43 Insurance Specialist jobs in Hong Kong

Insurance Specialist / Deputy Insurance Specialist

Bank of China (Hong Kong)

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Insurance Specialist / Deputy Insurance Specialist

3 days ago Be among the first 25 applicants

Direct message the job poster from Bank of China (Hong Kong)

  • Responsible to achieve individual/branch/area insurance sales business
  • Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs
  • Responsible for different trainings to branch network to improve insurance selling ability

Responsibilities

  • Responsible to achieve individual/branch/area insurance sales business
  • Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs
  • Responsible for different trainings to branch network to improve insurance selling ability

Requirements

  • Degree holder or above in Banking, Finance or related disciplines
  • At least 2 year working experience, including 1 years working experiences in bancassurance
  • With qualifications in IIQE & HKSI
  • Knowledge of general banking is perferred
  • Proficiency in Cantonese, Mandarin and English in both written and verbal communication
  • Good communication skill, can work independently and work under high pressure
  • Candidates with less experience would be considered for Deputy Insurance Specialist

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development
  • Industries Banking, Capital Markets, and Financial Services

Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x

Get notified about new Insurance Specialist jobs in Hong Kong SAR .

Insurance Admin - Welcome fresh grad(MNC, 18-19K)

Hong Kong, Hong Kong SAR HK$17,000 - HK$9,000 2 weeks ago

Hong Kong SAR HK 16,000 - HK 17,999 3 days ago

Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 2 years ago

Insurance Coordinator (Full-time) Patient Business Department FSO - Assurance - Audit - Insurance Groups - Staff Accountant - Hong Kong Chubb Life HK: Assistant Mananger, Agency Training and Development (MCV & IR) Officer/Senior Officer, Product Proposition

Central & Western District, Hong Kong SAR 3 weeks ago

Eastern District, Hong Kong SAR 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Specialist / Deputy Insurance Specialist

Hong Kong, Hong Kong Bank of China (Hong Kong)

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Insurance Specialist / Deputy Insurance Specialist

3 days ago Be among the first 25 applicants

Direct message the job poster from Bank of China (Hong Kong)

  • Responsible to achieve individual/branch/area insurance sales business
  • Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs
  • Responsible for different trainings to branch network to improve insurance selling ability
Responsibilities
  • Responsible to achieve individual/branch/area insurance sales business
  • Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs
  • Responsible for different trainings to branch network to improve insurance selling ability
Requirements
  • Degree holder or above in Banking, Finance or related disciplines
  • At least 2 year working experience, including 1 years working experiences in bancassurance
  • With qualifications in IIQE & HKSI
  • Knowledge of general banking is perferred
  • Proficiency in Cantonese, Mandarin and English in both written and verbal communication
  • Good communication skill, can work independently and work under high pressure
  • Candidates with less experience would be considered for Deputy Insurance Specialist
We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development
  • Industries Banking, Capital Markets, and Financial Services

Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x

Get notified about new Insurance Specialist jobs in Hong Kong SAR .

Insurance Admin - Welcome fresh grad(MNC, 18-19K)

Hong Kong, Hong Kong SAR HK$17,000 - HK$9,000 2 weeks ago

Hong Kong SAR HK 16,000 - HK 17,999 3 days ago

Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 2 years ago

Insurance Coordinator (Full-time) Patient Business Department FSO - Assurance - Audit - Insurance Groups - Staff Accountant - Hong Kong Chubb Life HK: Assistant Mananger, Agency Training and Development (MCV & IR) Officer/Senior Officer, Product Proposition

Central & Western District, Hong Kong SAR 3 weeks ago

Eastern District, Hong Kong SAR 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Specialist

Citi

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Insurance Specialist role at Citi

Citi Kowloon City District, Hong Kong SAR

16 hours ago Be among the first 25 applicants

Join to apply for the Insurance Specialist role at Citi

Get AI-powered advice on this job and more exclusive features.

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!

Our people make all the difference in our success.

---

At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Responsibilities:

  • To partner with relationship managers in total client relationship building and financial planning propositions
  • To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
  • To lead and support the branch sales staff to achieve the insurance goal

Qualifications:

  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Certified Retail Wealth Professional (CRWP) is preferred
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

---

Job Family Group:

Consumer Sales

---

Job Family:

Consumer Product Sales

---

Time Type:

---

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the "EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Get notified about new Insurance Specialist jobs in Kowloon City District, Hong Kong SAR .

