insurance specialist in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 35,000 - HK$ 60,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 35,000 - HK$ 60,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Prestigious international bank
  • Attractive package with fringe benefits
  • Private wealth management

about the company.

Our client is a Well-established leading 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 Bancassurance/ Insurance professional to join their team as Insurance Sales.
about the job.
As an Insurance Sales in a well-established international bank, your prime responsibilities will be as follow:
  • Achieve the insurance sales targets by collaboration with the assigned Relationship Managers/branches
  • Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
  • Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
  • Implement the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators
skills & experiences required.
  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Over 5 years in insurance sales experience
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

The successful candidate will be offered an excellent salary package and career prospect within a prestigious bank. An excellent opportunity to be part of growing business during a period of strategic business expansion.

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


bancassurance, insurance specialist, semi private banking, retail banking, financial planning manager, IS, FPM, insurance sales, private wealth management


IIQE Paper 1, 2, 3, 5
HKSI Paper 1, 7, 8

educational requirements

Bachelor Degree