18 Hsbc Insurance jobs in Hong Kong

General Manager - Insurance Broker

Michael Page

Posted 11 days ago

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Job Description

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1 day ago Be among the first 25 applicants

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  • Full Strategic and Operational Leadership


  • Lead an Established Insurance Broker
  • Full Strategic and Operational Leadership


About Our Client

Our client is a reputable regional insurance brokerage and risk management consultancy, operating under the umbrella of a well-established corporate group. Known for delivering tailored, industry-specific solutions, the firm is dedicated to helping clients manage risk effectively and sustainably.

Job Description

As General Manager, you will be responsible for the overall leadership and strategic direction of the company. You will act as the licensed Responsible Officer under the Insurance Authority, ensuring full compliance with regulatory standards. Your role includes overseeing financial planning, driving business development, and maintaining operational excellence. You will represent the company in dealings with regulators, auditors, and key stakeholders, while fostering a high-performance culture within the team.

The Successful Applicant

The ideal candidate will hold a bachelor's degree in Accounting, Finance, Business Management, or a related field, along with a recognized insurance qualification such as ACII or ANZIIF. You should have at least 20 years of experience in the insurance industry, including 5 years in a senior leadership role within a brokerage firm. Eligibility to be approved as a Responsible Officer by the Hong Kong Insurance Authority is essential. A strong track record in business development, deep knowledge of compliance standards, and fluency in English, Cantonese, and Mandarin are also required.

What's On Offer

This is a rare opportunity to lead a reputable insurance brokerage with the autonomy to shape its future. You will enjoy a competitive compensation package, a collaborative leadership environment, and the chance to make a lasting impact in the insurance and risk management industry.

Contact: Sherman Sung

Quote job ref: JN- Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Sales, Business Development, and Analyst
  • Industries Insurance, Financial Services, and Capital Markets

Referrals increase your chances of interviewing at Michael Page by 2x

Sign in to set job alerts for “General Manager” roles. General Manager, Event & Product Development General Manager, Everstone Wealth (Based in Cambodia)

Hong Kong, Hong Kong SAR HK$1,000,000.00-HK$1,501,000.00 4 weeks ago

Vice President, External Relationship Management - Hong Kong Wealth Team General Manager, Funding Schemes (Ref: FSD192/25, 10513) Vice President - Sales & Business Development, People Solutions - Asia Vice President - Corporate Responsibility & Foundation Associate/Vice President Telecom and Technology Senior Vice President / Vice President, Private Wealth Management

Kowloon City District, Hong Kong SAR 1 week ago

Senior Manager / Assistant Vice President Engineering Vice President/Assistant Vice President, Payment Investigation, Corporate Banking Vice President/ Assistant Vice President, Risk and Control, Institutional Banking Operations Assistant Vice President, Professional & Executive Risk - Greater China

Wan Chai District, Hong Kong SAR 1 week ago

Assistant Vice President/ Vice President, Equity Derivatives Flow Developer Vice President - Trading Development - Operations (Project Management)

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Responsible Officer, Insurance Broker

Doo Group

Posted 26 days ago

Job Viewed

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Job Description

5 days ago Be among the first 25 applicants

Direct message the job poster from Doo Group

Senior Talent Acquisition Executive @ Doo Group

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

  • Act as the primary point of contact with the insurance regulatory authority.
  • Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
  • Maintain the firm’s licensing conditions and submit required reports (e.g., financials, compliance audits).
  • Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
  • Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
  • Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
  • Approve and oversee high-risk transactions (e.g., complex products, large policies).
  • Advise senior management on regulatory implications of new products, markets, or partnerships.
  • Ensure marketing materials and client communications comply with regulations.

What we’re looking for:

  • Holds a valid Responsible Officer license from the local regulatory authority
  • Bachelor’s degree in Law, Finance, Business, or Insurance-related field.
  • Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
  • IIQE Paper I, II, III, IV, V licenses are a MUST.
  • Excellent command of both Chinese (Mandarin & Cantonese) and English.
  • Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
  • Strong leadership and communication skills.
  • Experience liaising with regulators and auditors.
  • Familiarity with insurance products (e.g., general insurance, life, reinsurance).