Insurance Specialist / Deputy Insurance Specialist Assistant General Insurance Manager (HK) Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$16,000.00-HK$7,999.00 1 week ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 1 month ago

Expression of Interest - Graduate Opportunities

Wan Chai District, Hong Kong SAR 1 year ago

Wan Chai District, Hong Kong SAR 11 months ago

Officer/Senior Officer, Product Proposition

Hong Kong SAR HK 15,000.00-HK 16,999.00 3 weeks ago

Shenzhen, Guangdong, China CN¥50.00-CN¥50.00 1 year ago

Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution) Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 3 months ago

Kwun Tong District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$1 ,000.00-HK 13,999.00 1 week ago

Insurance Distribution Support Specialist - HSBC Life

Wan Chai District, Hong Kong SAR 2 weeks ago

Hong Kong SAR HK 8,067.50-HK 8,067.50 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Specialist

Kowloon, Kowloon Citigroup

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
---
At **Citi** , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
**Responsibilities:**
+ To partner with relationship managers in total client relationship building and financial planning propositions
+ To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
+ To lead and support the branch sales staff to achieve the insurance goal
**Qualifications:**
+ Degree holder with at least two years of insurance product sales experience and proven track record
+ HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
+ Certified Retail Wealth Professional (CRWP) is preferred
+ Proactive and result-oriented with strong selling skills
+ Fluent in English, Cantonese and knowledge of Mandarin preferred
+ Good relationship building and communication skills
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Consumer Sales
---
**Job Family:**
Consumer Product Sales
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.

Insurance Specialist

Kowloon, Kowloon Citi

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Insurance Specialist role at Citi

Citi Kowloon City District, Hong Kong SAR

16 hours ago Be among the first 25 applicants

Join to apply for the Insurance Specialist role at Citi

Get AI-powered advice on this job and more exclusive features.

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
---
At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Responsibilities:

  • To partner with relationship managers in total client relationship building and financial planning propositions
  • To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
  • To lead and support the branch sales staff to achieve the insurance goal
Qualifications:
  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Certified Retail Wealth Professional (CRWP) is preferred
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
Family Group:
Consumer Sales
---
Job Family:
Consumer Product Sales
---
Time Type:
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View the "EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Get notified about new Insurance Specialist jobs in Kowloon City District, Hong Kong SAR .

Insurance Specialist / Deputy Insurance Specialist Assistant General Insurance Manager (HK) Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$16,000.00-HK$7,999.00 1 week ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 1 month ago

Expression of Interest - Graduate Opportunities

Wan Chai District, Hong Kong SAR 1 year ago

Wan Chai District, Hong Kong SAR 11 months ago

Officer/Senior Officer, Product Proposition

Hong Kong SAR HK 15,000.00-HK 16,999.00 3 weeks ago

Shenzhen, Guangdong, China CN¥50.00-CN¥50.00 1 year ago

Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution) Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 3 months ago

Kwun Tong District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$1 ,000.00-HK 13,999.00 1 week ago

Insurance Distribution Support Specialist - HSBC Life

Wan Chai District, Hong Kong SAR 2 weeks ago

Hong Kong SAR HK 8,067.50-HK 8,067.50 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Health Insurance Specialist

Bupa Global

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Health Insurance Specialist role at Bupa Global

2 days ago Be among the first 25 applicants

Join to apply for the Health Insurance Specialist role at Bupa Global

To act as the key sales interface between Bupa Global and our partner’s private and priority private banking teams by providing expert advice, education and tailored sales of Bupa’s premium international private medical insurance to eligible high net worth clients.

The Health Insurance Specialist is a key role and will work directly with the partner’s Relationship Managers (RMs), supporting them in educating, identifying, qualifying, and converting client interest into successful applications.

The role includes onboarding, eligibility screening and relationship building to deliver outstanding customer experience aligned with Bupa’s global standards.

