275 Insurance jobs in Hong Kong

Insurance Business Technology Solution Lead, Servicing - Group Chief Information Officer

HSBC

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Insurance Business Technology Solution Lead, Servicing - Group Chief Information Officer

Join to apply for the Insurance Business Technology Solution Lead, Servicing - Group Chief Information Officer role at HSBC

Insurance Business Technology Solution Lead, Servicing - Group Chief Information Officer

6 days ago Be among the first 25 applicants

Join to apply for the Insurance Business Technology Solution Lead, Servicing - Group Chief Information Officer role at HSBC

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Job Description

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our GCIO organisation plays a critical role for the bank. This team partners with the businesses to build the platforms, systems, and products that our customers use every day. We keep people’s money and data safe and are at the forefront of driving innovation for our businesses, customers, and colleagues.

We are currently seeking a high calibre professional to join our team as a Technology Country / Region Market Management .

Principal Responsibilities

In this role you will:

  • Based on the key business drivers, design End-to-End technology solutions that enable the business outcomes to be achieved optimally
  • Engage the relevant platform teams to agree on the End-to-End design, drive end to end alignment between platforms to ensure the capabilities can be delivered and is scalable across channels, products and markets with minimal customizations
  • Solution designed should be fully aligned with Future State Architecture (FSA) defined globally for Insurance. Shall there be any deviations to the FSA, lead relevant clear choice decisions balancing between time to market and future effort required to remove technical debts
  • Develop and main a multi-year roadmap for insurance business technology capabilities – specifically for Servicing that look beyond the initial launch, focused on AI, automation, and next-gen platforms
  • Deliver against a strategic operating plan (such as Core Capabilities) that ensures resources (capability, people and funding) deliver improvements in current customer journeys and new features to increase customer experience
  • Jointly manage the annual budget spread between designing and developing new services (Change The Bank) as well as managing and supporting existing services (Run the Bank)
  • Develop strong internal networks to gain buy-in and drive adoption of new technologies and AI
  • Manage an effective working relationship with partners and third-party vendors to ensure successful delivery and efficient cost management

Requirements

  • Strong insurance domain knowledge in Hong Kong, specifically in Servicing, Claims and Policy Administrations
  • Familiar with the different insurance distribution models and products with good understanding of the commonality and differences how they impact the functionality required by our Life operations
  • Experience in cross-business technology roles with a focus on designing and delivering technology solutions within life insurance, with working experience on, Operations and Product Development
  • Experienced in delivering successful multi-channel, cross markets IT projects which require strong stakeholder management
  • Experienced in managing programs, projects and a variety of delivery / assurance roles across a number of markets/locations and cultures
  • Built and manage commercially viable digital platforms, services and capabilities
  • Worked in the functional business areas in Life Insurance in Asia
  • Experienced at managing operational functions and leading process re-engineering and efficiency exercises

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking, Financial Services, and Investment Banking

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Get notified about new Insurance Specialist jobs in Hong Kong, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 day ago

Insurance Specialist / Deputy Insurance Specialist Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 2 years ago

Hong Kong SAR HK$16,000.00-HK$7,999.00 2 weeks ago

Insurance Coordinator (Full-time) Patient Business Department Expression of Interest - Graduate Opportunities

Wan Chai District, Hong Kong SAR 2 years ago

Senior Claims Specialist - General Insurance

Wan Chai District, Hong Kong SAR 1 year ago

Insurance Specialist (HK based) - Wealth & Personal Banking RM/Insurance Specialists (30K - 110K, Insurance Agents Welcome) Officer/Senior Officer, Product Proposition Mobile Insurance Specialist - Wealth & Personal Banking Claim Service Manager - Hang Seng Insurance (HK)

Shenzhen, Guangdong, China CN¥50.00-CN¥50.00 1 year ago

Customer Experience Manager - Hang Seng Insurance (HK) Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 4 months ago

Hong Kong SAR HK$1 ,665.00-HK 15,665.00 1 day ago

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Head of Insurance Solutions - Global Private Banking

HSBC

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Head of Insurance Platform and Solutions - Global Private Banking

Join to apply for the Head of Insurance Platform and Solutions - Global Private Banking role at HSBC

Head of Insurance Platform and Solutions - Global Private Banking

1 week ago Be among the first 25 applicants

Join to apply for the Head of Insurance Platform and Solutions - Global Private Banking role at HSBC

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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 HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Head of Insurance Platform and Solutions.

