What Jobs are available for Insurance Specialist in Hong Kong?

We are seeking driven and customer-oriented professionals to join one of Hong Kong's most reputable and long-standing Chinese banks. This is a valuable opportunity to grow your career in retail banking within a stable, service-focused, and forward-looking organization.

Key Responsibilities

• Provide professional investment and insurance advisory to retail banking clients
• Partner with Relationship Managers to identify client needs and deliver holistic financial solutions
• Stay updated on market trends, product developments, and regulatory changes
• Ensure full compliance with internal policies and external regulations

Ideal Candidate

• Welcome Relationship Managers switching to IS
• Degree holder in Finance, Business, or related discipline
• Minimum 3–4 years of experience in investment or insurance advisory within retail banking
• Strong knowledge of mutual funds, bonds, structured products, and insurance solutions
• HKSI (Paper 1, 7, 8) and IIQE (Paper 1, 2, 3, 5) qualifications required
• Excellent communication and interpersonal skills
• Fluent in Cantonese and English; Mandarin is an advantage

What We Offer

• Comprehensive medical and life insurance
• Ongoing training and professional development
• Supportive team culture and leadership

Interested parties please click
Apply Now
to submit your CV to us.

Our client is one of the Leading Retail Bank in Hong Kong and is now looking for an insurance specialist to support their wealth management and financial services.

Insurance Specialist / Senior Insurance Specialist / Executive Insurance Specialist

Responsibilities

• Analyse Clients' financial situation and identify their financial needs, recommend relevant products and structure solutions to best suit their needs
• Collaborate with Relationship Managers (RMs) or Branch Sales staff to provide professional Insurance planning services and Pre-Sales information
• Delivering quality service and maintaining long-term relationship with customers
• Providing quality services and financial solutions to customers and satisfy their changing financial needs

Requirements

• Minimum 1 year sales experience in insurance products
• Qualifications in IIQE Paper 1, 2, 3
• University degree in a related discipline
• Strong sales, analytical and interpersonal skills
• Understanding of client needs and a role model in being responsive

About Us

Manrison Personnel Limited is a leading recruitment agency specializing in the Banking & Financial Recruitment industry.  We are honor to be awarded the "Best New Brand Recruitment Agency Award (Grand)" and "Premium Services Award (Gold)" by CTgoodjobs in 2021. We have a reputation for delivering exceptional recruitment services to our diverse client base. Our team of experienced consultants is passionate about connecting the right talent with the right opportunities, and we are committed to providing a rewarding and fulfilling career path for our employees.

Connecting Future Human Value

Key Responsibilities:

• Implement effective strategies to achieve sales targets
• Conduct fundamental analysis with clients and assist in managing their portfolios
• Provide sound insurance advice and give quality solutions to clients
• Develop life insurance business and expand the company's existing customer network in both Hong Kong and especially the PRC
• Analyze customer's financial background and provide professional recommendation in insurance products
• Coordinate with various parties to maximize sales opportunities and results

Key Requirements:

• Tertiary education in any discipline
• Visa holder, including IANG, QMAS, TTPS, is welcome
• IIQE Paper 1 and 3 is a must
• Minimum 1 year of sales experience in insurance/banking industry
• Sound knowledge on selling insurance products and a preference for familiarity with the PRC market
• Independent, self-motivated, results and customer services oriented
• Good presentation, communication and interpersonal skills
• Proficient in Cantonese and English, with a preference for fluency in Mandarin

We offer good career prospects and attractive remuneration package to the right candidates. Interested parties please send full resume with current and expected salary.

Personal data collected will be strictly used for recruitment purpose only. All unsuccessful applications will be destroyed after two years.

Responsibilities

• 10+ years of Insurance consulting experience, particularly in life insurance
• Ability to conduct process discovery workshops across the insurance value chain with business stakeholders, particularly working with COO organization
• Hands on experience of using Visio to document processes and identify improvement opportunities
• Should be able to speak Cantonese and preferably Mandarin

Key Responsibilities

• Perform sales activities of life Insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business for CIBL as well.
• Work mainly with the RMs of Business Banking and Private Banking to explore and develop business opportunities of bank clients for achieving assigned sales targets. Drive & motivate the insurance business of these business units to perform the desired business result.
• Ensure outstanding customer satisfaction rating is achieved by meeting the predetermined service standards.
• Maintain good customer relationships and provide quality services to both Relationship Managers and Customers.

Requirements

• Preferably a Degree holder in Business or related disciplines.
• Minimum 5 years relevant experience in selling life insurance products to corporate / individual customers.
• Possess qualifications for relevant insurance licenses registration.
• Preferably possess / obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.

Job Responsibilities

1. Design and implement a customer service-focused training system covering new employee onboarding, salesperson advancement programs, and specialized service training. Regularly analyze team needs and optimize training plans based on market feedback. 2. Develop systematic training courses balancing product expertise with mainland clients 'learning preferences, including user-friendly materials (PPTs, animated videos, illustrated manuals) and business support kits (FAQ guides, application process instructions, claims service manuals). 3. Provide 24/7 professional support to address complex client inquiries as a mainland service specialist. 4. Lead value-added campaigns like online product roadshows, offline wealth seminars, and holiday appreciation events to enhance brand loyalty.

Qualifications Required:

1. Bachelor's degree in finance, insurance, marketing, or Chinese language studies. 2. Over 10 years of insurance industry training or customer service experience, including 5+ years specializing in mainland clients 'needs and service processes. 3. Expertise in Hong Kong's mainstream insurance products (particularly popular mainland offerings). 4. Strong problem-solving skills and instant responsiveness to client requests. 5. Mandarin proficiency with Cantonese being a plus.

Bauer Kaiser & Co Ltd. is an executive search firm established and managed by seasoned Human Resources professionals.

We specialize in search and selection of executives in the Banking and Finance, Insurance, and Consulting industries.

On behalf of our client, a leading banking group in Hong Kong and China. We are inviting high caliber Insurance Specialist to apply the following position to develop their career ladder in professional banking services.

Main Duties:

To provide financial planning advice by analyze customer's financial needs

To collaborate with branch sales staff to provide professional insurance planning by meeting potential customers

To recommend life insurance products and investment-linked products to best suit their needs

Deepen customer's need and strengthen customer relationship by providing after-sales services

To maximize business opportunities to achieve individual sales target

Key Requirements:

Extensive knowledge on insurance products and services

Good communication, interpersonal and selling skills

IIQE licensed

Communicate with client to understand the client needs

Good presentation and selling skill

Interested candidates, please submit your FULL RESUME stating current and expected monthly salary by clicking "Apply Now"

Full-time

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as an Outreach Insurance Specialist.

Principal Responsibilities

• Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled
• Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
• Establish effective working relationships with other teams within the Branch and other relevant partners that impact client's experience of HSBC in order to deliver a consistent approach and application of outstanding service standard
• Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
• Maintain high level of compliance guidelines and procedures
• Ensure self and team activities follow relevant legal and regulatory requirements and meets HSBC standards and procedures

Qualifications - External

• Tertiary or university level education, preferably in finance, business or a related field
• Proven experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and sales capabilities
• Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,3,5 and compliance with related Continuing Professional Development (CPD) requirements
• Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
• Good level of verbal English and Cantonese, with Putonghua preferred
• Excellent communication, interpersonal and motivational skills
• Self-motivated, excellent interpersonal skill

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 at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited