What Jobs are available for Insurance Advisor in Hong Kong?

Pacific Prime, is a global insurance broker with 21+ years of experience, headquartered in Hong Kong. We specialize in providing impartial insurance advice and solutions to individuals, families, and businesses.

Our commitment to simplifying insurance has earned us recognition and a loyal client base. As an award-winning insurance intermediary, we simplify the insurance landscape, empowering clients to find the right plan within their budget. With world-class services, tailored solutions, and expert advice, we aim to be the top choice for individuals and corporations worldwide.

We are currently seeking talented individuals to join our team, if you have a passion for the Insurtech industry, helping users and thrive in a fast pace, dynamic environment, we invite you to apply now to join our team as an:

Insurance Advisor

The Advisor Team plays a pivotal role in our company, contributing to business growth and fostering lasting relationships with clients and stakeholders. Team members are dedicated to delivering tailored insurance solutions while ensuring exceptional service throughout the client journey—from initial engagement to ongoing support.

As part of the team, you will have the chance to work alongside a dynamic group of professionals, collectively ensuring a seamless workflow.

Responsibilities:

·    Manage and seize new business opportunities from online users, driving growth and expansion.

·    Provide exceptional customer service to our valued clients, ensuring their satisfaction and loyalty.

·    Cultivate and maintain positive relationships with stakeholders, fostering strong partnerships.

·    Analyze market trends in the region, staying informed to make informed business decisions.

·    Coordinate with internal support team to deliver smooth client experience.

Our Expectations

·    Tertiary education

·    Licensed with pass of IIQE paper I, II,  and III; V is a plus

·    Excellent interpersonal and communication skills

·    Self-motivated and a good team player

·    Proactive, results-focused, and sales driven

·    Service-oriented with a can do-attitude

·    No prior sales experience is required

What We Offer

·    Competitive remuneration package (Base salary + commission)

·    Comprehensive health insurance coverage

·    Paid time off, including vacation, sick leave, and holidays

·    Staggered working hours for increased flexibility

·    Professional development and training opportunities

·    Employee assistance program for personal and professional support

·    Company-sponsored social events and team-building activities

·    Great career advancement opportunities within a fast growing global organization

·    Collaborative and inclusive work environment

·    Access to cutting-edge technology and tools relevant to the role

·    Employee discounts on company products or service

Upon joining our team, you would have the opportunity to take part in our prestigious International training program, which is held at one of our esteemed global training centers of excellence (Shanghai or Singapore). All expenses related to the training program would be covered.

By joining us you can expect not only competitive compensation and benefits, but also a supportive work culture that prioritizes your personal and professional growth.

We are committed to fostering an inclusive and supportive working environment that embraces individuals of diverse backgrounds, ensuring everyone feels empowered to reach their full potential, irrespective of age, gender, identity, orientation, disability, race, ethnicity, nationality, religion, or political beliefs.

We're Hiring – Insurance Consultant (Hong Kong)

Location:
18 Westland's Road, One Island East, Quarry Bay, Hong Kong

Role: Insurance Consultant

We are looking for a highly experienced
Insurance Consultant
with deep expertise in
life insurance consulting
to support business transformation initiatives in Hong Kong.

Requirement's-

• 10+ years
  of insurance consulting experience (with a strong focus on life insurance)
• Proven ability to conduct
  process discovery workshops
  across the insurance value chain with business stakeholders (particularly COO-level organizations)
• Hands-on experience with
  Visio
  for process documentation and identifying improvement opportunities
• Language skills:
  Fluency in
  Cantonese
  and preferably
  Mandarin.

If you have strong expertise in
insurance consulting
and the ability to partner with senior business stakeholders to drive process improvements, we'd love to hear from you.

Please share your updated CV or tag someone who may be the right fit.

Duties:

• Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank target.
• Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
• Contribute to the growth of the high-net-worth segment by providing premium private banking client services
• Train up and raise the professionalism of frontline staff in insurance market information, product knowledge and portfolio review skills and technique.

Qualifications:

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 8 years' experience in selling insurance products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Internal Title: Risk Management / Compliance Trainee

Department: Risk Management/ Quality Assurance

Contract Duration: The employment starts from September 2025, 3 months/ 6 months/ 12 months contract, offer both full-time/ part-time internship placement

Join our team as a Risk Management/Compliance Trainee and play a pivotal role in ensuring the integrity of our pension platform. This internship offers a unique opportunity to develop expertise in regulatory compliance and client communications.