What we offer:

  • Rewarding career development with regional exposure
  • Performance bonus
  • Medical insurance
  • Five-day work week
  • Daily snacks
  • Friendly and open work environment with a young, energetic team

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Strategy/Planning, Project Management, and Customer Service
  • Industries Financial Services and Insurance

Referrals increase your chances of interviewing at Doo Group by 2x

Sign in to set job alerts for “Insurance Broker” roles. Senior Relationship Manager / RM, Fubon Insurance Brokers Limited Transport Liability Insurance Manager / Executive Marsh Early Career & Graduate Program 2025 Claim Service Manager - Hang Seng Insurance (HK) Insurance Consultant to Senior Consultant Account Servicing Manager (General Insurance) Consultant/ Senior Consultant/ Manager - Strategy & Operations (Insurance) - Hong Kong )

Wan Chai District, Hong Kong SAR 2 weeks ago

Retail Banking - Senior Relationship Manager & Insurance Specialist Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 4 months ago

Insurance Partnership Manager - HSBC Life Associate_China SZ Insurance broker_Property and Casualty

Central & Western District, Hong Kong SAR 1 week ago

Manager to SM, Investment & Insurance Compliance (Compliance and Legal Customer Experience Manager - Hang Seng Insurance (HK) 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Manager, Partnership Proposition & Business Development (General Insurance) Private Bank Relationship Manager- Wealth Management (Hong Kong)

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This advertiser has chosen not to accept applicants from your region.

General Manager - Insurance Broker

Hong Kong, Hong Kong Michael Page

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the General Manager - Insurance Broker role at Michael Page

1 day ago Be among the first 25 applicants

Join to apply for the General Manager - Insurance Broker role at Michael Page

Get AI-powered advice on this job and more exclusive features.

  • Full Strategic and Operational Leadership
  • Lead an Established Insurance Broker
  • Full Strategic and Operational Leadership
About Our Client
Our client is a reputable regional insurance brokerage and risk management consultancy, operating under the umbrella of a well-established corporate group. Known for delivering tailored, industry-specific solutions, the firm is dedicated to helping clients manage risk effectively and sustainably.
Job Description
As General Manager, you will be responsible for the overall leadership and strategic direction of the company. You will act as the licensed Responsible Officer under the Insurance Authority, ensuring full compliance with regulatory standards. Your role includes overseeing financial planning, driving business development, and maintaining operational excellence. You will represent the company in dealings with regulators, auditors, and key stakeholders, while fostering a high-performance culture within the team.
The Successful Applicant
The ideal candidate will hold a bachelor's degree in Accounting, Finance, Business Management, or a related field, along with a recognized insurance qualification such as ACII or ANZIIF. You should have at least 20 years of experience in the insurance industry, including 5 years in a senior leadership role within a brokerage firm. Eligibility to be approved as a Responsible Officer by the Hong Kong Insurance Authority is essential. A strong track record in business development, deep knowledge of compliance standards, and fluency in English, Cantonese, and Mandarin are also required.
What's On Offer
This is a rare opportunity to lead a reputable insurance brokerage with the autonomy to shape its future. You will enjoy a competitive compensation package, a collaborative leadership environment, and the chance to make a lasting impact in the insurance and risk management industry.
Contact: Sherman Sung
Quote job ref: JN- Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Sales, Business Development, and Analyst
  • Industries Insurance, Financial Services, and Capital Markets

Referrals increase your chances of interviewing at Michael Page by 2x

Sign in to set job alerts for “General Manager” roles. General Manager, Event & Product Development General Manager, Everstone Wealth (Based in Cambodia)

Hong Kong, Hong Kong SAR HK$1,000,000.00-HK$1,501,000.00 4 weeks ago

Vice President, External Relationship Management - Hong Kong Wealth Team General Manager, Funding Schemes (Ref: FSD192/25, 10513) Vice President - Sales & Business Development, People Solutions - Asia Vice President - Corporate Responsibility & Foundation Associate/Vice President Telecom and Technology Senior Vice President / Vice President, Private Wealth Management

Kowloon City District, Hong Kong SAR 1 week ago

Senior Manager / Assistant Vice President Engineering Vice President/Assistant Vice President, Payment Investigation, Corporate Banking Vice President/ Assistant Vice President, Risk and Control, Institutional Banking Operations Assistant Vice President, Professional & Executive Risk - Greater China

Wan Chai District, Hong Kong SAR 1 week ago

Assistant Vice President/ Vice President, Equity Derivatives Flow Developer Vice President - Trading Development - Operations (Project Management)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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This advertiser has chosen not to accept applicants from your region.

