insurance specialist, china & hnw segment in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 45,000 - HK$ 58,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 45,000 - HK$ 58,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Well-established bank
  • Great working culture
  • Attractive salary package and bonus

about the company.

Our client is a prestigious bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced professional to join their team as insurance specialist focusing in China & HNW market about the job. As the insurace specialist focusing in China & HNW market, your prime responsibility will be to:
  • Identify and capture insurance business opportunities with prompt follow up on analytically driven leads with key focus on Chinese customers in Hong Kong
  • Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
  • Provide specialist advice on appropriate insurance solutions to ensure the insurance and protection needs of the customers are well fulfilled
  • Manage 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 the bank in order to ensure 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 comply with relevant legal and regulatory requirements and meets the bank standards and procedures
skills & experiences required.
  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Solid experience in life insurance, preferably in Bancassurance. Extensive wealth management and insurance product knowledge and sales capabilities
  • Insurance licenses required
  • Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  • Good level of verbal English and Cantonese, and fluency in Putonghua is required
  • Excellent communication, interpersonal and motivational skills
  • Self motivated, excellent interpersonal skill

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Principal Consultant - Banking Front Office) at 852 2232 3482 for further discussion or email you updated resume to


insurance, bancassurance, insurance specialist, insurance sales. china market, financial planning


IIQE paper 1, 2, 3

educational requirements

Bachelor Degree