How you’ll help us make health happen:

  • Deliver sales of international private medical insurance (IPMI) to eligible clients introduced by Relationship Managers, both face-to-face and via digital channels.
  • Build strong, trust-based relationships with our partner’s Relationship Managers, providing training and guidance on Bupa products and referral protocols
  • Perform light medical underwriting screening and triage, identifying cases that require specialist underwriting referral.
  • Provide tailored recommendations and detailed product education to clients, aligned with individual health, lifestyle and family needs
  • Guide applicants through the full onboarding process including quotation, documentation, application, and issue of cover.
  • Maintain full compliance with local regulatory requirements for licensed health insurance sales, including record keeping and client disclosures.
  • Collaborate closely with Bupa Global underwriting, compliance, and operational teams to ensure smooth case progression.
  • Actively contribute to local sales targets, pipeline reporting, and client servicing goals.
  • Support feedback loops between Bupa and partner to enhance product-market fit and client satisfaction.
  • Occasional work from Bupa Global or Bupa Hong Kong head office.
  • Expected to travel locally within city regions to banking centres; flexibility for some remote/digital consultations depending on client preference
  • May require irregular hours to meet with clients based on availability.
  • Proficiency in CRM and digital sales tools is essential.

Key Skills/Qualifications needed for this role:

  • Proven experience in selling or advising on international or domestic health insurance, life assurance, financial protection, or other regulated products.
  • Demonstrated success in client-facing roles involving affluent or high net worth individuals
  • Background in working within or alongside banks, wealth managers, IFAs or financial services providers preferred.
  • Ability to navigate sales and operational processes within highly regulated industries.
  • Experience conducting needs-based sales conversations in a professional and culturally sensitive manner.
  • Certification or license to sell insurance in the relevant local market or willingness to obtain prior to appointment.
  • Ongoing CPD as required by local health or insurance authorities.
  • Fluency in English essential; Cantonese or Mandarin highly desirable depending on market

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Bupa Global by 2x

Sign in to set job alerts for “Health Insurance Specialist” roles. Community Associate (Customer Service, Events and Sales)

Kwun Tong District, Hong Kong SAR 4 months ago

Assistant Officer (Career Center) (Job ID: 10890) Senior Officer, Agency Reporting (12 months' contract)

Kowloon City District, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 1 month ago

OPERATION ASSISTANT (internship) - HK local resident only Assistant Academic Support Officer (S&T) - (25001QK)

Kowloon City District, Hong Kong SAR 6 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Health Insurance Specialist

Hong Kong, Hong Kong Bupa

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

workfromhome

Join to apply for the Health Insurance Specialist role at Bupa

2 days ago Be among the first 25 applicants

Join to apply for the Health Insurance Specialist role at Bupa

Get AI-powered advice on this job and more exclusive features.

We make health happen:

To act as the key sales interface between Bupa Global and our partner’s private and priority private banking teams by providing expert advice, education and tailored sales of Bupa’s premium international private medical insurance to eligible high net worth clients.

Job Description

Health Insurance Specialist

Location: Hong Kong

Permanent

Full time

Hybrid working

Job Purpose

We make health happen:

To act as the key sales interface between Bupa Global and our partner’s private and priority private banking teams by providing expert advice, education and tailored sales of Bupa’s premium international private medical insurance to eligible high net worth clients.

The Health Insurance Specialist is a key role and will work directly with the partner’s Relationship Managers (RMs), supporting them in educating, identifying, qualifying, and converting client interest into successful applications.

The role includes onboarding, eligibility screening and relationship building to deliver outstanding customer experience aligned with Bupa’s global standards.

How You’ll Help Us Make Health Happen

  • Deliver sales of international private medical insurance (IPMI) to eligible clients introduced by Relationship Managers, both face-to-face and via digital channels.
  • Build strong, trust-based relationships with our partner’s Relationship Managers, providing training and guidance on Bupa products and referral protocols
  • Perform light medical underwriting screening and triage, identifying cases that require specialist underwriting referral.
  • Provide tailored recommendations and detailed product education to clients, aligned with individual health, lifestyle and family needs
  • Guide applicants through the full onboarding process including quotation, documentation, application, and issue of cover.
  • Maintain full compliance with local regulatory requirements for licensed health insurance sales, including record keeping and client disclosures.
  • Collaborate closely with Bupa Global underwriting, compliance, and operational teams to ensure smooth case progression.
  • Actively contribute to local sales targets, pipeline reporting, and client servicing goals.
  • Support feedback loops between Bupa and partner to enhance product-market fit and client satisfaction.
  • Occasional work from Bupa Global or Bupa Hong Kong head office.
  • Expected to travel locally within city regions to banking centres; flexibility for some remote/digital consultations depending on client preference
  • May require irregular hours to meet with clients based on availability.
  • Proficiency in CRM and digital sales tools is essential.

