Insurance Advisory Specialist — Lead

Responsibilities Working closely with Relationship Managers or other frontline sales staffs to provide professional Insurance advisory services Maintaining an in-depth understanding of the company's product portfolio and the competitive landscape Building and nurturing strong relationships with clients to ensure high customer satisfaction Supporting...

A prominent bank in Hong Kong is looking for a Financial Crime Compliance specialist. This role involves leading AML/CFT advisory, overseeing customer due diligence processes, and enhancing compliance policies. Candidates should hold a relevant degree and have a minimum of 3 years of AML experience, with strong analytical and communication skills....

Compliance Officer - Insurance Brokerage ZUU Group is a diversified financial services firm based in Hong Kong, offering integrated solutions in insurance brokerage , wealth management , and Capital Investment Entrant Scheme (CIES) advisory. We are committed to helping individuals and businesses achieve financial security through tailored insurance solutions...

A leading insurance broker in Hong Kong is looking for a qualified Solutions Officer to manage enquiries on general and group medical insurance, assist in policy administration, and prepare quotations. The ideal candidate should possess IIQE Paper 1 & 2 qualifications, have 2 to 3 years of experience in an insurance brokerage, and hold a diploma or above....

Perform insurance sales activities including but not limited to knowing your clients, product matching and selling, after sales services, renewal and claims follow-up for new business and retain existing insurance clients for the bank as well; Work with RMs to explore and develop business opportunities of bank clients for achieving bank assigned KPIs;...

A leading banking firm in Hong Kong is seeking an Insurance Specialist to enhance their insurance business. This role includes client meetings to analyze financial situations and recommend long-term insurance products. Candidates should possess a university degree, strong communication skills, and over a year of experience in insurance sales. The position...

Retail Banking – Insurance Specialist 32-45K (Welcome insurance agent) My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business. *Welcome insurance agent to apply Job Purpose: To maximize the competitive advantage of the Bank’s Insurance business through...

ZUU Group is a diversified financial services firm based in Hong Kong, offering integrated solutions in insurance brokerage , wealth management , and Capital Investment Entrant Scheme (CIES) advisory. We are committed to helping individuals and businesses achieve financial security through tailored insurance solutions and strategic financial planning. Learn...

A leading insurance brokerage firm in Hong Kong is seeking a full-time Insurance Brokerage Executive/Assistant Executive to provide administrative and operational support. Responsible for managing General Insurance for corporate accounts and customer inquiries, the ideal candidate should have at least 8 years of experience and strong communication skills in...

A leading global financial institution in Hong Kong is seeking a Deputy Advisory Head. This role involves providing leadership and direction to teams while ensuring high-quality advisory services. The ideal candidate will have 5-8 years of experience in financial services and a proven track record in client relationship management and risk assessment. Strong...