
• Support the growth strategy, by creating or improving our value proposition and go to market strategy
• Lead end-to-end oversight into the delivery of complex, large-scale initiatives
• Lead and develop forward-thinking solutions across various pillars such as technology, people and process for our insurance clients
• Lead transformation projects and process improvement initiatives for multi-national insurers
• Work cross functionally to develop and execute digital transformation strategies to ensure our clients achieve their growth and efficiency objectives
• Synthesize market and industry trends into clearly articulated, tailored, and market differentiated client solutions
• Proactively engage with clients and Capco leadership in regular strategic & planning discussions; cultivate and manage a pipeline of work with clients
• Drive commercial growth of our insurance domain across Hong Kong and APAC
• Lead, Manage and mentor resources to grow in their careers
  

• A Solid Network across Hong Kong Insurance market
• Insurance strategy with transformation experience
• Digital transformation
• Data strategy, data management, data engineering & data analytics
• Business & finance transformation
• Technology strategy, architecture development and technology transformation
  

• A demonstrated network of relationships across the Hong Kong Insurance market at senior levels.
• Strong communication and presentation skills across all levels from C-suite to internal engagement teams and vendors.
• 5+ years of relevant experience in the Insurance Industry with a specific focus on digital transformation across Operations, Underwriting, Distribution and/or Claims.
• 5+ years’ experience in one or more of the following areas within Insurance: digital transformation, agile transformation, operational excellence, designing/implementing target operating model
• A strong understanding of the project lifecycle and the ability to employ these concepts in process design, system implementation and the development of client deliverable
• Business analysis experience in insurance capability uplift and digital ways of working – including designing or implementing target operating model strategies.
• Experience delivering large scale program initiatives, reporting directly to senior stakeholders and managing multiple teams
• Highly effective relationship management skills, with the ability to find ways of solving or pre-empting problems
• Must have a strong track record of delivery, driving business development within a consulting role, as well as the generation of sales
• Strong executive presence and stakeholder management skills
  

• Seniority level Executive

• Employment type Full-time

• Job function Sales and Business Development

Referrals increase your chances of interviewing at Capco by 2x

Central & Western District, Hong Kong SAR 3 days ago

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Join to apply for the Oliver Wyman - Principal, Insurance & Asset Management - Hong Kong role at Oliver Wyman

2 weeks ago Be among the first 25 applicants

Join to apply for the Oliver Wyman - Principal, Insurance & Asset Management - Hong Kong role at Oliver Wyman

About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan (NYSE: MMC).

For more information, visit Follow Oliver Wyman on X @OliverWyman.

Overview On Oliver Wyman's Insurance & Asset Management Practice

At Oliver Wyman, we are passionate about reinventing insurance. We partner clients across four major transformative moments:

• Customer-Led Transformation: Identifying growth and efficiency opportunities by focusing on customer needs. Key questions include: “How can we accelerate topline growth by addressing unmet customer needs?” and “Where can our unique capabilities create a competitive advantage?”
• Performance Transformation: Improving operating models and streamlining costs to reinvest in critical capabilities.
• Deal-Driven Transformation: Supporting integrations, divestitures, and IPOs to help clients navigate complex transactions.
• Stakeholder-Led Transformation: Helping clients adapt to external pressures such as regulatory changes, board strategies, shareholder demands, or leadership transitions.
  
  

• Drive Innovation: Spearhead high-impact consulting projects that redefine client expectations and set industry benchmarks.
• Cultivating Relationships: Build and nurture trusted relationships with senior executives to influence strategic decision-making
• Mentor and Develop Talent: Support and inspire junior consultants by cultivating a collaborative and creative culture that supports their growth and strengthens team capabilities.
• Lead Thought Leadership Initiatives: Develop and communicate insights that establish Oliver Wyman as a trusted and forward-thinking leader in the insurance industry
  
  

• Lead and manage complex client projects, ensuring timely execution and alignment with strategic objectives.
• Oversee project modules - including developing hypotheses, managing data collection, and conducting comprehensive analyses to derive actionable insights.
• Collaborate with Partners in delivering high-quality consulting services, maintaining rigorous standards of excellence.
• Engage directly with clients, delivering presentations and nurturing executive relationships to foster continued collaboration.
• Support the development of junior staff, promoting a learning culture and facilitating skill enhancement.
  
  

• 8-10 years of relevant experience in top-tier strategy consulting or experience in Life, General, Health, Reinsurance, or Asset Management sectors.
• An undergraduate or advanced degree from a respected academic institution.
• Thematic expertise in:
  
• Strategy: portfolio growth, distribution, internationalization, M&A.
• Operations: claims management, underwriting processes, technology integration.
• Financial Effectiveness: risk assessment, capital allocation, regulatory compliance.
  
