(Senior) Insurance Specialist, Retail Banking

Job Title: (Senior) Insurance Specialist, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Industry: Financial Services
Reference: 50394_1651589026
Contact Name: Hedy Lee
Contact Email:

Job Description


  • Pair with Relationship Managers (RMs) within a district (3-5 branches) 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
  • Implement sales initiatives to drive district insurance sales performance
  • Provide training to frontline sales staff on insurance product knowledge, market updates and selling skills
  • Ensure compliance requirements are strictly observed and followed


  • University degree
  • Minimum 2 year's banking experience in insurance sales
  • Qualifications in IIQE Paper 1, 2, 3
  • 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.