Principal Responsibilities

In this role you will

  • Maintain governance and oversight of internal and external insurance partners from the bank’s perspective, across GPB (Global Private Banking) and retail segment
  • Oversee sales journey, process, and controls to manage distribution risks across retail and GPB. Collaborate with Distribution, HSBC Life and Second line of defence to ensure distribution risks are identified and effectively managed
  • Responsible for insurance product / third party onboarding and ongoing review in line with HSBC standards across the continuum
  • Work with HSBC Life on product requirements and development as well as commercialization strategies and tactical campaigns with segment specific proposition, representing distributor’s needs
  • Lead insurance distribution initiatives such as process streamlining and system enhancements to improve frontline / client experience
  • Ensure the timely implementation of regulatory initiatives related to insurance distribution in a commercially viable manner whilst ensuring reputational risk impact is mitigated and/or minimised
  • Work with HSBC Life and accountable for insurance distribution training materials and frontline communications

Requirements

To be successful you will need

  • Extensive knowledge and experience in insurance products and platforms
  • Extensive experience and proven track record in designing and implementing policies and procedures in a matrix environment, with a client centric mindset and strong awareness in managing risk
  • Knowledge of corporate governance requirements for banks
  • Strong interpersonal, communication, and stakeholder management skills
  • Professional insurance qualification
  • Fluency in English and Cantonese. Proficiency in Mandarin is beneficial but not essential

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Banking, Financial Services, and Investment Banking

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Get notified about new Head of Insurance jobs in Hong Kong, Hong Kong SAR .

Head of Customer & Distribution - Insurance - up to 130k

Hong Kong, Hong Kong SAR HK$100,000.00-HK$30,000.00 23 hours ago

Head of Operations - General Insurance & Personal Line Executive Director | Insurance (Transformation Consulting) Head of Sales, Sustainability & Green Solutions (HONG KONG) CEO, Hang Seng Insurance Company Limited (HK) Head of Ops - Insurance GI - HKD 1m-1.2m base Chief Underwriting Officer, Insurance - Top Bank (HK)

Kowloon City District, Hong Kong SAR 2 weeks ago

Deputy Head of Internal Audit, Insurance

Hong Kong, Hong Kong SAR HK 110,000.00-HK 125,000.00 2 weeks ago

Team Head, Employee Benefits Client Services

Wan Chai District, Hong Kong SAR 3 weeks ago

Chief Underwriting Officer, Insurance - Top Bank (HK) Chief Underwriting Officer, Insurance - Top Bank (HK) Head of Insurance Proposition Development and Marketing (HK) Head of Bancassurance, Hong Kong & Macau Chief Underwriting Officer, Insurance (HK)

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Insurance Product Expert 財務策劃經理 - Wealth and Personal Banking

HSBC

Posted 2 days ago

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Join to apply for the Insurance Product Expert 財務策劃經理 - Wealth and Personal Banking role at HSBC

1 day ago Be among the first 25 applicants

Join to apply for the Insurance Product Expert 財務策劃經理 - Wealth and Personal Banking role at HSBC

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Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as an Insurance Product Expert.

  • Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
  • Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
  • Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
  • Implement effective strategies, increase productivity in the High Net Worth/Premier market segment
  • Establish effective working relationships with partnered Relationship Managers
  • Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories




Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as an Insurance Product Expert.

Principal Responsibilities

  • Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
  • Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
  • Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
  • Implement effective strategies, increase productivity in the High Net Worth/Premier market segment
  • Establish effective working relationships with partnered Relationship Managers
  • Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories




Requirements
  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Solid experience in life insurance, preferably in Bancassurance
  • Extensive wealth management and insurance product knowledge
  • Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
  • Good level of verbal English and Cantonese, with Putonghua preferred
  • Excellent communication, interpersonal, motivational and presentation skills
  • Strong drive and great sense of ownership and self-initiation to achieve excellence

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.




Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance
  • Industries Banking, Financial Services, and Insurance

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Get notified about new Product Expert jobs in Kowloon, Hong Kong SAR .

Product Specialist / Business Development Manager x 4 headcount )

Kwun Tong District, Hong Kong SAR 6 days ago

Wealth Investment Product Expert - Wealth and Personal Banking General Manager (Sales, Marketing, Product) | FMCG, Nutrition, Supplement, Healthcare Product Solution Architect (Tencent Cloud-native Suite) Product Pricing Specialist (Consumer Loan Business)

Tsim Sha Tsui, Hong Kong SAR 2 months ago

SALES & MARKETING DIRECTOR - health supplement / health food / FMCG / beauty product brand owner & retailer (Mongkok) Senior Product Manager, TNAS Core Processing Platform, Pan-Asia Business Development Manager (XHS Advertising/ China Solutions)