• Demonstrated success in leading and supporting diverse teams to achieve goals effectively under right deadlines and dynamic environments
• Strong analytical and problem-solving abilities, capable of transforming complex data into clear strategic insights.
• Flexibility and willingness to travel as needed for client projects.
  
  

• Outstanding written and verbal communication skills, facilitating effective engagement with stakeholders at all levels.
• A proactive and growth-oriented mindset, eager to learn and contribute innovative solutions
• Creativity and readiness to propose novel ideas that address our clients' toughest challenges.
• A collaborative approach, valuing respect, inclusion, and teamwork.
  
  

• Be Part of Our Growth Journey: Join us on an inspiring journey to help our clients transform their businesses and the industry, while expanding our market presence through collaboration across regional and global teams. Work closely with our talented colleagues from the Actuarial practice and across Marsh McLennan in a supportive and inclusive environment.
• Leverage Global Strengths: Access the broad resources and expertise of Marsh McLennan
• Inclusive Culture: Thrive in an environment that celebrates diversity, fosters open dialogue and supports collaboration
• Career Growth: Benefit from comprehensive training, mentorship and development opportunities designed to elevate your professional growth
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Education and Training
• Industries Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Oliver Wyman by 2x

Get notified about new Principal jobs in Central & Western District, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Islands District, Hong Kong SAR 8 months ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Oliver Wyman - Principal, Insurance & Asset Management - Hong Kong role at Oliver Wyman

2 weeks ago Be among the first 25 applicants

Join to apply for the Oliver Wyman - Principal, Insurance & Asset Management - Hong Kong role at Oliver Wyman

About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.
The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan (NYSE: MMC).
For more information, visit Follow Oliver Wyman on X @OliverWyman.
Overview On Oliver Wyman's Insurance & Asset Management Practice
At Oliver Wyman, we are passionate about reinventing insurance. We partner clients across four major transformative moments:

• Customer-Led Transformation: Identifying growth and efficiency opportunities by focusing on customer needs. Key questions include: “How can we accelerate topline growth by addressing unmet customer needs?” and “Where can our unique capabilities create a competitive advantage?”
• Performance Transformation: Improving operating models and streamlining costs to reinvest in critical capabilities.
• Deal-Driven Transformation: Supporting integrations, divestitures, and IPOs to help clients navigate complex transactions.
• Stakeholder-Led Transformation: Helping clients adapt to external pressures such as regulatory changes, board strategies, shareholder demands, or leadership transitions.
  

• Drive Innovation: Spearhead high-impact consulting projects that redefine client expectations and set industry benchmarks.
• Cultivating Relationships: Build and nurture trusted relationships with senior executives to influence strategic decision-making
• Mentor and Develop Talent: Support and inspire junior consultants by cultivating a collaborative and creative culture that supports their growth and strengthens team capabilities.
• Lead Thought Leadership Initiatives: Develop and communicate insights that establish Oliver Wyman as a trusted and forward-thinking leader in the insurance industry
  

• Lead and manage complex client projects, ensuring timely execution and alignment with strategic objectives.
• Oversee project modules - including developing hypotheses, managing data collection, and conducting comprehensive analyses to derive actionable insights.
• Collaborate with Partners in delivering high-quality consulting services, maintaining rigorous standards of excellence.
• Engage directly with clients, delivering presentations and nurturing executive relationships to foster continued collaboration.
• Support the development of junior staff, promoting a learning culture and facilitating skill enhancement.
  

• 8-10 years of relevant experience in top-tier strategy consulting or experience in Life, General, Health, Reinsurance, or Asset Management sectors.
• An undergraduate or advanced degree from a respected academic institution.
• Thematic expertise in:
  
• Strategy: portfolio growth, distribution, internationalization, M&A.
• Operations: claims management, underwriting processes, technology integration.
• Financial Effectiveness: risk assessment, capital allocation, regulatory compliance.
  
• Demonstrated success in leading and supporting diverse teams to achieve goals effectively under right deadlines and dynamic environments
• Strong analytical and problem-solving abilities, capable of transforming complex data into clear strategic insights.
• Flexibility and willingness to travel as needed for client projects.
  

• Outstanding written and verbal communication skills, facilitating effective engagement with stakeholders at all levels.
• A proactive and growth-oriented mindset, eager to learn and contribute innovative solutions
• Creativity and readiness to propose novel ideas that address our clients' toughest challenges.
• A collaborative approach, valuing respect, inclusion, and teamwork.
  

