Wealth & Insurance Sales Specialist

A leading bank in Hong Kong is seeking a Wealth Insurance Solutions Support professional to assist Wealth Insurance Specialists by providing exceptional service to high net-worth clients. The role involves preparing insurance policy reviews and handling after-sales support. Candidates should possess a degree in Business or Finance, IIQE qualifications, and...

Insurance Specialist - Wealth Planning Consultant Add expected salary to your profile for insights Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients....

A major financial institution in Hong Kong is seeking a Mobile Insurance Specialist to enhance their Wealth and Personal Banking team. The candidate will identify insurance business opportunities, develop client relationships, and provide specialist insurance solutions. A strong background in wealth management and fluency in Mandarin are essential. This role...

A leading banking institution in Hong Kong is looking for a Wealth Insurance solutions support (WISS) specialist. This role involves supporting Wealth Insurance Specialists in delivering exceptional service to high-net-worth clients. Key responsibilities include preparing Insurance Policy Reviews, liaising with stakeholders, and generating reports. Ideal...

A leading insurance company in Hong Kong is seeking an Insurance Specialist - Wealth Planning Consultant to drive sales and service clients effectively. The ideal candidate should have a minimum of 2 years' experience in wealth management or insurance, possess strong sales and interpersonal skills, and a solid educational background. This role offers a...

About FWD Group FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company...

A leading financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to enhance client relationships and drive bancassurance sales. You will play a key role in achieving strategic goals in wealth management and provide tailor-made advice to clients. The ideal candidate requires at least 3 years of insurance sales...

Insurance Specialist / Deputy Insurance Specialist 3 days ago Be among the first 25 applicants Direct message the job poster from Bank of China (Hong Kong) Responsible to achieve individual/branch/area insurance sales business Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round...

Wealth Management Product Specialist CCB International (Holdings) Limited Central, Central and Western District, HK 1. Develop and identify potential clients, providing professional financial planning services and solutions, including life insurance, financial planning, children's education planning, etc. 2. Identify the market trend and client needs. 3....

A major banking institution in Hong Kong is seeking a full-time Insurance Specialist to achieve sales targets and provide professional wealth management services. The ideal candidate should have at least a degree in Banking or Finance, along with two years of experience, including one year in bancassurance. Proficiency in Cantonese, Mandarin, and English is...