What Jobs are available for Insurance Opportunity in Hong Kong?

Join Doo Group – Explore α Better Future

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

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

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

DOO you have what it takes?

What you'll be working on:

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

What we're looking for:

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

What we offer:

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

Life as DOOers

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

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

Join Doo Group – Explore α Better Future

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

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

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

DOO you have what it takes?

What you'll be working on:

Customer Relationship Management

• Address potential customer needs and facilitate business transactions through online and offline channels.
• Conduct regular follow-ups on customer requirements, maintain long-term relationships, and promote value-added services such as repeat purchases, additional coverage, or referrals.

Product Explanation and Consultation

• Proficient in Hong Kong insurance products (e.g., critical illness insurance, savings and dividend insurance, universal life insurance, etc.), providing personalized solutions based on customer needs.
• Able to compare the advantages of Hong Kong insurance products and address customer inquiries.

MCV Application Process Management

• Assist customers in preparing insurance application documents, ensuring the application complies with Hong Kong regulatory requirements.

Cross-departmental Collaboration

• Liaise with underwriting, claims, and customer service teams to assist with policy application, renewal, claims, and other related matters.

Compliance and Risk Control

• Ensure sales activities comply with the regulations of the Hong Kong Insurance Authority, avoiding misleading sales or non-compliant promises.
• understand with anti-money laundering policies, verifying the source of customer funds.

Market Research

• Gather insights on different customer preferences and competitor product trends, providing feedback to the company to optimize sales strategies.

Job Requirements:

• Must have passed IIQE Paper 1 & 3 or relevant qualifications.
• Understand with Hong Kong insurance regulations and anti-money laundering policies.
• Fluent in Mandarin, Cantonese and English.
• Customer service experience is required.
• Prior experience in the insurance business is preferred.
• Strong cross-cultural communication skills with customers from both regions, understanding consumer psychology.
• Resilient under pressure, adaptable to frequent travel and non-working hours customer inquiries.
• Strong compliance awareness and high personal integrity.

What we offer:

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

Life as DOOers

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

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

We are looking for an Assistant Account Manager to manage portfolio of insurers by maintaining relationship and exploring new business opportunities.

Job Description:

• Manage the assigned client account and providing administrative support to Team Head
• Liaise and follow up with insurers
• Manage day-to day operations including follow up account related matter and work as a backup for Head of Insurance.
• Prepare quotation/proposal under minimal supervision of Team Head
• Formulate account profile and assist Team Head for the business develop plan for the assigned accounts
• Assist in the implementation of sales activities and provide sales support functions.
• Building relationships with existing clients in order to maintain the closer business opportunity.
• Other duties as assigned

Job requirements:

• Bachelor degree holder with preferable at least 3-4 year of relevant work experience in healthcare/ insurance industry
• Independent and  customer-oriented
• Strong in excel analysis will be an advantage
• Excellent analytical and negotiation skills
• Team player who is detail-minded and can work under pressure in a flexible environment
• Good command of spoken and written Chinese and English
• Good team player

Personal data collected will be used for recruitment purposes only. Bupa will be in touch for any opportunities that matches your profile. All personal data of unsuccessful application will be destroyed 24 months from the date of receiving the application. Full version of Data Privacy Notice available upon request.

Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management and succession solutions for high-net-worth clients. With a focus on professionalism, customization, and confidentiality, we are dedicated to helping clients achieve asset appreciation, risk mitigation, and the sustainable preservation of family wealth.

Expert Team, Exceptional Service

Wing Hing brings together seasoned experts and industry elites from the fields of finance, law, taxation, and more. Our team members hail from top-tier academic institutions and possess over 20 years of industry experience. Leveraging deep expertise and an extensive global resource network, we accurately interpret market trends and offer tailored solutions—including tax optimization, inheritance planning, asset allocation, family trusts, and overseas education planning—to ensure every strategy aligns with our clients' unique needs and long-term goals.

Client-Centric Approach: Safeguarding Your Wealth Future

We understand the importance that high-net-worth individuals place on privacy, security, and personalized service. Therefore, we always prioritize our clients' interests, utilizing rigorous analysis and innovative financial tools to facilitate steady wealth growth and intergenerational transfer. At Wing Hing, our clients are not just partners—they are fellow travelers on a journey toward long-term value creation.

Present Focus, Future Vision — Wing Hing Works with You to Ensure Everlasting Wealth.

As part of the broader Wing Hing Group, our company offers a range of financial services including asset management in securities, funds, bonds, and family trusts. In addition, the Group provides referrals for real estate projects and exclusive club memberships.