• Be Part of Our Growth Journey: Join us on an inspiring journey to help our clients transform their businesses and the industry, while expanding our market presence through collaboration across regional and global teams. Work closely with our talented colleagues from the Actuarial practice and across Marsh McLennan in a supportive and inclusive environment.
• Leverage Global Strengths: Access the broad resources and expertise of Marsh McLennan
• Inclusive Culture: Thrive in an environment that celebrates diversity, fosters open dialogue and supports collaboration
• Career Growth: Benefit from comprehensive training, mentorship and development opportunities designed to elevate your professional growth
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Education and Training
• Industries Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Oliver Wyman by 2x

Get notified about new Principal jobs in Central & Western District, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Islands District, Hong Kong SAR 8 months ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong Kong role at Oliver Wyman

Join to apply for the Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong Kong role at Oliver Wyman

About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan (NYSE: MMC).

For more information, visit Follow Oliver Wyman on X @OliverWyman.

Overview On Oliver Wyman’s Insurance & Asset Management Practice

At Oliver Wyman, we are passionate about reinventing insurance. We partner clients across four major transformative moments:

• Customer-Led Transformation: Identifying growth and efficiency opportunities by focusing on customer needs. Key questions include: “How can we accelerate topline growth by addressing unmet customer needs?” and “Where can our unique capabilities create a competitive advantage?”
• Performance Transformation: Improving operating models and streamlining costs to reinvest in critical capabilities.
• Deal-Driven Transformation: Supporting integrations, divestitures, and IPOs to help clients navigate complex transactions.
• Stakeholder-Led Transformation: Helping clients adapt to external pressures such as regulatory changes, board strategies, shareholder demands, or leadership transitions.
  
  

• Lead Project Execution: Oversee day-to-day management of project workstreams, ensuring rigorous, insightful, and actionable recommendations that resonate with client needs.
• Build Client Partnerships: Develop and sustain trusted relationships with client stakeholders, engaging confidently with senior executives to support strategic decision-making.
• Foster Team Growth: Mentor and empower junior team members, cultivating a collaborative and inclusive culture that enhances individual and collective performance.
• Contribute to Thought Leadership: Support the development and dissemination of innovative insights that reinforce Oliver Wyman’s reputation as a leading voice in insurance consulting.
  
  

• Lead and manage individual project modules, including hypothesis development, data gathering, modeling, analysis, and synthesis of insights to inform client strategies.
• Collaborate closely with Partners and Principals to deliver consulting services that meet the highest standards of quality and impact.
• Engage directly with clients through presentations and workshops, building rapport and ensuring alignment with their strategic objectives.
• Guide and develop junior consultants, promoting continuous learning and professional growth within the team.
• Navigate complex challenges creatively, leveraging primary and secondary research to overcome data limitations and deliver practical solutions
  
  

• 6-8 years of relevant experience in top-tier strategy consulting or experience in Life, General, Health, Reinsurance, or Asset Management sectors.
• An undergraduate or advanced degree from a respected academic institution.
• Thematic expertise in:
  
• Strategy: portfolio growth, distribution, internationalization, M&A.
• Operations: claims management, underwriting processes, technology integration.
• Financial Effectiveness: risk assessment, capital allocation, regulatory compliance.
  
• Strong analytical and problem-solving abilities, capable of transforming complex data into clear strategic insights.
• Proven success in leading teams or workstreams, managing multiple priorities under tight deadlines in fast-paced settings.
• Capability to contribute to thought leadership and intellectual capital development that supports business growth.
• Flexibility and willingness to travel as needed for client projects.
  
  

• Outstanding written and verbal communication skills, facilitating effective engagement with stakeholders at all levels.
• A proactive and growth-oriented mindset, eager to learn and contribute innovative solutions
• Creativity and readiness to propose novel ideas that address our clients' toughest challenges.
• A collaborative approach, valuing respect, inclusion, and teamwork.
  
  

• Be Part of Our Growth Journey: Join us on an inspiring journey to help our clients transform their businesses and the industry, while expanding our market presence through collaboration across regional and global teams. Work closely with our talented colleagues from the Actuarial practice and across Marsh McLennan in a supportive and inclusive environment.
• Leverage Global Strengths: Access the broad resources and expertise of Marsh McLennan
• Inclusive Culture: Thrive in an environment that celebrates diversity, fosters open dialogue and supports collaboration
• Career Growth: Benefit from comprehensive training, mentorship and development opportunities designed to elevate your professional growth
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Business Development and Sales
• Industries Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Oliver Wyman by 2x

Wan Chai District, Hong Kong SAR 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong Kong role at Oliver Wyman

Join to apply for the Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong Kong role at Oliver Wyman

About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.

