What Jobs are available for Insurance in Hong Kong?

Bauer Kaiser & Co Ltd. is an executive search firm established and managed by seasoned Human Resources professionals.

We specialize in search and selection of executives in the Banking and Finance, Insurance, and Consulting industries.

On behalf of our client, a leading banking group in Hong Kong and China. We are inviting high caliber Insurance Specialist to apply the following position to develop their career ladder in professional banking services.

Main Duties:

To provide financial planning advice by analyze customer's financial needs

To collaborate with branch sales staff to provide professional insurance planning by meeting potential customers

To recommend life insurance products and investment-linked products to best suit their needs

Deepen customer's need and strengthen customer relationship by providing after-sales services

To maximize business opportunities to achieve individual sales target

Key Requirements:

Extensive knowledge on insurance products and services

Good communication, interpersonal and selling skills

IIQE licensed

Communicate with client to understand the client needs

Good presentation and selling skill

Interested candidates, please submit your FULL RESUME stating current and expected monthly salary by clicking "Apply Now"

Full-time

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

Insurance Specialist / Senior Insurance Specialist / Executive Insurance Specialist

Responsibilities

• 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
• Delivering quality service and maintaining long-term relationship with customers
• Providing quality services and financial solutions to customers and satisfy their changing financial needs

Requirements

• Minimum 1 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

About Us

Manrison Personnel Limited is a leading recruitment agency specializing in the Banking & Financial Recruitment industry.  We are honor to be awarded the "Best New Brand Recruitment Agency Award (Grand)" and "Premium Services Award (Gold)" by CTgoodjobs in 2021. We have a reputation for delivering exceptional recruitment services to our diverse client base. Our team of experienced consultants is passionate about connecting the right talent with the right opportunities, and we are committed to providing a rewarding and fulfilling career path for our employees.

Connecting Future Human Value

Job ID: 35818

Location: Kwun Tong, HK

Area of interest: Retail Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 15 Sept 2025

Job Summary

• To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
• To analyse customers' personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.

Responsibilities

• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.

Strategy

• To co-ordinate and support sales events (e.g. seminars)

Business

• To work closely with branch sales staff to optimize the sales results.
• To maximize business opportunities to achieve individual sales target

Processes

To comply with the guidelines listed in operation manual and NISP on all sales process

People & Talent

• To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
• Implement relevant measures including briefing and discussion forum to support sales and marketing programs.

Risk Management

• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

Governance

• To comply with the guidelines listed in operation manual and IPSP on all sales process

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead the (country / business unit / function/XXX (team) to achieve the outcomes set out in the Bank's Conduct Principles: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.) *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• (Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation).
• (Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries)
• Serve as a Director of the Board of (insert name of entities)
• Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)

Other Responsibilities

Embed Here for good and Group's brand and values in XXX (country / business unit / team); Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); (List all responsibilities associated with the role)

Skills and Experience

Extensive Knowledge on insurance products

Good presentation and selling skill

Communicate with client to understand the client needs

Qualifications

IIQE 1-3,5 and SI 1,7,8

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Job description:

• Perform ongoing provider and product due diligence
• Perform new product providers' and products evaluation process
• Conduct market research including product comparison, industry trend to maintain company's competitive edge in the insurance product platform
• Assist in product development
• Perform any ad-hoc duties as assigned with alignment of Group Business Direction
• Assist team head to work closely with internal and external parties to ensure smooth partners on-boarding process

Job requirement:

• Bachelor or above in Business Administration or other related discipline
• Holder of other relevant Professional Qualification (IIQE 1, 3, 5) is a must
• 2-3 years of experience in insurance is a must
• Self-motivated, organized, meticulous, with analytical and detailed mind;
• Proficient in both spoken and written English and Chinese (including Putonghua)

A Career with Hang Seng Bank

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.

Retail 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 more than 290 branches and automated banking centres, including around 60 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.

We are currently seeking a high caliber professional to join our branch network as Head of Insurance Sales (Area).

Principal responsibilities

• Lead and supervise a team of insurance product specialists to implement holistic sales initiatives for insurance products and manage the team members and the Area to achieve insurance AOP targets
• Formulate and execute sales strategies to drive the insurance sales performance, monitor the qualities of sales conducted by team members and branch sales staff
• Monitor and review current sales process in order to improve channel efficiency and customer experience
• Maintain high team morale, attract, motivate and develop talent and leverage teams effectively across the company
• 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 qualifications such as CFA, CFP or CFMP
• Minimum 8 to 10 years' relevant experience in retail banking, with strong knowledge of insurance products
• Passes in the Hong Kong Securities Institute Licensing Examination and Insurance Intermediaries Qualifying Examination
• Strong business awareness, excellent relationship building and stakeholder management skills
• Strong leadership, good presentation, interpersonal, negotiation, communication and analytical skills
• Good command of spoken and written English and Chinese
• High level of 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

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.

