Insurance & Financial Planning Pro

A financial services firm in Hong Kong seeks a Relationship Manager for its Insurance Brokerage division. You will serve customers, conduct financial needs analyses, and develop personalized financial planning solutions. The ideal candidate has a degree in Business or Finance, strong interpersonal skills, a potential network with PRC customers, and is...

A leading international bank in Hong Kong is seeking an experienced professional to deliver high-quality insurance planning services. The role involves collaborating closely with branch sales staff to analyze client financial situations, recommend suitable insurance and investment products, and ensure excellent after-sales service to maintain customer...

Job Summary Strong drafting, negotiation, analytical, and communication skills; with strong ability to inspire teammates and other colleagues and generate people’s commitment and to prioritize workload; be very proactive and work effectively with internal stakeholders across front office, compliance, internal control, operational and credit risk functions...

Add expected salary to your profile for insights Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services. In addition to property agency services, the Group’s business scope now extends to wealth management,...

A leading financial services company in Hong Kong is seeking a Financial Planning Manager. The role involves providing high-quality financial planning and wealth management services while developing long-term client relationships. Candidates should possess a degree in any discipline, be proactive, and have knowledge or experience in the banking and financial...

A leading financial services provider in Hong Kong is looking for a Wealth Management Specialist / Financial Planning Manager. This role involves professional investment planning and retirement planning for clients. Candidates should be degree holders, energetic, and possess good interpersonal and communication skills. The position offers a structured career...

A leading insurance brokerage in Hong Kong is seeking a dedicated insurance professional to manage application processes and deliver excellent client service. The ideal candidate should have a diploma or higher, at least 2 years of experience in the insurance industry, and hold IIQE Certificate Paper 1 and 3. Proficiency in English and Chinese is essential,...

A financial services provider in Hong Kong is seeking a motivated individual to join their team. The role involves conducting KYC processes and financial planning for clients within a collaborative team environment. The ideal candidate should possess a Form 5 or DSE qualification, with a preference for those holding relevant licenses. This position offers a...

A leading financial institution in Hong Kong is looking for an Executive Insurance Product Expert I to provide retirement and financial planning solutions. You will work closely with Customer Relationship Managers to expand the clientele and deliver exceptional after-sales service. The ideal candidate has a university degree, proven insurance sales...

A leading life insurance firm in Hong Kong is looking for a qualified actuary to support the Head of Financial Risk Management. The role includes developing and implementing risk management policies, identifying financial risks, and preparing annual ORSA reports. Candidates should have at least six years of experience in the life insurance industry, a...