About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.
The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan (NYSE: MMC).
For more information, visit Follow Oliver Wyman on X @OliverWyman.
Overview On Oliver Wyman’s Insurance & Asset Management Practice
At Oliver Wyman, we are passionate about reinventing insurance. We partner clients across four major transformative moments:

• Customer-Led Transformation: Identifying growth and efficiency opportunities by focusing on customer needs. Key questions include: “How can we accelerate topline growth by addressing unmet customer needs?” and “Where can our unique capabilities create a competitive advantage?”
• Performance Transformation: Improving operating models and streamlining costs to reinvest in critical capabilities.
• Deal-Driven Transformation: Supporting integrations, divestitures, and IPOs to help clients navigate complex transactions.
• Stakeholder-Led Transformation: Helping clients adapt to external pressures such as regulatory changes, board strategies, shareholder demands, or leadership transitions.
  

• Lead Project Execution: Oversee day-to-day management of project workstreams, ensuring rigorous, insightful, and actionable recommendations that resonate with client needs.
• Build Client Partnerships: Develop and sustain trusted relationships with client stakeholders, engaging confidently with senior executives to support strategic decision-making.
• Foster Team Growth: Mentor and empower junior team members, cultivating a collaborative and inclusive culture that enhances individual and collective performance.
• Contribute to Thought Leadership: Support the development and dissemination of innovative insights that reinforce Oliver Wyman’s reputation as a leading voice in insurance consulting.
  

• Lead and manage individual project modules, including hypothesis development, data gathering, modeling, analysis, and synthesis of insights to inform client strategies.
• Collaborate closely with Partners and Principals to deliver consulting services that meet the highest standards of quality and impact.
• Engage directly with clients through presentations and workshops, building rapport and ensuring alignment with their strategic objectives.
• Guide and develop junior consultants, promoting continuous learning and professional growth within the team.
• Navigate complex challenges creatively, leveraging primary and secondary research to overcome data limitations and deliver practical solutions
  

• 6-8 years of relevant experience in top-tier strategy consulting or experience in Life, General, Health, Reinsurance, or Asset Management sectors.
• An undergraduate or advanced degree from a respected academic institution.
• Thematic expertise in:
  
• Strategy: portfolio growth, distribution, internationalization, M&A.
• Operations: claims management, underwriting processes, technology integration.
• Financial Effectiveness: risk assessment, capital allocation, regulatory compliance.
  
• Strong analytical and problem-solving abilities, capable of transforming complex data into clear strategic insights.
• Proven success in leading teams or workstreams, managing multiple priorities under tight deadlines in fast-paced settings.
• Capability to contribute to thought leadership and intellectual capital development that supports business growth.
• Flexibility and willingness to travel as needed for client projects.
  

• Outstanding written and verbal communication skills, facilitating effective engagement with stakeholders at all levels.
• A proactive and growth-oriented mindset, eager to learn and contribute innovative solutions
• Creativity and readiness to propose novel ideas that address our clients' toughest challenges.
• A collaborative approach, valuing respect, inclusion, and teamwork.
  

• Be Part of Our Growth Journey: Join us on an inspiring journey to help our clients transform their businesses and the industry, while expanding our market presence through collaboration across regional and global teams. Work closely with our talented colleagues from the Actuarial practice and across Marsh McLennan in a supportive and inclusive environment.
• Leverage Global Strengths: Access the broad resources and expertise of Marsh McLennan
• Inclusive Culture: Thrive in an environment that celebrates diversity, fosters open dialogue and supports collaboration
• Career Growth: Benefit from comprehensive training, mentorship and development opportunities designed to elevate your professional growth
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Business Development and Sales
• Industries Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Oliver Wyman by 2x

Wan Chai District, Hong Kong SAR 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Assistant Manager, Insurance Risk & Financial Management role at Prudential Hong Kong .

Prudential’s purpose is to be partners for every life and protectors for every future. Our culture celebrates diversity and ensures inclusion for our people, customers, and partners. We support our employees' career growth and aim to create a workplace where you can Connect, Grow, and Succeed.

Assist in managing the Insurance Risk & Financial Management sub-team under the Financial Reporting and Management team to:

• Conduct regular experience monitoring and deep dive analyses to provide insights into emerging insurance risks, and drive the effective management of operating experiences and annual operating assumption setting.
• Drive the transformation of data analytics processes and modelling of insurance risks under the economic valuation regime.
• Participate in insurance risk advisory committees and collaborate with external professional bodies and reinsurers to stay updated on the latest insurance experience trends.

