Insurance Specialist, Retail Banking

Job Title: Insurance Specialist, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: BBBH11391_1586313966
Contact Name: Kenneth Ng
Contact Email:
Job Published: April 08, 2020 10:46

Job Description

About Our Client
Our client is a Banking Group with strong presence in Hong Kong, Macau and China. To cope with their rapid expansion, they are now looking for an Insurance Specialist to join the team.

About the Role

  • Strengthen business relationships with existing and potential clients in the identified market segment
  • Assist Relationship Managers to manage and resolve issues on customer portfolio
  • Develop and implement business plans and marketing strategies for wealth management with Branch/District Managers
  • Provide training to frontline sales staff on insurance product knowledge, market updates and customer service skills


  • Degree holder in Business Administration, Finance or related disciplines
  • Passed exams in IIQE Paper 1, 3 and 5
  • 3+ years of relevant experience in insurance or banking industry, with proven track record in financial planning
  • Current Insurance agents with stable working history will also be considered

Click "Apply Now" to apply for this position or call Kenneth Ng at +852 3180 4912 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.