URGENT -Insurance Specialist (Banking Position)- Open to IFA/Agent/RM applicants

Job Summary The Relationship Manager (RM) will manage and grow a retail banking client portfolio by delivering personalized financial solutions and superior service. Candidates who are currently Insurance Specialists and interested in transitioning into retail banking front office roles, as well as Assistant Relationship Managers aiming to advance their...

Banking Manager – Insurance Specialist 30-45K (Welcome insurance agent) My client is a top leading banking with a strong branch network in Hong Kong. Currently they are seeking an experienced Insurance Specialist to drive their business. Job Purpose To maximize the competitive advantage of the Bank’s Insurance business through conducting meetings with...

Urgent Retail Bank Branch Manager / Team Head (Prefer RM with proven experience) Our client is looking for Junior Retail Banking Branch Manager, highly prefer RM candidate with at least 3-5 years experience, stable with proven track record. Interested candidate please send me your CV, further details will be shared with you in a confidential phone...

Insurance Specialist (1 IS in branch/ support RM closing) Our client is a prominent and reputable bank in Hong Kong, looking for an Insurance Specialist. Strengthen relationships with current and potential clients to meet or exceed sales goals. Identify and develop new business opportunities within targeted market segments to deepen client relationships....

A prominent insurance company in Hong Kong is seeking a Distribution Support Specialist to handle enquiries and complaints from IFAs, support client acquisition, and ensure quality service standards. Candidates should have at least 3 years of experience in customer service within the insurance or banking industry and be proficient in English and Cantonese,...

Distribution Support Specialist (Life Insurance) Job Accountabilities: Ensure all enquiries (hotline and written) received from IFAs are handled and resolved within the performance and quality standards Handle complaints and ensure all the cases received are adequately investigated, follow through and settled upon customers’ satisfaction Provide support...

Private Banking RM Assistant (up to 40k) Add expected salary to your profile for insights Developing customer base and establish long term relationship with high net worth customer Supporting branch member as required Ensure compliance requirements are strictly followed The Successful Applicant Tertiary education or above At least 2 years' rm assistant...

A financial services firm located in Hong Kong is looking for candidates experienced in selling whole life insurance plans, specifically in an agent or broker role. Candidates currently working as Financial Planning Managers at banks or with at least 1.5 years of experience in insurance sales are preferred. Additionally, IFA and insurance agents will also be...

Junior Relationship Manager /Insurance Specialist (retail banking) (EW) Provide investment and insurance services to high net worth clients in branch. Maintain close relationships with clients. Cooperate with specialist to give advice to clients. Meet the compliance requirement. Requirements Degree or above with major in Business Administration, Finance, or...

Bank- General Banking Officer / Personal Banking Manager (22-32k) Responsible for account opening and promote general banking products (including insurance, deposit or mortgage etc.) Conduct customer portfolio analysis to identify business opportunities Achieve the sales target by collaborating with colleagues to conduct pre-case study, share sales tactics...