Responsible Officer, Insurance Broker

Kowloon, Kowloon Doo Group

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

5 days ago Be among the first 25 applicants

Direct message the job poster from Doo Group

Senior Talent Acquisition Executive @ Doo Group

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

  • Act as the primary point of contact with the insurance regulatory authority.
  • Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
  • Maintain the firm’s licensing conditions and submit required reports (e.g., financials, compliance audits).
  • Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
  • Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
  • Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
  • Approve and oversee high-risk transactions (e.g., complex products, large policies).
  • Advise senior management on regulatory implications of new products, markets, or partnerships.
  • Ensure marketing materials and client communications comply with regulations.

What we’re looking for:

  • Holds a valid Responsible Officer license from the local regulatory authority
  • Bachelor’s degree in Law, Finance, Business, or Insurance-related field.
  • Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
  • IIQE Paper I, II, III, IV, V licenses are a MUST.
  • Excellent command of both Chinese (Mandarin & Cantonese) and English.
  • Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
  • Strong leadership and communication skills.
  • Experience liaising with regulators and auditors.
  • Familiarity with insurance products (e.g., general insurance, life, reinsurance).

What we offer:

  • Rewarding career development with regional exposure
  • Performance bonus
  • Medical insurance
  • Five-day work week
  • Daily snacks
  • Friendly and open work environment with a young, energetic team

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Strategy/Planning, Project Management, and Customer Service
  • Industries Financial Services and Insurance

Referrals increase your chances of interviewing at Doo Group by 2x

Sign in to set job alerts for “Insurance Broker” roles. Senior Relationship Manager / RM, Fubon Insurance Brokers Limited Transport Liability Insurance Manager / Executive Marsh Early Career & Graduate Program 2025 Claim Service Manager - Hang Seng Insurance (HK) Insurance Consultant to Senior Consultant Account Servicing Manager (General Insurance) Consultant/ Senior Consultant/ Manager - Strategy & Operations (Insurance) - Hong Kong )

Wan Chai District, Hong Kong SAR 2 weeks ago

Retail Banking - Senior Relationship Manager & Insurance Specialist Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 4 months ago

Insurance Partnership Manager - HSBC Life Associate_China SZ Insurance broker_Property and Casualty

Central & Western District, Hong Kong SAR 1 week ago

Manager to SM, Investment & Insurance Compliance (Compliance and Legal Customer Experience Manager - Hang Seng Insurance (HK) 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Manager, Partnership Proposition & Business Development (General Insurance) Private Bank Relationship Manager- Wealth Management (Hong Kong)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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This advertiser has chosen not to accept applicants from your region.

Senior Manager, Finance & System (Insurance Broker)

ACCA Careers

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Senior Manager, Finance & System (Insurance Broker)

Join to apply for the Senior Manager, Finance & System (Insurance Broker) role at ACCA Careers

Senior Manager, Finance & System (Insurance Broker)

4 days ago Be among the first 25 applicants

Join to apply for the Senior Manager, Finance & System (Insurance Broker) role at ACCA Careers

Senior Finance Manager | Financial Reporting and System Upgrade | Insurance Brokerage | Attractive Pay, Benefits | Stable Environment

Your new company

With 15+ years of history across Asia and Europe, your new company is hiring and expanding the team. Their distinguished reputation as a market leader in Insurance Broking allows them to be a stable and growing player in the industry. As their business strengthens with new offices opening globally, they are hiring a Senior Finance Manager to lead and oversee the financial operations of the business and help with finance system upgrades.

Your new role

  • Handle financial reporting and month-end closing in accordance to IFRS and HKFRS
  • Provide financial analysis and advice based on the budgets and cashflow of the firm
  • Oversee the regulatory reporting and submissions
  • Ensure internal controls and procedures are intact
  • Maintain finance system and regular enhancements
  • Handle financial control, including financial reporting and relevant tax matters
  • Act as a business partner with Senior Management across the business
  • Lead a small team and provide support and guidance when needed

What you'll need to succeed

  • Bachelor's degree with CPA Qualification is a plus
  • 8 Years of Accounting & Finance experience with exposure in P&C Insurance or Insurance Brokerage firms
  • Able to communicate well in English and Chinese
  • Strong time management and problem-solving skills
  • Positive attitude and able to work as a team-player

What you'll get in return

  • Competitive compensation and benefits package
  • Stable company, team and career path
  • Open-minded culture and working environment

What you need to do now

If you are interested in this position or other Accounting positions in the Insurance industry, please send your Resume to

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at ACCA Careers by 2x

Sign in to set job alerts for “Senior Finance Manager” roles. Senior Manager, Financial Institutions, Global Markets Consulting - Finance - Senior Manager - Hong Kong Senior Finance Manager, Reporting (Bank) Finance Manager, Financial Planning and Analysis Financial Planning and Analysis Manager-Corporate FPA