Main Duties:

• Assist in replying the enquiries from clients and other stakeholders regarding the pension platform division;
• Assist in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
• Conduct analysis to support risk assessment and assist the team manager/management with decision-making processes;
• Perform ad-hoc duties as required.

Requirements:

• Year 2 or above with a bachelor's degree in Risk Management, Finance, or Business Administration preferred;
• Strong analytical and problem-solving skills;
• Detail-minded and attentive to details;
• Proficient in written and spoken English and Chinese;
• Self-motivated, strong analytical and coordination skills;
• Committed, responsible, and willing to work under pressure;
• Outstanding performers may have an opportunity in a permanent graduate position.

Experience Level

Entry level (i.e. Exec, Snr. Exec)

Education Level

Diploma,

Advanced/Higher/Graduate Diploma,

Bachelor's Degree

Language

English,

Chinese

Skillset

Risk Management,

Decision-Making

Fun

Game room with PS4, FIFA19 and Foosball at all time.

Snacks & Beverages

Vending machines with various snacks and coffee for you to choose from.

Yearly activities

Movie Day, Outdoor activities, Celebration during festive seasons and many more

Remuneration package

Competitive Salary (way above market rate if you have the right potential)

Coverage

Insurance and medical coverage.

Allowances

Monthly sports allowance, Yearly department gathering and welcome dinner for new staff.

iFAST Corporation is a global digital banking and wealth management platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 17,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, banking, pension administration, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and UK.

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Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

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INTERNSHIP

place

Raffles Place, Singapore

work

Communications/ Design/ Marketing/ Media, Banking/ Investment Related Services

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FULL TIME

place

Raffles Place, Singapore

work

Banking/ Investment Related Services

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FULL TIME

place

Kuala Lumpur, Malaysia

work

Clerical/Administrative Support

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FULL TIME

place

Raffles Place, Singapore

work

Banking/ Investment Related Services, Information Technology

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FULL TIME

place

Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

work

Banking/ Investment Related Services

View Job

FULL TIME

place

Kuala Lumpur, Malaysia

work

Banking/ Investment Related Services

View Job

FULL TIME

place

Kuala Lumpur, Malaysia

work

Banking/ Investment Related Services

View Job

FULL TIME

place

Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

work

Product Support & Services

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INTERNSHIP

place

Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

work

Clerical/Administrative Support

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FULL TIME

place

Kuala Lumpur, Malaysia

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Audit/Compliance/Legal/Risk Management

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JOB REFERENCE

BOCI00744

CONTRACT TYPE

Permanent

DIVISION

Risk Management

JOB FUNCTION

N/A

The Role

VP, Credit Risk Management, Risk Management

Key Accountabilities

• Responsible for analyze, approve and monitor the counterparty credit risk for multi trading desks;
• Responsible for analyze, approve and monitor issuers' default risk for bond investment portfolio;
• Participate in Internal Rating Model developments;
• Participate in credit risk management guidance, policy and risk management framework establishment;
• Participate in Centralized Credit Policy related duties;
• Participate in credit risk management database maintenance;
• Assist Credit Framework head and Team head in handling specially designated credit risk management projects.

Skills & Experience

• Bachelor's degree in Risk Management, Finance, Economics. Accounting or any related discipline;
• More than 10 years of experience in credit risk management;
• CFA, FRM or CPA preferred;
• Proactive, detail-oriented and able to multi-task;
• Excellent communication and writing skills in Mandarin and English.

Other Information

• Please apply in strict confidence with full resume, academic record, current and expected salaries;
• The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months;
• Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited ("BOCI"), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career for supporting our group.

JOB REFERENCE

BOCI00861

CONTRACT TYPE

Permanent

DIVISION

Risk Management

JOB FUNCTION

Others

The Role

VP, Market Risk Management, Risk Management (UK Office)

Key Accountabilities

• Provide independent high quality credit risk assessments and assist in ensuring all credit risks are identified monitored and controlled effectively;
• Coordinate and assist in market risk and operational risk matters;
• Keeping up to date with all regulatory liquidity requirements, management of stress tests and gap metrics;
• Monitoring of liquidity risk for internal risk management;
• To assist with the review and development of risk management policies and procedures;
• Prepare daily risk management reports and analysis;
• Interacting with Regulators, Commodity Exchanges, Internal and External Auditors on Liquidity, Operational Risk, BCP and Resilience matters;
• Assist or lead on Compliance risk assessment work;
• Escalate material risk events for example in Conduct Risk, Conflicts of Interest;
• Reporting to UK Head of Risk/Compliance and to Head of Risk Department in Hong Kong.