Assist in managing the Insurance Risk & Financial Management sub-team under the Actuarial In-Force Management team to:

• Conduct regular experience monitoring and deep dive analyses to provide insights of emerging insurance risks to the business, and then drive the effective management of operating experiences and annual operating assumption setting.
• Drive the transformation of data analytics process and modelling of insurance risks under economic valuation regime.
• Participate in insurance risk advisory committees and collaborate with external professional bodies and reinsurers in gaining insights of the latest insurance experience trend.

• Conduct experience monitoring and reporting, develop experience dashboards, and perform deep dive studies to provide insights into emerging insurance risks and facilitate modelling of these risks (e.g., mortality improvements, policyholder options and behaviour).
• Assist in setting operating assumptions based on experience and long-term perspectives, considering various financial metrics, and handle stakeholder queries to obtain audit clearance.
• Enhance data analytics processes using tools like Alteryx, Power BI, and improve experience dashboards.
• Participate in insurance risk advisory committees and prepare insightful analyses based on experience studies to support effective risk management.
• Collaborate with actuarial sub-teams (Product, EEV, Distribution) to gather insights on managing insurance experience.
• Supervise team members and provide coaching on actuarial, product, and insurance knowledge.

• University degree in Actuarial Science or equivalent.
• Minimum 5 years of actuarial experience.
• Associate of the Society of Actuaries or equivalent.
• Experience in financial reporting and experience monitoring preferred.
• Strong knowledge of the life insurance industry, especially insurance risk and experience monitoring.
• Technical, analytical, and problem-solving skills.
• Knowledge of Prophet, Alteryx, Power BI is a plus.
• Good business and financial acumen.
• Ability to work independently in a fast-paced environment and be adaptable.
• Excellent written and spoken English skills.

Prudential is an equal opportunity employer. We provide equal benefits and opportunities regardless of sex, race, age, ethnicity, education, social background, marital status, pregnancy, religion, disability, or employment status. We support reasonable adjustments for individuals with specific needs.

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

2 days ago Be among the first 25 applicants

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.

Key Areas of Responsibilities

• Provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
• Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients
• Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls
• Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products
• Organize client seminars and special events related to wealth planning
• Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business
• Support the marketing team in developing strong client relationships
• Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation
• Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

• Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
• Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
• Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
• Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
• Available to travel and team player with strong presentation and analytical skills
• Strong judgment and high level of professional and personal integrity
• Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

2 days ago Be among the first 25 applicants

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.

Key Areas of Responsibilities

• Provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
• Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients
• Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls
• Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products
• Organize client seminars and special events related to wealth planning
• Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business
• Support the marketing team in developing strong client relationships
• Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation
• Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

• Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
• Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
• Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
• Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
• Available to travel and team player with strong presentation and analytical skills
• Strong judgment and high level of professional and personal integrity
• Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

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Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

2 days ago Be among the first 25 applicants

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Head of Insurance Customer Lifecycle Management (CLCM), reporting to Chief Commercial Officer, Insurance.

Key Responsibilities

• Strategy Development and Execution
• Develop and implement a comprehensive Customer Lifecycle Management strategy tailored to the insurance business.
• Work with digital and manned channel team to drive customer acquisition, engagement, retention, recapturing, and cross-selling initiatives to maximize customer value.
• Define and monitor KPIs to measure the success of CLCM initiatives.
• Align CLCM strategies with overall business objectives and KPIs.
• Customer Insights and Segmentation
• Analyze customer data to identify behavioral patterns, preferences, and pain points.
• Develop segmentation strategies to create personalized and targeted customer journeys.
• Use insights to design customer centric initiatives and journeys.
• Proactively address risks associated with customer data handling and communication.
• Stakeholder Collaboration
• Collaborate closely with product teams, channel teams, marketing team and analytic team to ensure seamless customer experiences.
• Build strong relationships across functional teams to drive customer-first initiatives.
• Stay closely with legal, compliance and risk team to keep up standards and ensure the compliance to regulatory requirement.
  
  
  

• Proven experience in insurance products, markets, and customer behavior.
• Expertise in data analytics, segmentation, and customer journey mapping.
• Proficient in CRM platforms, digital tools, and marketing automation solutions.
• Strong leadership, communication, and interpersonal skills.
• Analytical mindset with a focus on delivering data-driven results.
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
  
  
  

• Seniority level Executive

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

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