Key Skills/Qualifications Needed For This Role

  • Proven experience in selling or advising on international or domestic health insurance, life assurance, financial protection, or other regulated products.
  • Demonstrated success in client-facing roles involving affluent or high net worth individuals
  • Background in working within or alongside banks, wealth managers, IFAs or financial services providers preferred.
  • Ability to navigate sales and operational processes within highly regulated industries.
  • Experience conducting needs-based sales conversations in a professional and culturally sensitive manner.
  • Certification or license to sell insurance in the relevant local market or willingness to obtain prior to appointment.
  • Ongoing CPD as required by local health or insurance authorities.
  • Fluency in English essential; Cantonese or Mandarin highly desirable depending on market

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

Time Type

Full time

Job Area

Locations:

The Quayside

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Health Care Provider
  • Industries Hospitals and Health Care

Referrals increase your chances of interviewing at Bupa by 2x

Get notified about new Health Insurance Specialist jobs in Hong Kong SAR .

Officer, Project Administration (Ref: SMD224/25, 10546) Company Secretarial Executive / Paralegal Senior/ Administration Officer (Ref: CO-SAO)

Central & Western District, Hong Kong SAR 1 week ago

Company Secretarial Assistant - Fresh Graduates Welcome (Up to 20K/mth)

Central & Western District, Hong Kong SAR 4 days ago

Senior Corporate Affairs Executive (at the rank of Administrative Officer) Ref:1032 Company Secretarial Assistant Manager (HK) Community Associate (Customer Service, Events and Sales)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Insurance specialist Jobs in Hong Kong !

Senior / Insurance Specialist

Standard Chartered

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Senior / Insurance Specialist role at Standard Chartered

1 year ago Be among the first 25 applicants

Join to apply for the Senior / Insurance Specialist role at Standard Chartered

Get AI-powered advice on this job and more exclusive features.

  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions

Key Responsibilities

Job Responsibilities

  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions

Qualifications

  • IIQE 1-3,5 and SI 1,7,8
  • Extensive Knowledge on insurance products
  • Good presentation and selling skill
  • Communicate with client to understand the client needs

About Standard Chartered

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

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

Together We

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

What We Offer

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

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

Referrals increase your chances of interviewing at Standard Chartered by 2x

Get notified about new Insurance Specialist jobs in Kwun Tong District, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 week ago

Insurance Specialist / Deputy Insurance Specialist Assistant General Insurance Manager (HK) Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$16,000 - HK$7,999 4 days ago

Kowloon City District, Hong Kong SAR 1 week ago

Expression of Interest - Graduate Opportunities

Wan Chai District, Hong Kong SAR 1 year ago

Kowloon City District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 11 months ago

Senior Claims Specialist - General Insurance

Hong Kong SAR
HK 15,000.00
-
HK 16,999.00
2 weeks ago

Officer/Senior Officer, Product Proposition Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution)

Hong Kong SAR HK 16,135 - HK 16,135 1 day ago

Shenzhen, Guangdong, China CN¥50 - CN¥50 1 year ago

Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 2 months ago

Hong Kong SAR HK$1 ,000 - HK 13,999 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Health Insurance Specialist

Kowloon, Kowloon Bupa Global

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Health Insurance Specialist role at Bupa Global

2 days ago Be among the first 25 applicants

Join to apply for the Health Insurance Specialist role at Bupa Global

To act as the key sales interface between Bupa Global and our partner’s private and priority private banking teams by providing expert advice, education and tailored sales of Bupa’s premium international private medical insurance to eligible high net worth clients.

The Health Insurance Specialist is a key role and will work directly with the partner’s Relationship Managers (RMs), supporting them in educating, identifying, qualifying, and converting client interest into successful applications.

The role includes onboarding, eligibility screening and relationship building to deliver outstanding customer experience aligned with Bupa’s global standards.

