Banking Insurance Specialist — Grow Client Relationships

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...

Recruitment Consultant – WallStone Partners & Company Ltd. Responsibilities: Collaborate with Relationship Manager in Branch to provide insurance planning services to the customer Maintain good relationship with the existing customer and develop the potential client base Engage appointments to cross‑sell insurance products and close deals Comply with...

A leading consulting firm in Hong Kong is seeking a Junior Relationship Manager / Insurance Specialist. This role involves providing investment and insurance services to high net worth clients while maintaining close relationships and compliance with banking policies. The ideal candidate has a degree in Business Administration or Finance, with at least 1-2...

My client is one of Hong Kong’s biggest and longest-established life insurance companies. They are actively growing their bancassurance business and are seeking an Insurance Specialist Manager to join the expanding team. Key Responsibilities Partner closely with branch Relationship Managers to deliver tailored, professional insurance solutions to bank...

A leading financial services firm in Hong Kong is looking for a Relationship Manager to manage and grow a retail banking client portfolio. This role involves delivering personalized financial solutions and superior service, with responsibilities including managing client relationships and exceeding sales targets. Ideal candidates will have a degree in...

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...

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 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...

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...

Senior Insurance Specialist / Insurance Specialist. We are seeking motivated and experienced insurance professionals to join our team. You will be responsible for developing life insurance business, expanding our customer network, and providing professional financial advice to clients. Key Responsibilities Develop life insurance business and expand the...

Financial Planning Manager (Insurance Specialist) Our client Dah Sing Financial Group is seeking a Financial Planning Manager (Insurance Specialist) to join their team! Joining Dah Sing Financial Group as a Financial Planning Manager (Insurance Specialist) offers a unique opportunity to shape the future of financial planning within the bank. This role is...