Skills & Experience

• Educated to degree or appropriate professional qualification level;
• Minimum of 5 years' experience working in risk management role;
• A good understanding of broad range of wholesale banking products;
• Solid experience in credit risk analysis;
• Ability to explain complex risk concepts to various stakeholders;
• Well understanding on FCA requirements on risk and compliance;
• Strong analytical skills to use data/risk metrics for risk monitoring;
• Excellent communication and interpersonal skills;
• Strong work ethic and ability to cover some Compliance work in addition to Risk responsibilities.

Other Information

• Please apply in strict confidence with full resume, academic record, current and expected salaries;
• The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months;
• Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited ("BOCI"), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career for supporting our group.

Risk Management Specialist - Big 4 Talents Wanted

Your new company

A well-established financial services organisation is seeking multiple Risk Management specialists at various levels to join their team.

Your new role

• Perform thorough due diligence and verification on funding claims to ensure accuracy, compliance, and legitimacy before approval.
• Evaluate and assess the credit policies of lenders participating in funding applications, ensuring they meet regulatory standards and internal risk criteria.
• Assist in preparing detailed risk reports related to funding claims, highlighting potential risks and recommending mitigation strategies for management review.

What you'll need to succeed

• Degree holder or above in finance, risk, or related fields
• 2+ years of relevant experience in commercial banking or audit assurance, considered for AM to AVP levels based on expertise
• Experience in SME credit risk management or commercial lending is a bonus.
• Strong analytical skills, self-motivated, proactive, with the ability to work independently and communicate effectively.
• Proficient in both written and spoken English.
• Holding a CPA qualification is a plus.
• Immediate availability is highly preferred.

What you'll get in return

• Attractive package
• Stable career path
• Project exposure

What you need to do now

If you're interested in this role, click 'apply now' to continue forwarding an up-to-date copy of your CV, or email Charmaine Wong

Risk Management Specialist - Big 4 Talents Wanted

Your new company

A well-established financial services organisation is seeking multiple Risk Management specialists at various levels to join their team.

Your new role

• Perform thorough due diligence and verification on funding claims to ensure accuracy, compliance, and legitimacy before approval.
• Evaluate and assess the credit policies of lenders participating in funding applications, ensuring they meet regulatory standards and internal risk criteria.
• Assist in preparing detailed risk reports related to funding claims, highlighting potential risks and recommending mitigation strategies for management review.

What you'll need to succeed

• Degree holder or above in finance, risk, or related fields
• 2+ years of relevant experience in commercial banking or audit assurance, considered for AM to AVP levels based on expertise
• Experience in SME credit risk management or commercial lending is a bonus.
• Strong analytical skills, self-motivated, proactive, with the ability to work independently and communicate effectively.
• Proficient in both written and spoken English.
• Holding a CPA qualification is a plus.
• Immediate availability is highly preferred.

What you'll get in return

• Attractive package
• Stable career path
• Project exposure

What you need to do now

If you're interested in this role, click 'apply now' to continue forwarding an up-to-date copy of your CV, or email Charmaine Wong

AT Global Services is seeking potential talent who is attention to detail, accurate, responsible, independent, initiative and interested in joining our Risk Management Team.

Reporting to Manager, the Risk Management Officer position is responsible for develop, enhance and validate risk methodologies monitor within the team.

Shift duties required.

Responsibilities

• Monitor update exposure for our list of services, including but not limited to risk measurement and risk data analysis
• Assist in preparing daily risk report and validation reports
• Develop prototypes or tools for risk analysis
• Ensure all executions and practices are under internal risk control policies
• Coordinate with internal stakeholders on delivering timely and accurate information in response to inquiries and service issues
• Perform ad-hoc quantitative analysis for decision making
• Perform other ad-hoc duties as assigned

Requirement

• Bachelor Degree or above in Economics, Accounting, Business Management or relevant discipline
• Positive attitude and strong desire to deliver exceptional results with great attention to accuracy and details
• Self-motivated, proactive and strong problem-solving skills
• Good command in spoken English, Cantonese and Mandarin
• Excellent in MS Office excel usage, preferably with experience in VBA
• Immediate available or short notice will be an advantage

We offer an exciting career opportunity and competitive remuneration to the successful candidate. Please email your detailed resume with current and expected salary by clicking "Apply Now".

All information provided will be treated in strict confidence and used solely for the recruitment purposes.