Senior Insurance Specialist, Retail Banking

Job Title: Senior Insurance Specialist, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: 48910_1640227491
Contact Name: Hedy Lee
Contact Email:
Job Published: December 23, 2021 10:44

Job Description

Our client is a well-established leading local bank in Hong Kong. With an ambitious expansion plan, an outstanding opportunity has arisen for an experienced bancassurance professional with years of experience in retail banking to join their team.


  • 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
  • Candidate with less experience will be considered as insurance specialist

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.