Insurance Sales and Wealth Management Professional
21 hours ago
At Bank Of China (Hong Kong) Limited, we are seeking an experienced Senior Insurance Specialist to join our team.
About the Role
We are looking for a highly skilled and motivated individual who can achieve individual/branch/area insurance sales business targets. The successful candidate will be responsible for providing professional wealth management services and strengthening customer relationships while fulfilling all-round insurance needs.
Main Responsibilities
- Drive insurance sales business growth through strategic planning and execution;
- Develop and maintain strong relationships with customers to understand their financial goals and provide tailored solutions;
- Collaborate with cross-functional teams to design and deliver training programs that enhance insurance selling skills within the branch network;
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and optimal performance.
Requirements
- Degree holder or above in Banking, Finance, or related disciplines;
- At least 2 years of working experience, including 1 year of experience in bancassurance;
- Hold qualifications in IIQE & HKSI;
- Possess knowledge of general banking principles and practices;
- Proficient in Cantonese, Mandarin, and English in both written and verbal communication;
- Excellent communication and interpersonal skills, with ability to work independently and under pressure;
- Candidates with less experience may be considered for the role of Deputy Insurance Specialist.
Benefits
The successful candidate will enjoy a competitive compensation package and opportunities for career advancement within our dynamic organization.
-
Insurance and Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full timeJob OverviewWe are seeking a skilled Insurance specialist/Investment consultant to join our team at Gravitas Recruitment Group.Salary: Competitive salary package offered, commensurate with experience and qualifications.Job Description:Foster strong relationships with high-net-worth clients by providing them with tailored insurance and investment...
-
Insurance Sales Professional
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeWe value our talented employees and strive to support their growth opportunities.About CitiCiti is a leading global bank with over 200 years of experience in providing financial services to clients worldwide. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day.We provide a broad range of...
-
Insurance Sales Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeAbout Hang Seng Bank LimitedHang Seng Bank Limited is committed to service excellence, focusing on attracting high-calibre talent and offering a dynamic working environment with good career development opportunities and competitive compensation packages.We have over 290 branches and automated banking centres across Hong Kong, serving more than half of the...
-
Insurance Sales and Relationship Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionAt Bank Of China (Hong Kong) Limited, we are seeking a highly motivated and results-driven Senior Insurance Specialist to join our team. As a key member of our insurance sales force, you will be responsible for achieving individual/branch/area insurance sales business by providing professional wealth management services and strengthening...
-
Strategic Insurance Solutions Executive
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeFargo Wealth Group Limited is seeking a seasoned professional to spearhead the development and execution of innovative insurance solutions.Job DescriptionThe successful candidate will be responsible for formulating and implementing insurance strategies across diverse client segments and channels. Key objectives include:Solution Development: Collaborate with...
-
Insurance Sales Manager Leader
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeAbout Hang Seng Bank LimitedHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and providing best-in-class products and services to its customers. With a strong focus on customer satisfaction, the bank seeks to attract high-calibre talent to join its team.Career OpportunityWe are currently seeking a high...
-
Insurance Sales Leadership Opportunity
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.A Career with Hang SengWe seek to attract high-calibre talent...
-
Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeAbout CICCCICC is a leading investment bank in China, providing innovative solutions to our clients.Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and...
-
Business Development Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupCompany OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and...
-
Ambitious Financial Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeWe are AIA Hong Kong and Macau, a leading insurance company committed to helping our customers achieve their long-term goals.As a Graduate Program Wealth Management Trainee, you will play a key role in providing personalized financial services to our high-net-worth and mass integrated account customers.Key ResponsibilitiesDevelop tailored investment...
-
Hong Kong, Central and Western District, Hong Kong SAR China FWD Insurance Full timeCompany OverviewFWD Insurance is a pan-Asian life and health insurance business with over 12 million customers across 10 markets. We are committed to changing the way people feel about insurance through innovative propositions, easy-to-understand products, and a simpler insurance experience.
-
Premium Insurance Sales Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OverviewHang Seng Bank Limited is committed to delivering exceptional service excellence. Our team is dedicated to continually enhancing our performance for customers and providing best-in-class products and services.Company OverviewWealth management and financial services are at the core of Hang Seng's Retail Distribution. With around 255 branches and...
-
Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...
-
Wealth Management Strategist
12 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupAt the forefront of Hong Kong's financial services landscape, our group has been dedicated to providing innovative solutions and exceptional customer experiences for over decades. As a pioneering force in banking, insurance, and related services, we continue to evolve and expand our reach through our extensive network of...
-
Insurance Platform Solutions Director
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeHang Seng Bank Limited OverviewHang Seng Bank Limited is committed to service excellence, prioritizing our people as our most important asset. We continually strive to enhance our performance for customers and provide best-in-class products and services. A dynamic working environment, good career development opportunities, and competitive compensation...
-
Investment Wealth Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is committed to delivering service excellence and fostering a dynamic working environment. Our people are our most valuable asset, and we strive to continually enhance our performance for customers by providing best-in-class products and services.Job DescriptionWe seek a high-calibre professional to join our Private...
-
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeCompany OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a rich history dating back over 100 years. Our diverse portfolio includes real estate, renewable power, infrastructure, and private equity investments, totaling $1 trillion in assets under management.We are committed to delivering strong risk-adjusted returns...
-
Insurance Solutions Expert
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is committed to service excellence and recognizes the importance of attracting high-calibre talent. We offer a dynamic working environment, career development opportunities, and competitive compensation packages.Job DescriptionWe are seeking qualified individuals to join our Wealth Sales Distribution team as Executive...
-
Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full timeJob OverviewThe Operations Manager, Wealth Management role is responsible for assisting the supervisor in monitoring internal operations procedures and ensuring compliance with Company guidelines.This position involves maintaining accurate client account information, settlement instructions, counterparty data, and securities details within both front and...
-
Strategic Wealth Management Expert
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeAbout CICCCICC, a renowned financial institution, seeks an experienced professional to lead its wealth management team in achieving business objectives. As a trusted advisor, you will be responsible for devising and implementing strategies that drive success in the region.Key Responsibilities1. Develop and execute comprehensive plans to meet target set by...