Sha Tin District, Hong Kong SAR 1 week ago

Consulting - Finance Transformation - Senior/ Manager - Hong Kong Regional Assistant Finance Manager / Senior Accountant

Causeway Bay, Hong Kong SAR HK$75,000.00-HK$95,000.00 4 weeks ago

Risk Manager (Credit Policy and Portfolio Management) - Credit Risk Management Senior / Application Development Manager( Financial Markets ) Marsh McLennan Financial Controller, Hong Kong and Macau

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Senior Manager, Finance & System (Insurance Broker)

Hong Kong, Hong Kong ACCA Careers

Posted 17 days ago

Job Viewed

Tap Again To Close

Job Description

Senior Manager, Finance & System (Insurance Broker)

Join to apply for the Senior Manager, Finance & System (Insurance Broker) role at ACCA Careers

Senior Manager, Finance & System (Insurance Broker)

4 days ago Be among the first 25 applicants

Join to apply for the Senior Manager, Finance & System (Insurance Broker) role at ACCA Careers

Senior Finance Manager | Financial Reporting and System Upgrade | Insurance Brokerage | Attractive Pay, Benefits | Stable Environment
Your new company
With 15+ years of history across Asia and Europe, your new company is hiring and expanding the team. Their distinguished reputation as a market leader in Insurance Broking allows them to be a stable and growing player in the industry. As their business strengthens with new offices opening globally, they are hiring a Senior Finance Manager to lead and oversee the financial operations of the business and help with finance system upgrades.
Your new role

  • Handle financial reporting and month-end closing in accordance to IFRS and HKFRS
  • Provide financial analysis and advice based on the budgets and cashflow of the firm
  • Oversee the regulatory reporting and submissions
  • Ensure internal controls and procedures are intact
  • Maintain finance system and regular enhancements
  • Handle financial control, including financial reporting and relevant tax matters
  • Act as a business partner with Senior Management across the business
  • Lead a small team and provide support and guidance when needed
What you'll need to succeed
  • Bachelor's degree with CPA Qualification is a plus
  • 8 Years of Accounting & Finance experience with exposure in P&C Insurance or Insurance Brokerage firms
  • Able to communicate well in English and Chinese
  • Strong time management and problem-solving skills
  • Positive attitude and able to work as a team-player
What you'll get in return
  • Competitive compensation and benefits package
  • Stable company, team and career path
  • Open-minded culture and working environment
What you need to do now
If you are interested in this position or other Accounting positions in the Insurance industry, please send your Resume to Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at ACCA Careers by 2x

Sign in to set job alerts for “Senior Finance Manager” roles. Senior Manager, Financial Institutions, Global Markets Consulting - Finance - Senior Manager - Hong Kong Senior Finance Manager, Reporting (Bank) Finance Manager, Financial Planning and Analysis Financial Planning and Analysis Manager-Corporate FPA

Sha Tin District, Hong Kong SAR 1 week ago

Consulting - Finance Transformation - Senior/ Manager - Hong Kong Regional Assistant Finance Manager / Senior Accountant

Causeway Bay, Hong Kong SAR HK$75,000.00-HK$95,000.00 4 weeks ago

Risk Manager (Credit Policy and Portfolio Management) - Credit Risk Management Senior / Application Development Manager( Financial Markets ) Marsh McLennan Financial Controller, Hong Kong and Macau

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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This advertiser has chosen not to accept applicants from your region.

Insurance Distribution Support Specialist - HSBC Life

HSBC

Posted 3 days ago

Job Viewed

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Job Description

Overview

Insurance Distribution Support Specialist - HSBC Life. We are seeking a high‑caliber professional to join our team as an Insurance Distribution Support Specialist.

HSBC Life is a world‑class institution where you can specialize in Insurance and enjoy the advantages of being part of a leading global international bank. We deliver a wide variety of life insurance products and services to clients throughout the Asia‑Pacific Region. We empower our team of high‑performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

We pursue efficient ways of working and harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

Issued by The Hongkong and Shanghai Banking Corporation Limited. HSBCLife2025

HSBC is committed to building a culture where all employees are valued, respected and opinions count. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, available on our website.