We are looking for passionate career builders to join our team Whether you are a fresh graduate, an IANG visa holder, a professional under the Top Talent Pass Scheme, or someone seeking a transformative career path, this is the platform where your potential can truly shine.

What you'll be doing

Performing in-depth needs assessments to gain a clear understanding of clients' financial circumstances and insurance needs

Researching and evaluating the insurance market to pinpoint the most appropriate products and services for each client

Developing and presenting customized insurance proposals, clearly and persuasively outlining key features and advantages

Supporting clients throughout the application and onboarding process to ensure a seamless and hassle-free experience

Delivering continuous support and advice to clients, handling policy renewals and suggesting modifications when necessary

Keeping accurate and thorough records to maintain compliance with applicable regulations and company policies

Working closely with the broader sales team to exchange best practices and support business growth and success

What we look for?

Level 2 or above in five subjects in HKDSE, including Chinese or English, and Mathematics; Grade E or above in five subjects in HKCEE, including Chinese or English, and Mathematics.(University graduate or holder of professional insurance qualifications is preferred.)

Maintain good business relationship with channels, e.g agency, banassurance, broker etc.

Excellent interpersonal and communication skills to all levels.

Ability to work under pressure and multi-tasking in a dynamic and changing environment.

Good command of both written and spoken English and Chinese.

Familiar with Microsoft Word, Excel, and PowerPoint.

No prior experience in insurance? No problem We welcome motivated individuals eager to learn and grow in the financial services industry.

Join us and build a meaningful career while making a positive impact on clients' lives

Full-time

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 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.

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 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 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.

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

A Career with Hang Seng Bank

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 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.

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 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 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.

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

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.

Position Overview

We are seeking an energetic and results-oriented Insurance Sales Representative to focus on cross-selling various insurance products such as Motor insurance, motorbike insurance, and personal accident insurance etc. via telecom marketing. The ideal candidate will have a strong understanding of insurance products, excellent communication skills, and a knack for building relationships over the phone.

Key Responsibilities:

• Conduct outbound calls to prospective and existing clients to promote and cross-sell a suitable insurance product to the clients.
• Identify customer needs and recommend suitable insurance solutions.
• Collaborate with the motor sales team to create effective telecom marketing campaigns and customer services.
• Achieve and exceed sales targets and key performance indicators.

Qualifications:

- Proven experience in insurance sales or a related field, with a focus on cross-selling (telecom) preferred.

- Strong understanding of various insurance products (e.g., health, auto).

- Excellent verbal communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Results-driven with a strong commitment to customer satisfaction.

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 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.

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 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 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.

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

Insurance Specialist/ Insurance Specialist Manager (Bank/ Bancassurance/ Broker Channel welcomed)

1/ Insurance Specialist/ Insurance Specialist Manager (Bank/ Bancassurance)

Responsibilities:

· Collaborate with Relationship Managers in branches to provide professional insurance solution to bank customers

· Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers

· Execute sales strategies and business plans to maximize bancassurance business

· Conduct sales coaching, monitor sales performance and motivate bank sales staff to attain business targets

· Build and develop relationship with banks and their sales force

· Ensure full compliance to banking policies and standards, industry rules and regulations

Requirements:

· University graduate in Finance, Business, Economics or related disciplines

· Minimum 3-6+ years of sales experience in bancassurance with sound knowledge on selling insurance products

· Qualified individual to carry out regulated activities in insurance, preferably with qualification in FLMI and CFP

2/ Business Development/ Relationship Manager or Senior Officer (Insurance, Broker Channel, General Insurance)

Responsibilities:

• Maintain good business relationship and provide high standard service to intermediaries
• Assist Broking Team to execute the agreed business and marketing activities on tactical levels
• Observe closely with company credit control policy and take corresponding actions if necessary
• Implement prudent underwriting practice, in line with company's underwriting guidelines
• Perform relevant job duties assigned by reporting manager/ supervisor

Requirements:

• Associate Degree or above, preferably in insurance related studies
• Possessing or in progress of professional insurance qualification such as ACII or ANZIIF would be an advantage
• Minimum 3-8 years of relevant experience in general insurance industry
• Good command of written & spoken English and Chinese (Cantonese)
• Candidate with less experience will be considered as Assistant manager/ Senior Executive

工作類型: 全職, 兼職, 長工

薪酬: $30,000.00至$50,000.00(每月)

福利:

• 牙科保險
• 視力保險
• 醫療保險

Work Location: 親身到場