Relationship Manager, Insurance Brokerage – MCV
2 weeks ago
Relationship Manager, Insurance Brokerage – MCV (Mainland China Visitors) Serving customers of the financial consultant team. Approach potential customers, develop business, and provide quality financial advisory services to existing customers. Conduct financial needs analysis to understand customers’ financial status, identify customers’ financial needs and goals, and develop financial plans for customers in different life stages. Recommend and present financial planning solutions to customers (e.g., insurance planning, risk management, education planning, wealth management, retirement planning). Establish and develop long-term relationships with customers by assisting them in establishing financial goals and executing financial plans. Conduct ongoing communication and regular policy reviews with customers to help them keep up-to-date on their financial needs. Keep abreast of the latest knowledge and developments in industry regulations, professional practices, and financial products. Job Requirements University degree (preferably in Business, Finance, or related disciplines) with relevant work experience. Strong potential PRC customer network and proven track record in developing customer base. Possess practical knowledge of financial planning. Good communication and interpersonal skills. Self‑motivated, result‑oriented, endeavor to succeed in the financial services industry. Professional selling and presentation skill, proficient in Putonghua. #J-18808-Ljbffr
-
HR Supervisor — Insurance Brokerage
2 weeks ago
Kowloon, Hong Kong SAR China ZUU Insurance Brokerage Ltd Full timeZUU 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...
-
Responsible Officer
4 days ago
Kowloon, Hong Kong SAR China BAY UNION INSURANCE BROKERS LIMITED Full timeResponsible Officer (Insurance Brokerage) We are seeking a highly experienced and passionate Responsible Officer (RO) to lead our compliance, internal control, and risk management functions. The ideal candidate will possess strong regulatory knowledge, business insight, and a deep commitment to upholding professional and ethical standards within the...
-
Senior HR Operations Lead – Insurance Brokerage
2 weeks ago
Kowloon, Hong Kong SAR China ZUU Insurance Brokerage Ltd Full timeA diversified financial services firm in Hong Kong is seeking an experienced HR professional to oversee daily HR operations such as recruitment, onboarding, and compliance. The role requires a minimum of 5 years of HR experience, preferably in insurance or financial services, alongside strong skills in process optimisation and problem-solving. The successful...
-
General Insurance
2 days ago
Kowloon, Hong Kong SAR China ZUU Insurance Brokerage Ltd Full timeGeneral Insurance & MPF Product Specialist 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...
-
Senior Compliance Lead — Insurance Brokerage
4 days ago
Kowloon, Hong Kong SAR China BAY UNION INSURANCE BROKERS LIMITED Full timeA leading insurance brokerage in Hong Kong is looking for a Responsible Officer (RO) to oversee compliance and risk management functions. The ideal candidate will have a minimum of 5 years' experience in a senior compliance role and a strong understanding of regulatory requirements. Responsibilities include ensuring operations comply with regulations,...
-
Relationship Manager
2 weeks ago
Kowloon, Hong Kong SAR China Waterdrop Financial Services (HK) Limited Full timeA 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...
-
Kowloon, Hong Kong SAR China ZUU Insurance Brokerage Ltd Full timeA diversified financial services firm is seeking an experienced General Insurance and MPF Product Specialist in Hong Kong. This role focuses on providing product expertise and technical support to internal Independent Financial Advisors (IFAs), assisting them in delivering compliant financial advice. Candidates should have solid experience in General...
-
Brokerage Accounting Specialist
2 weeks ago
Kowloon, Hong Kong SAR China Bay Insurance Brokers Limited Full timeA financial services firm in Hong Kong is seeking an experienced Accountant to manage daily accounting for their brokerage business. The ideal candidate will hold at least a Bachelor's degree and have a minimum of 3 years' experience in accounting, including experience in brokerage firms. Strong Chinese language skills are required, alongside financial...
-
General Insurance Agent – Quotation
2 days ago
Kowloon, Hong Kong SAR China Loyal Insurance Consultants Limited Full timeA leading insurance brokerage in Hong Kong is seeking a General Insurance Executive to deliver services to clients and business partners, handling insurance quotations and renewals. Candidates should have 1-2 years of experience in the insurance agency or broker industry and familiarity with general insurance products. Must possess the Insurance...
-
Brokerage Business Development Manager
7 days ago
Kowloon, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as a Brokerage Business Development Manager. In this role you will Identify, pursue and expand new business opportunities to achieve business targets on a daily basis with collaboration with channel frontline in customer meetings and associated preparations Uplift frontline productivity by...