Kwun Tong District, Hong Kong SAR 3 months ago

Engineering & Compliance Manager (Trading Company)

Kowloon City District, Hong Kong SAR 1 week ago

Kowloon City District, Hong Kong SAR 17 hours ago

Senior Manager, Product Owner (Global Logistics Solutions)

Kwun Tong District, Hong Kong SAR 6 days ago

Business Analyst, Digital Solution Delivery SALES EXECUTIVE / PRODUCT SPECIALIST - life science / medical device / laboratory equipment / testing reagents (Kwun Tong)

Kowloon City District, Hong Kong SAR 2 weeks ago

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Kowloon City District, Hong Kong SAR 6 days ago

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Financial Reporting, Senior Officer - Insurance

ConnectedGroup

Posted 2 days ago

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2 days ago Be among the first 25 applicants

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Direct message the job poster from ConnectedGroup

Finance & Accounting Recruiter | Financial Services | Insurance | Commerce Finance | Audit | Risk & Compliance | Finance Operations | FP&A |…

Our client is one of the largest global insurance companies, looking for a Senior Officer responsible for financial reporting.

Responsibilities:

  • Prepare and submit quarterly and annual statutory filings to regulatory authorities.
  • Support month-end, quarter-end, and year-end financial closing processes.
  • Handle accounting entries and perform account reconciliations.
  • Assist in enhancing systems and workflow procedures to improve reporting efficiency and accuracy.
  • Coordinate with external auditors during year-end audits and manage audit-related requests.
  • Provide support on ad-hoc assignments as required.

Requirements:

  • Bachelor's degree in Business, Finance, or a related discipline.
  • Minimum of 3 years' relevant experience in the insurance industry.
  • Candidates with more experience may be considered for the Assistant Manager level.
  • Strong communication skills in English and Chinese (both written and spoken).
  • Knowledge of IFRS17, IFRS9, SAP, or RBC is a strong advantage.

If you are interested in this role, please click "APPLY" or send your updated CV to me at Only the shortlisted candidates will be notified. All personal data collected will be kept strictly confidential and will be only used for recruitment purposes.

For more job openings, please visit

#ConnectedGroup

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance
  • Industries Banking, Financial Services, and Insurance

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Sign in to set job alerts for “Reporting Officer” roles.

Kwun Tong District, Hong Kong SAR 4 months ago

Company Secretarial Assistant - Fresh Graduates Welcome (Up to 20K/mth) Senior Officer, Agency Reporting (12 months' contract) Officer (Unit Administration), AI & Innovation Lab (Ref:SCD238/25, 10566)

Kwun Tong District, Hong Kong SAR 9 months ago

Planning Assistant/Executive (Fresh Graduates are Welcome)

Hong Kong, Hong Kong SAR HK$220,000.00-HK$260,000.00 5 days ago

Full-time / Part-time Clerical Assistant Accounting Officer (REF: A3/AO/FSD/SCMPW)

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Channel Marketing Lead, Insurance

MiDer Consultants Limited

Posted 2 days ago

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3 days ago Be among the first 25 applicants

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Direct message the job poster from MiDer Consultants Limited

Director | Recruitment, Banking & Insurance

We are seeking an experienced Marketing Lead to join a reputable life insurance client, specializing in bancassurance and broker channel management . This pivotal role will drive channel engagement, enhance product penetration, and lead innovative marketing campaigns to maximize sales effectiveness across various platforms.

Key Responsibilities

  • Channel Engagement: Develop and maintain strong relationships with bancassurance partners and brokers to ensure alignment and collaboration on marketing initiatives.
  • Product Penetration: Implement strategies to increase product penetration within existing channels, leveraging market insights and competitive analysis.
  • Marketing Campaigns: Design and execute effective marketing campaigns that resonate with target audiences, focusing on product features, benefits, and unique selling propositions.
  • Event Management: Plan and coordinate promotional events, workshops, and seminars to engage partners and clients, enhancing brand visibility and product awareness.
  • Sales Tactical Programs: Collaborate with sales teams to create tactical programs that support their objectives, driving sales performance and achieving revenue targets.

