Insurance Product Expert – Wealth

A leading financial institution in Hong Kong seeks an Executive Insurance Product Expert II to drive insurance sales and deliver retirement planning solutions to high-net-worth clients. Candidates should possess a strong customer-centric mindset, proven sales experience, and relevant qualifications. This role offers professional development opportunities and...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further. Retail...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing initiatives and...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further. Retail...

Responsibilities Maintain close cooperation with insurance companies and sales teams to ensure smooth processes and effective communication. Select the insurance company and prepare proposal according to clients’ needs. Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy...

Conduct in-depth comparison of life insurance, savings plans, ILAS, investment-linked and protection products across major insurers. Analyse product structures, return projections, cost components, risk features, and suitability for target client groups. Maintain and update the company’s internal Product Knowledge Base and competitive intelligence. Client...

Management Trainee - Wealth Management & Insurance Open to ALL Bachelor's & Master's Graduates - No specific major required! Fast-Track to Leadership: Clear path to Senior Advisor / Team Lead in 12‑18 months Attractive Base Salary + High‑Performance Commissions & Bonuses Comprehensive Training Program: Master insurance products and sales strategies Job...

A premier insurance brokerage is looking for an energetic Insurance Sales Representative in Hong Kong. This role focuses on cross-selling insurance products via telecom marketing. The ideal candidate should understand various insurance products and possess excellent communication skills for building client relationships. Responsibilities include making...

A leading bank in Hong Kong is looking for a Prestige Insurance Sales Manager II to join the Wealth Sales Distribution team. The successful candidate will lead and coach the sales team while improving customer experience in personal wealth management. Responsibilities include guiding insurance specialists, monitoring sales processes, and managing team...