250 Insurance Sales jobs in Hong Kong

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.

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

Overview

Join to apply for the Prestige Private Insurance Sales role at Hang Seng Bank .

We are seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Insurance Sales .

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.

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.

• 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, particularly 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

• University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage
• Proven insurance sales experience; 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.

Job description

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.

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.

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 seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Insurance Sales.

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/AEPP would be an advantage
• Proven insurance sales experience; 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.

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.

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.

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 high caliber professionals to join our department as Assistant Manager, 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 Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

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

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.

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.

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
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
*Assistant Manager, 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

Company Overview:

Our client, a global asset management firm is looking for a Head of Insurance Sales to join their growing team based in Hong Kong.

Responsibility:

• Spearhead business development and relationship management for institutional insurance clients across Greater China, driving revenue growth and strategic market penetration.
• Collaborate with product and investment teams to design and implement customized solutions aligned with client mandates; lead the execution of roadshows, thought leadership forums, and client engagement events across the region.
• Develop deep insights into client portfolios and strategic objectives to deliver high-touch service and foster long-term partnerships.

Requirements:

• 10+ years of proven experience in institutional sales within the asset management industry or within other financial services companies with strong experience covering insurance clients, with a strong track record of driving business growth and client engagement.
• Deep expertise in managing and expanding relationships with insurance clients across Greater China, delivering tailored investment solutions aligned with their strategic objectives.
• Exceptional communication and interpersonal skills, with the ability to influence stakeholders and collaborate effectively across teams.
• Fluent in English and Chinese

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