Qualifications

  • Bachelor’s degree in Marketing, Business, or a related field.
  • Minimum 12 years of experience in marketing within the banking or insurance industry.
  • Proven track record in channel management, particularly in bancassurance or broker environments.
  • Strong analytical skills with the ability to interpret market data and trends.
  • Excellent communication and interpersonal skills, with a knack for building relationships.
  • Creative mindset with a passion for innovative marketing strategies.
  • Excellent communications in English & Cantonese

For more information, contact Monique Yeung at or send her a DM on LinkedIn.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing
  • Industries Insurance and Banking

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Infrastructure Technical Consultant - Insurance

Michael Page

Posted 2 days ago

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Infrastructure Technical Consultant - Insurance

Join to apply for the Infrastructure Technical Consultant - Insurance role at Michael Page

Infrastructure Technical Consultant - Insurance

3 days ago Be among the first 25 applicants

Join to apply for the Infrastructure Technical Consultant - Insurance role at Michael Page

  • Cutting-edge technologies within the insurance industry.


  • Large Organisation Exposure
  • Cutting-edge technologies within the insurance industry.


About Our Client

Our client is a leading life insurance and financial services provider headquartered in Hong Kong. It has grown to become the largest publicly listed life insurance group in the Asia-Pacific region. The company operates in 18 markets across Asia, offering a wide range of products including life, health, and accident insurance, as well as retirement planning and wealth management solutions.

Job Description

  • Lead the end-to-end execution of multiple infrastructure projects, ensuring alignment with business goals and technical standards.
  • Collaborate with cross-functional teams to deliver on-premises infrastructure initiatives, including:
    • Server and storage hardware refresh projects
    • Data Center consolidation and migration
    • Infrastructure upgrades and modernization
  • Provide technical leadership and hands-on support throughout the project lifecycle-from planning and design to implementation and post-deployment support.
  • Conduct system assessments, capacity planning, and performance tuning.
  • Ensure compliance with security, risk, and governance standards.
  • Prepare and maintain technical documentation, including architecture diagrams, configuration guides, and operational procedures.

The Successful Applicant

  • Bachelor's degree in Computer Science, Information Technology, or a related field.
  • Minimum 5 years of experience in infrastructure consulting or system engineering roles, with a focus on Open Systems (e.g., UNIX/Linux environments).
  • Proven experience in managing and delivering complex infrastructure projects.
  • Strong understanding of enterprise IT environments, including servers, storage, networking, and virtualization.
  • Hands-on experience with UNIX/Linux systems, including system administration, scripting, and troubleshooting.
  • Familiarity with enterprise storage solutions (e.g., SAN, NAS).
  • Experience with virtualization platforms (e.g., VMware, Hyper-V).
  • Knowledge of data center operations, including power, cooling, and rack management.
  • Proficiency in infrastructure monitoring tools and performance analysis.
  • Understanding of ITIL practices and change management processes.


What's On Offer

  • Opportunity to work in a large organization within the insurance industry.
  • Exposure to cutting-edge technology and innovative projects.
  • Flexibility and valuable industry experience.


Contact: Johnson Choy

Quote job ref: JN-082025-6810321 Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Information Technology and Engineering
  • Industries Insurance, Financial Services, and Capital Markets

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Prestige Insurance Sales Manager I(HK)

Hang Seng Bank

Posted 2 days ago

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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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Retail Distribution – Wealth Sales Distribution

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will 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 255 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.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution as Prestige Insurance Sales Manager I.

Principal Responsibilities

  • Lead, execute and proactively implement advanced coaching techniques to motivate and encourage learning and re-enforce application within the work place
  • Provide guidance to insurance specialist in the branches, and also responsible for formulating and implementing tactics/strategies
  • Monitor and review current sales process in order to improve channel efficiency and customer experience
  • Enhance capabilities and professionalism of the sales force to improve overall customer satisfaction
  • Manage the performance and ensure the professionalism and sales quality of team members
  • Ensure that all control measures relevant to the job are undertaken to minimize risk exposure of the Bank
  • Adhere to all relevant processes and procedures of the Group compliance policy and internal controls


Requirements

  • University degree in Business Administration or other relevant qualification.
  • Proven experience in retail banking, with strong knowledge of insurance products
  • Excellent relationship building and stakeholder management skills
  • Strong leadership and coaching abilities
  • Good presentation, interpersonal, negotiation, communication and analytical skills
  • Good command of spoken and written English and Chinese
  • Passes in the Hong Kong Securities Institute Licensing Examination and Insurance Intermediaries Qualifying Examination and attains relevant professional qualifications such as CFP/CFMP/QRA/CFA an advantage
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Able to inspire others to achieve their goals/ambitions in a variety of situations
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.


