18 Insurance Agent jobs in Hong Kong

We are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in Hong Kong. This role focuses on identifying, engaging, and onboarding Ultra High Net-Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their UAE banking & wealth management needs.

The successful candidate will play a pivotal role in expanding our Hong Kong corridor and international client base by leveraging their network, industry expertise and deep understanding of financial solutions tailored to sophisticated investors.

• Develop and implement strategies to attract and acquire new HNIs/ UHNI clients.
• Actively source leads through personal, professional networks, high-profile events, external partnerships with Tax Consultants, Accounting firms, Lawyers, Corporate Service Providers, IFAs, EAMs and other market referrals.
• Serve as the primary contact for prospective clients throughout the acquisition and onboarding process.
• Assist clients in the onboarding process through assistance in form filling, collection of detailed client information, KYC documents and preparing the onboarding pack and sending to the central onboarding team in UAE.
• Arrange Zoom/Teams calls between prospects and the assigned Relationship Manager in Mashreq UAE for detailed information on products and services available in UAE.
• Coordinate with central Proposition / business development team in the UAE to ensure efficient and accurate onboarding.
• Maintain strong partnerships with internal departments to ensure a seamless client experience from acquisition to account activation.

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. MBA or relevant postgraduate certification is a strong asset.
• At least 8-10 years of experience in private banking, wealth management, or a similar client-facing role and/or acquisition roles focused on UHNIs in Hong Kong
• Proven track record of successful UHNI client acquisition.
• Sound understanding of wealth management products and solutions.
• Familiarity with Hong Kong and cross-border regulatory frameworks (e.g., CRS, FATCA, AML/CFT)
• Must be Fluent in Cantonese and English.

Mid-Senior level

Full-time

• Management, Other, and General Business

• Banking

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

• Mid-Senior level

• Full-time

• Sales and Business Development
• Industries
• Banking

Referrals increase your chances of interviewing at Hang Seng Bank.

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

• Mid-Senior level

• Full-time

• Sales and Business Development
• Industries
• Banking

Referrals increase your chances of interviewing at Hang Seng Bank.

Overview

• 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

• 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 both English, Cantonese and Putonghua
• 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
• 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 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 Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

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

Issued by Hang Seng Bank Limited

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

Overview

• 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

• 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 both English, Cantonese and Putonghua
• 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
• 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 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 Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

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

Issued by Hang Seng Bank Limited

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

Overview

Porcelain & Ceramic Tiles Manufacturer | International Exporter | Founder at Ramirro Ceramica | Global Business | B2B Networking

Ramirro Ceramica is a global leader in manufacturing and exporting premium ceramic and porcelain tiles. Based in India, our diverse range includes porcelain vitrified tiles, ceramic tiles, large slabs, engineered quartz, smart marble, and sintered stones. Serving clients worldwide in residential, commercial, and industrial markets, we pride ourselves on timeless design, quality craftsmanship, and sustainable innovation. We are committed to building long-term relationships with builders, architects, and designers through professional service and on-time delivery.

This is a contract role for a Sales Agent based in Hong Kong SAR, with work-from-home flexibility. The Sales Agent's primary tasks include managing customer relations, conducting sales presentations, negotiating contracts, and ensuring customer satisfaction. They will also be responsible for handling client inquiries, providing product information, and closing sales transactions.

• Manage customer relations and provide product information
• Conduct sales presentations and negotiate contracts
• Ensure customer satisfaction and timely closing of sales transactions
• Handle client inquiries and maintain professional service levels

• Strong communication and customer service skills
• Experience in sales and insurance
• Aptitude for training and educating clients on products
• Highly motivated and target-driven
• Proven ability to build and maintain client relationships
• Familiarity with the tile industry is a plus
• Bachelor's degree in Business, Marketing, or related field preferred

• Seniority level: Not Applicable
• Employment type: Contract
• Job function: Sales and Business Development
• Industries: Glass, Ceramics and Concrete Manufacturing

Referrals increase your chances of interviewing at Ramirro Ceramica LLP by 2x.

We are not providing any further information about other roles in this posting.

Porcelain & Ceramic Tiles Manufacturer | International Exporter | Founder at Ramirro Ceramica | Global Business | B2B Networking

Ramirro Ceramica is a global leader in manufacturing and exporting premium ceramic and porcelain tiles. Based in India, our diverse range includes porcelain vitrified tiles, ceramic tiles, large slabs, engineered quartz, smart marble, and sintered stones. Serving clients worldwide in residential, commercial, and industrial markets, we pride ourselves on timeless design, quality craftsmanship, and sustainable innovation. We are committed to building long-term relationships with builders, architects, and designers through professional service and on-time delivery.

