Vice President Estate Planning Consultant
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Before you apply
LocationHong Kong - 24/F Henley Building
SeniorityVP
Experience8–12 yrs
Company size10,000+ people
PostedOct 15, 2026 · 2w ago
Verified live1d ago
Reposted once in the last 6 monthsEarliest listing first seen Oct 14, 2026
How we check a job is still liveAt a glanceSummarised by Seekless from the posting.
Bachelor’s degree from a reputable university
8 to 12 years of relevant experience in the financial industry
Strong analytical and problem solving skills
Excellent communication skills
Driven and ambitious in delivery of results
Self-motivated and mature individuals who possess a strong drive for excellence
Passionately committed to developing a long-term career in the industry
Experience and knowledge in life insurance and/or HNW space
Job Responsibilities
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Develop relationships with referral sources within the EPC’s assigned territories
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Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products
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Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
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Present the Company’s planning concepts and life insurance products to prospects
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Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system
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Participate in other marketing activities as appropriate
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Utilize the Company’s sales management systems and follow all solicitation and compliance requirements
Job Requirements
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Bachelor’s degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
•
Experience and knowledge in life insurance and/or HNW space will be preferred
•
Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
•
Self-motivated and mature individuals who possess a strong drive for excellence
•
Passionately committed to developing a long-term career in the industry