Insurance Policy Specialist — Client Onboarding

A financial services firm based in Hong Kong seeks a Client Service Executive to provide comprehensive support for existing clients after policy issuance. Responsibilities include handling policy requests, coordinating with internal teams, and maintaining accurate client records. The ideal candidate has 1-3 years of experience in insurance servicing and good...

A prominent insurance company in Hong Kong is seeking an experienced professional to handle policy issuance, compliance checks, and client support. The role involves reviewing new applications, ensuring adherence to regulatory standards, and facilitating communication with clients and intermediaries to resolve inquiries. Successful candidates should...

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,...

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. Client...

Senior / Compliance Officer (Insurance Broker) Degree holder in Business Administration, Law, Finance or possess related professional qualification; At least 2-3 years of relevant experience in the Compliance function of a Financial Institution with exposure in regulatory matters; Compliance experience in an insurance broker or bank is highly recommended;...

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 financial institution in Hong Kong is seeking an Insurance Specialist to perform insurance sales activities and manage client relationships. The ideal candidate should hold a degree in Business, possess at least 5 years of relevant sales experience, and have the necessary qualifications for insurance licence registration. Additionally, strong interpersonal...

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 financial services firm in Hong Kong is seeking a candidate to manage the client onboarding process. The role involves coordinating with Relationship Managers and custodian banks, as well as conducting compliance reviews. Candidates should hold a Bachelor's degree and have 1-2 years of experience in private banking or asset management. Fluency in English,...

A financial services company in Hong Kong seeks a skilled Technical Representative to manage insurance proposals and applications. Ideal candidates will have IIQE Certification and strong fluency in both English and Chinese (Mandarin & Cantonese). Responsibilities include selecting suitable insurance products for clients and overseeing the entire application...