If you would like to explore other opportunities at Hang Seng Hong Kong, please visit  for details.

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

Responsibilities:

• Assess and approve new group claims/complaint case/complicated case within authority and manage customer expectation by offering flexible solution.
• Prepare regular management and business reports of Claims Department.
• Assist Department Head to supervise the project team and lead the team to achieve the KPI and help driving initiatives to uplift operations efficiency and customer experience.
• Provide regular training and support to enhance professional knowledge and standard of subordinate and agency.
• Lead and coordinate BAU system enhancement activities to meet business priorities.
• Accountable for conducting business data analysis, preparing and gathering user requirements, defining project scope and reviewing functional specifications to ensure alignment with business objectives.
• Coordinate and assist in UAT activities such as preparation of test plan, test cases, pre-UAT quality check, monitoring of bug fixing, retest progress, UAT reports and post implementation monitoring.
• Work effectively and efficiently with cross-functional departments and external parties to ensure projects are delivered on time, within budget and aligned with company strategy.

Requirements:

• Bachelor degree holders in Insurance, medical, management or related disciplines.
• Holder of FLMI or ICA qualification is preferred.
• Minimum 8 years of claims experience in Life Insurance Industry with at least 3 years in management level.
• Proficient in written and spoken English and Chinese. Fluency in Putonghua is definitely an advantage.
• Highly organized self-starter, capable to lead multiple projects to meet tight deadlines and work in a fast paced environment.
• Excellent analytical, problem solving and decision making skills.
• Candidates with less experience will be considered for Assistant Claims Manager.

Responsibilities:

• Assist in daily operations including new application documents checking & validation, license registration coordination,
• Manage the application documents filing system,
• Handle internal enquiries from branch staff on life insurance products,
• Support projects and system enhancements (e.g. eFNA System, Policy Enquiry System) including UAT, and
• Provide administrative support to the department.

Requirements:

• Degree / Associate Degree / Higher Diploma holder in any discipline, preferably in insurance, banking and finance,
• With 2-3 years of experience in distribution support or branch support preferred,
• Proficient in MS Office applications especially Excel and PowerPoint,
• With knowledge in life insurance products,
• Team player, detail-minded and good interpersonal skills, and
• Good command of spoken and written English and Chinese,

(Candidate with less experience will be considered as Associate, Life Insurance – Business Support)

We offer competitive remuneration commensurate with candidate's background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking "APPLY NOW" or visiting

We are an equal opportunity employer.

Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.

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.

We are currently seeking high caliber professionals to join our department as Executive Insurance Product Expert II.

Principal Responsibilities

• Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen HASE customer penetration, particularly the 'HNW' and the 'Mainlander' customer segment
• Deliver 'Total retirement planning' solution to the most prestige customers of HASE, particular the mainlander and 'top-tier' customer segment
• Assist CRMs/ECRMs to identify their customers' financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
• Explore & expand customer base for insurance products
• Ensure all control measures relevant to the job are undertaken to minimize risk exposure
• Maintain the Group's/ Bank's internal control standards, implement and observe the Group's/ Bank's Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring

Requirements

• University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
• Proven experience in insurance sales; Exposure in universal life insurance policy would be an advantage
• Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
• Attain any internal standards as required by country
• Proficiency in both English and Chinese; Fluent Putonghua preferred
• 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
• Be curious and with passion to think deeply and rationally
• 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 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.

Your new company

A top-tier life insurer is looking for a governance and control professional for the agency channel.

Your new role

• Develop and implement business quality frameworks and controls across various distribution channels.
• Oversee risk areas such as intermediary selection, sales processes, compensation, and customer conduct.
• Collaborate with internal teams to ensure effective control measures and conduct regular risk assessments.
• Handle compliance incidents, support audits and regulatory reviews, and promote risk awareness within the department.
• Participate in governance initiatives and assist with ad hoc projects as needed.

What you'll need to succeed

• Bachelor's degree with at least 8 years of relevant experience in financial services.
• IIQE licence (Paper 1, 2, 3 & 4) is preferred.
• Self-motivated, proactive, and able to work independently.
• Strong sense of ownership, with excellent communication, presentation, and problem-solving skills.
• Proficient in both written and spoken English and Cantonese.

What you'll get in return

• Successful candidate will be offered a monthly salary ranging from HKD 60,000 to 80,000 depending on your interview performance and level of experience;
• A great career advancement opportunity with a stable international insurer in Hong Kong;
• A dynamic working environment and work closely with the professional team.

What you need to do now

If you're interested in this role or would like to consult about other professional career opportunities within the insurance industry, please send your CV in Microsoft Word format to