How you’ll help us make health happen:

  • Deliver sales of international private medical insurance (IPMI) to eligible clients introduced by Relationship Managers, both face-to-face and via digital channels.
  • Build strong, trust-based relationships with our partner’s Relationship Managers, providing training and guidance on Bupa products and referral protocols
  • Perform light medical underwriting screening and triage, identifying cases that require specialist underwriting referral.
  • Provide tailored recommendations and detailed product education to clients, aligned with individual health, lifestyle and family needs
  • Guide applicants through the full onboarding process including quotation, documentation, application, and issue of cover.
  • Maintain full compliance with local regulatory requirements for licensed health insurance sales, including record keeping and client disclosures.
  • Collaborate closely with Bupa Global underwriting, compliance, and operational teams to ensure smooth case progression.
  • Actively contribute to local sales targets, pipeline reporting, and client servicing goals.
  • Support feedback loops between Bupa and partner to enhance product-market fit and client satisfaction.
  • Occasional work from Bupa Global or Bupa Hong Kong head office.
  • Expected to travel locally within city regions to banking centres; flexibility for some remote/digital consultations depending on client preference
  • May require irregular hours to meet with clients based on availability.
  • Proficiency in CRM and digital sales tools is essential.

Key Skills/Qualifications needed for this role:

  • Proven experience in selling or advising on international or domestic health insurance, life assurance, financial protection, or other regulated products.
  • Demonstrated success in client-facing roles involving affluent or high net worth individuals
  • Background in working within or alongside banks, wealth managers, IFAs or financial services providers preferred.
  • Ability to navigate sales and operational processes within highly regulated industries.
  • Experience conducting needs-based sales conversations in a professional and culturally sensitive manner.
  • Certification or license to sell insurance in the relevant local market or willingness to obtain prior to appointment.
  • Ongoing CPD as required by local health or insurance authorities.
  • Fluency in English essential; Cantonese or Mandarin highly desirable depending on market

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Bupa Global by 2x

Sign in to set job alerts for “Health Insurance Specialist” roles. Community Associate (Customer Service, Events and Sales)

Kwun Tong District, Hong Kong SAR 4 months ago

Assistant Officer (Career Center) (Job ID: 10890) Senior Officer, Agency Reporting (12 months' contract)

Kowloon City District, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 1 month ago

OPERATION ASSISTANT (internship) - HK local resident only Assistant Academic Support Officer (S&T) - (25001QK)

Kowloon City District, Hong Kong SAR 6 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Senior / Insurance Specialist

Kowloon, Kowloon Standard Chartered

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Senior / Insurance Specialist role at Standard Chartered

1 year ago Be among the first 25 applicants

Join to apply for the Senior / Insurance Specialist role at Standard Chartered

Get AI-powered advice on this job and more exclusive features.

  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions
Key Responsibilities
Job Responsibilities
  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process
  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions
Qualifications
  • IIQE 1-3,5 and SI 1,7,8
  • Extensive Knowledge on insurance products
  • Good presentation and selling skill
  • Communicate with client to understand the client needs
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What We Offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking

Referrals increase your chances of interviewing at Standard Chartered by 2x

Get notified about new Insurance Specialist jobs in Kwun Tong District, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 week ago

Insurance Specialist / Deputy Insurance Specialist Assistant General Insurance Manager (HK) Expression of Interest - Experienced Hire

Wan Chai District, Hong Kong SAR 1 year ago

Hong Kong SAR HK$16,000 - HK$7,999 4 days ago

Kowloon City District, Hong Kong SAR 1 week ago

Expression of Interest - Graduate Opportunities

Wan Chai District, Hong Kong SAR 1 year ago

Kowloon City District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 11 months ago

Senior Claims Specialist - General Insurance

Hong Kong SAR
HK 15,000.00
-
HK 16,999.00
2 weeks ago

Officer/Senior Officer, Product Proposition Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution)

Hong Kong SAR HK 16,135 - HK 16,135 1 day ago

Shenzhen, Guangdong, China CN¥50 - CN¥50 1 year ago

Relationship Specialist /Manager, Individual Insurance

Wan Chai District, Hong Kong SAR 2 months ago

Hong Kong SAR HK$1 ,000 - HK 13,999 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Insurance Specialist Jobs