The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

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-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

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

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Sign in to set job alerts for “Insurance Sales Manager” roles. Insurance Consultant to Senior Consultant

Wan Chai District, Hong Kong SAR 2 weeks ago

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Insurance Sales Manager, Bancassurance

FWD Insurance

Posted 2 days ago

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Job Description

Join to apply for the Insurance Sales Manager, Bancassurance role at FWD Insurance

1 day ago Be among the first 25 applicants

Join to apply for the Insurance Sales Manager, Bancassurance role at FWD Insurance

About FWD Group

FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828.



About FWD Group

FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828.

For more information, please visit more information about FWD Hong Kong, please visit Description



The Job

  • Carry out branch visits to establish rapport with bank sales representatives & management team

  • Assist in negotiating with bank branch managers/ insurance specialists on all sales & marketing aspects

  • Provide sales and distribution support to partners included conduct briefing, training, pre-case discussion and sales appointment join call

  • Follow up new application underwriting and policy service progress

  • Implement sales & marketing programs to ensure a consistent business sales growth

  • Responsible for the day-to-day operations of the department

  • Liaise with other departments to ensure operational service requirements of Bancassurance business partners are met

  • Participate in events, initiatives and activities to develop business opportunities

  • Perform other duties as assigned by supervisor



Person

  • University graduate with at least 5 years of relevant experience. Candidates with more supervisory experience may be considered for Senior Manager

  • Good command of written and spoken English & Chinese

  • Very strong in interpersonal, presentation & negotiation skills

  • Able to motivate the team with positive spirit

  • Candidate with less experience may be considered for Assistant Manager position



We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Insurance

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Enterprise Sales Manager - Payroll / Mass Payments

Shenzhen, Guangdong, China CN¥12,000.00-CN¥20,000.00 1 year ago

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Wealth Planning Specialist (Insurance Product), Wealth Management

CLSA

Posted 5 days ago

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Job Description

Wealth Planning Specialist (Insurance Product), Wealth Management

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

Wealth Planning Specialist (Insurance Product), Wealth Management

2 days ago Be among the first 25 applicants

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.

Key Areas of Responsibilities

  • Provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
  • Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients
  • Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls
  • Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products
  • Organize client seminars and special events related to wealth planning
  • Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business
  • Support the marketing team in developing strong client relationships
  • Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation
  • Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

  • Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
  • Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
  • Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
  • Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
  • Available to travel and team player with strong presentation and analytical skills
  • Strong judgment and high level of professional and personal integrity
  • Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English
Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Finance

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Sign in to set job alerts for “Wealth Management Associate” roles. Wealth Management - Institutional Wealth Advisor 2025 Wealth Management Trainee Program (Fresh Grad & IANG are Welcomed) Wealth Management - Business Development Specialist Wealth Management - Global Family Office Relationship Manager Private Bank Relationship Manager- Wealth Management (Hong Kong) Wealth Management - OTC Desk Middle Office 2026 Graduate Talent Program – Global Wealth Management – Hong Kong Wealth Management - Operation Specialist Director / VP, Private Banking Relationship Manager 2025 Wealth Management Internship Program (IANG are Welcomed) Wealth Management Manager / Trainee (graduates 2024 2025 are welcome ) Wealth Management - Client Onboarding Specialist 2025 Wealth Management Program (Fresh Grad & IANG are Welcomed) Wealth Management and Financial Planing Manager (China Business) Senior Vice President / Vice President, Private Wealth Management Graduate Program- Wealth Management (HK and China Market)

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Chubb Life HK: Assistant Actuarial Manager/ Actuarial Manager

Chubb Life

Posted 7 days ago

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4 days ago Be among the first 25 applicants

Join to apply for the Chubb Life HK: Assistant Actuarial Manager/ Actuarial Manager role at Chubb Life

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

  • Review of product pricing and development.
  • Perform experience studies, dividend review and profitability analysis.
  • Perform new business and/or reinsurance reporting.
  • Review channel compensation and recruitment schemes.
  • Support on business plan, special projects and daily operations.
  • Provide guidance to junior staff.

Job Description

  • Review of product pricing and development.
  • Perform experience studies, dividend review and profitability analysis.
  • Perform new business and/or reinsurance reporting.
  • Review channel compensation and recruitment schemes.
  • Perform special quotation.
  • Support on business plan, special projects and daily operations.
  • Provide guidance to junior staff.

Qualifications

  • University graduate in Actuarial Studies, Mathematics or Finance
  • Qualified or close to qualified actuary
  • Minimum 4-5 years’ relevant experience in life insurance industry
  • Excellent problem solving, analytical, presentation, communication and interpersonal skills
  • Proficient in Microsoft Excel, Word, Powerpoint and VBA. Knowledge of actuarial software Prophet is an advantage.
  • Fluent in both spoken and written English and Chinese
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Insurance

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