This is a contract role for a Sales Agent based in Hong Kong SAR, with work-from-home flexibility. The Sales Agent's primary tasks include managing customer relations, conducting sales presentations, negotiating contracts, and ensuring customer satisfaction. They will also be responsible for handling client inquiries, providing product information, and closing sales transactions.

• Manage customer relations and provide product information
• Conduct sales presentations and negotiate contracts
• Ensure customer satisfaction and timely closing of sales transactions
• Handle client inquiries and maintain professional service levels

• Strong communication and customer service skills
• Experience in sales and insurance
• Aptitude for training and educating clients on products
• Highly motivated and target-driven
• Proven ability to build and maintain client relationships
• Familiarity with the tile industry is a plus
• Bachelor's degree in Business, Marketing, or related field preferred

• Seniority level: Not Applicable
• Employment type: Contract
• Job function: Sales and Business Development
• Industries: Glass, Ceramics and Concrete Manufacturing

Referrals increase your chances of interviewing at Ramirro Ceramica LLP by 2x.

We are not providing any further information about other roles in this posting.

Overview

Mandarin Oriental, Hong Kong is looking for a Reservations Sales Agent to join our Reservations team. Based at the Mandarin Oriental, Hong Kong within Reservations Department, the Reservations Sales Agent is responsible for recording and processing all room reservations made by phone, email, other booking platforms and online chats efficiently and accurately. Convert all reservation inquiries to sales where possible to meet hotel targets. The Reservations Sales Agent reports to the Reservations Manager.

• Handle hotel reservations inquiries through multiple platforms
• Data input into the PMS system in the correct format as set in the PMS Operational Manual
• Ensure communication with other departments is well maintained with information which pertains to them
• Prepare various reservations related reports
• Organise correspondence and group reservations
• Upsell hotel services including but not limited to restaurant reservations, Spa and fitness offers that delights our guests.

• University graduate
• Related working experience in Reservations or Customer Services will be an advantage
• Excellent communication skills and fluent in both written and spoken English, Chinese including Cantonese and Mandarin
• Excellent organisational and computer skills
• Other foreign language literacy is a plus.

• Learning & Development. Your success is our success. We craft unique learning and development programmes for various stages in your career so that you grow, continuously.
• MOstay. When you work as hard as our colleagues do, it’s important to take time off. As a member of the #MOfamily, you can stay with us wherever you go in the world. The MOstay programme offers complimentary nights and additionally attractive rates on rooms for you and your loved ones.
• Health & Colleague Wellness. Finding the right worklife balance is important. Your wellbeing matters to us. A variety of health benefits and wellness programmes are offered to all our colleagues, globally.
• Retirement Plans. When you show commitment to us, we reciprocate. We offer different retirement plans depending on the length of your service and your role.

• Entry level

• Temporary

• Management and Manufacturing
• Industries
• Hospitality

Mandarin Oriental, Hong Kong is looking for a Reservations Sales Agent to join our Reservations team. Based at the Mandarin Oriental, Hong Kong within Reservations Department, the Reservations Sales Agent is responsible for recording and processing all room reservations made by phone, email, other booking platforms and online chats efficiently and accurately. Convert all reservation inquiries to sales where possible to meet hotel targets. The Reservations Sales Agent reports to the Reservations Manager.

• Handle hotel reservations inquiries through multiple platforms
• Data input into the PMS system in the correct format as set in the PMS Operational Manual
• Ensure communication with other departments is well maintained with information which pertains to them
• Prepare various reservations related reports
• Organise correspondence and group reservations
• Upsell hotel services including but not limited to restaurant reservations, Spa and fitness offers that delights our guests.

• University graduate
• Related working experience in Reservations or Customer Services will be an advantage
• Excellent communication skills and fluent in both written and spoken English, Chinese including Cantonese and Mandarin
• Excellent organisational and computer skills
• Other foreign language literacy is a plus.

• Learning & Development. Your success is our success. We craft unique learning and development programmes for various stages in your career so that you grow, continuously.
• MOstay. When you work as hard as our colleagues do, it’s important to take time off. As a member of the #MOfamily, you can stay with us wherever you go in the world. The MOstay programme offers complimentary nights and additionally attractive rates on rooms for you and your loved ones.
• Health & Colleague Wellness. Finding the right worklife balance is important. Your wellbeing matters to us. A variety of health benefits and wellness programmes are offered to all our colleagues, globally.
• Retirement Plans. When you show commitment to us, we reciprocate. We offer different retirement plans depending on the length of your service and your role.

• Entry level

• Temporary

• Management and Manufacturing
• Industries
• Hospitality