Insurance Specialist, Retail Banking

Job Title: Insurance Specialist, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Industry: Financial Services
Reference: 49293_1643943318
Contact Name: Hedy Lee
Contact Email:

Job Description

Our client is one of the Leading bank in Hong Kong and is now looking for an insurance specialist to support their wealth management and financial services.


  • Analyse Clients' financial situation and identify their financial needs, recommend relevant products and structure solutions to best suit their needs
  • Collaborate with Relationship Managers (RMs) or Branch Sales staff to provide professional Insurance planning services and Pre-Sales information
  • 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 selling skills


  • Minimum 3 year sales experience in insurance products
  • Qualifications in IIQE Paper 1, 2, 3
  • University degree in a related discipline
  • Strong sales, analytical and interpersonal skills
  • Understanding of client needs and a role model in being responsive

Click "Apply Now" to apply for this position or call Hedy Lee at +852 3180 4959 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.