Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist Insurance Focus, Vice President, Hong Kong
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
YOUR IMPACT
Goldman Sachs Wealth Management is in search of a Vice President to work closely with private wealth advisors to provide insurance brokerage services and insurance advice to our clients.
We are seeking an experienced insurance professional with an understanding of the life insurance markets who can thrive in a fast-paced environment where attention to detail strong communication skills and client service are essential to maintaining and enhancing our business.
OUR IMPACT
WEALTH MANAGEMENT
Across Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high net worth individuals as well as family offices foundations and endowments and corporations and their employees. Our consumer business provides digital solutions for customers to better spend borrow invest and save. Across Wealth Management our growth is driven by a relentless focus on our people our clients and customers and leading-edge technology data and design.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Lead the team responsible for educating and supporting regional private wealth advisors in the planning design and implementation of sophisticated wealth management solutions involving life insurance products and solutions.
- Provide expert advice to private wealth advisor teams and clients on insurance solutions as part of clients wealth management
- Deep knowledge of diverse structures for wealth management and planning including insurance trusts and other alternative or complementary structures
- Work directly with private wealth advisor teams with existing and new clients.
- Conduct client presentations regarding insurance as part of wealth management and planning
- Manage relationship with partnering insurance carriers
- Partner with product analysis team members to enhance product and strategy portfolio based on changes in the insurance and financial market and/or applicable tax law.
- Be responsible for implementing internal control procedures to ensure compliance with Hong Kong insurance reporting and regulations and to have a thorough understanding of insurance regulatory requirements
- Ensure ongoing compliance with insurance regulations including reporting client complaints recordkeeping
- Manage and oversee our insurance brokerage activities for direct life insurance business
- Demonstrate strong leadership skills and partner with senior management on key initiatives and the growth and development of the team on our insurance capabilities.
BASIC QUALIFICATIONS
SKILLS & EXPERIENCE WERE LOOKING FOR
- An existing individual licence as Technical Representative (Broker) for long term insurance business; existing or previous licence as RO preferred
- Bachelors degree or higher is required
- Advanced degree or designation preferred
- Minimum of 5 years experience in the life insurance industry including at least 2 years of management experience. Hong Kong experience is preferred
- Satisfy the Insurance Authoritys fit and proper requirements
- In-depth understanding of insurance regulations and compliance requirements
- Hong Kong permanent resident or currently hold an appropriate immigration visa or permit
- Fluent in English Cantonese and Mandarin preferred
ABOUT GOLDMAN SACHS
At Goldman Sachs we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 we are a leading global investment banking securities and investment management firm. Headquartered in New York we maintain offices around the world.
We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide networks to benefits wellness and personal finance offerings and mindfulness programs. Learn more about our culture benefits and people at committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Goldman Sachs Group Inc. 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law.
Required Experience:
Exec
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
