43 Insurance Specialist jobs in Hong Kong
Insurance Specialist / Deputy Insurance Specialist
Posted 10 days ago
Job Viewed
Job Description
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
- 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
- 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
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- 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 HireWan 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 PropositionCentral & 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-LjbffrInsurance Specialist / Deputy Insurance Specialist
Posted 11 days ago
Job Viewed
Job Description
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
- 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
- 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
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- 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 HireWan 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 PropositionCentral & 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-LjbffrInsurance Specialist
Posted 10 days ago
Job Viewed
Job Description
Citi Kowloon City District, Hong Kong SAR
Join or sign in to find your next jobJoin 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
- 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
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 Full-time
- 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 HireWan 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 OpportunitiesWan Chai District, Hong Kong SAR 1 year ago
Wan Chai District, Hong Kong SAR 11 months ago
Officer/Senior Officer, Product PropositionHong 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 InsuranceWan 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 LifeWan 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-LjbffrInsurance Specialist

Posted 10 days ago
Job Viewed
Job Description
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.
Insurance Specialist
Posted 3 days ago
Job Viewed
Job Description
Citi Kowloon City District, Hong Kong SAR
Join or sign in to find your next jobJoin 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
- 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
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 Full-time
- 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 HireWan 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 OpportunitiesWan Chai District, Hong Kong SAR 1 year ago
Wan Chai District, Hong Kong SAR 11 months ago
Officer/Senior Officer, Product PropositionHong 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 InsuranceWan 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 LifeWan 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-LjbffrHealth Insurance Specialist
Posted 7 days ago
Job Viewed
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 Full-time
- 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-LjbffrHealth Insurance Specialist
Posted 7 days ago
Job Viewed
Job Description
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.
- 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
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 Full-time
- 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-LjbffrBe The First To Know
About the latest Insurance specialist Jobs in Hong Kong !
Senior / Insurance Specialist
Posted 10 days ago
Job Viewed
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
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
- 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
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
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 Mid-Senior level
- Employment type Full-time
- 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 HireWan 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 OpportunitiesWan 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 InsuranceHong Kong SAR
HK 15,000.00
-
HK 16,999.00
2 weeks ago
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 InsuranceWan 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-LjbffrHealth Insurance Specialist
Posted 3 days ago
Job Viewed
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 Full-time
- 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-LjbffrSenior / Insurance Specialist
Posted 3 days ago
Job Viewed
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
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
- 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
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
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 Mid-Senior level
- Employment type Full-time
- 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 HireWan 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 OpportunitiesWan 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 InsuranceHong Kong SAR
HK 15,000.00
-
HK 16,999.00
2 weeks ago
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 InsuranceWan 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