Responsibilities
  • Conduct quality reviews related to life insurance new business applications
  • Deliver end‑to‑end premium financing case management services
  • Support to uplift network and individual sales quality above threshold through routine case review, reinforcement training and regular reporting
  • Provide timely, accurate case assessment results to sales staff to support remediation of new applications
  • Handle inquiries in a professional manner
  • Identify and feedback for ongoing sales process improvement
  • Support additional and/or ad‑hoc tasks as assigned
Qualifications
  • Higher Diploma / associate degree or above in finance, business or related field
  • Bancassurance sales &/or sales quality experience in individual life insurance
  • Effective communication, interpersonal and problem‑solving skills
  • Proficiency in PC skills (PowerPoint, Excel; VBA/Macro is an advantage)
  • Strong sense of teamwork and ability to work independently
  • Detail‑minded with a logical mindset
  • Fluent in written and spoken English and Cantonese
Job Details
  • Employment type: Full‑time
  • Job function: Other
  • Industries: Banking, Financial Services, and Investment Banking

For more information about careers at HSBC, visit

#J-18808-Ljbffr
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Insurance Distribution Support Specialist - HSBC Life

Hong Kong, Hong Kong HSBC

Posted 3 days ago

Job Viewed

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Job Description

Overview

Insurance Distribution Support Specialist - HSBC Life. We are seeking a high‑caliber professional to join our team as an Insurance Distribution Support Specialist.

HSBC Life is a world‑class institution where you can specialize in Insurance and enjoy the advantages of being part of a leading global international bank. We deliver a wide variety of life insurance products and services to clients throughout the Asia‑Pacific Region. We empower our team of high‑performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

We pursue efficient ways of working and harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

Issued by The Hongkong and Shanghai Banking Corporation Limited. HSBCLife2025

HSBC is committed to building a culture where all employees are valued, respected and opinions count. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, available on our website.

Responsibilities
  • Conduct quality reviews related to life insurance new business applications
  • Deliver end‑to‑end premium financing case management services
  • Support to uplift network and individual sales quality above threshold through routine case review, reinforcement training and regular reporting
  • Provide timely, accurate case assessment results to sales staff to support remediation of new applications
  • Handle inquiries in a professional manner
  • Identify and feedback for ongoing sales process improvement
  • Support additional and/or ad‑hoc tasks as assigned
Qualifications
  • Higher Diploma / associate degree or above in finance, business or related field
  • Bancassurance sales &/or sales quality experience in individual life insurance
  • Effective communication, interpersonal and problem‑solving skills
  • Proficiency in PC skills (PowerPoint, Excel; VBA/Macro is an advantage)
  • Strong sense of teamwork and ability to work independently
  • Detail‑minded with a logical mindset
  • Fluent in written and spoken English and Cantonese
Job Details
  • Employment type: Full‑time
  • Job function: Other
  • Industries: Banking, Financial Services, and Investment Banking

For more information about careers at HSBC, visit

#J-18808-Ljbffr
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Senior Insurance Sales(HK)

Hang Seng Bank

Posted 5 days ago

Job Viewed

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Job Description

6 days ago Be among the first 25 applicants

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Job Description

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Hang Seng offers opportunities, support and rewards to take you further.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Note: Primary location shown in a job posting does not refer to work location; the branch placement is subject to final decision by RSS Management.

We are currently seeking high-caliber professionals to join our department as Senior Insurance Sales .

Principal Responsibilities

  • Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
  • Drive tactical programs to develop a robust insurance culture on need-based financial planning to affluent segments
  • Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
  • Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Proven experience in insurance sales
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in English, Cantonese and Putonghua
  • Customer-centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and ability to work in Agile environment
  • Advocate of openness, able to create a cohesive teamwork and inspire others
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under HKIB would be an advantage

Note: The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development
  • Industries
  • Banking

Referrals increase your chances of interviewing at Hang Seng Bank.

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This advertiser has chosen not to accept applicants from your region.

Senior Insurance Sales(HK)

Hong Kong, Hong Kong Hang Seng Bank

Posted 5 days ago

Job Viewed

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Job Description

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Job Description

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Hang Seng offers opportunities, support and rewards to take you further.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Note: Primary location shown in a job posting does not refer to work location; the branch placement is subject to final decision by RSS Management.

We are currently seeking high-caliber professionals to join our department as Senior Insurance Sales .

Principal Responsibilities

  • Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
  • Drive tactical programs to develop a robust insurance culture on need-based financial planning to affluent segments
  • Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
  • Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Proven experience in insurance sales
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in English, Cantonese and Putonghua
  • Customer-centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and ability to work in Agile environment
  • Advocate of openness, able to create a cohesive teamwork and inspire others
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under HKIB would be an advantage

Note: The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development
  • Industries
  • Banking

Referrals increase your chances of interviewing at Hang Seng Bank.

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