Bancassurance specialist

Talent Pro Recruitment Company Limited; Hong Kong; On-site; HKD 391,000 - 614,000; Full time

Job summary

Talent Pro Recruitment Company Limited in Hong Kong seeks a sales-driven professional to expand retail banking partnerships and deliver end-to-end sales support to branch networks of key banking partners.

You will cultivate relationships with stakeholders, assist in formulating strategic sales plans, and support cross-functional initiatives. The ideal candidate has 3+ years in retail banking or local insurance and IIQE qualifications.

Qualifications

• Bachelor's degree in a relevant field.
• 3+ years of experience in retail banking or local insurance.
• IIQE qualifications are required.

Responsibilities

• Expand sales performance across bank channels and provide end-to-end sales support.
• Cultivate and maintain strong partnerships with stakeholders at partner banks to maximize collaboration and business volume.
• Assist in formulating strategic sales plans to hit team targets, supported by market analysis and channel performance evaluation.
• Support ad-hoc strategic projects and cross-functional opportunities as needed.

Skills

Networking

Communication

Client servicing

Resilience

Education

Bachelor's degree

IIQE qualifications

Tools

MS Office

Job description

Expand sales performance across bank channels by delivering end-to-end sales support and operational guidance to branch networks of key banking partners.

Cultivate and maintain strong, long-term partnerships with key stakeholders at all levels of partner banks to maximize collaboration and business volume.

Assist in formulating strategic sales plans to hit team performance targets, supported by competitor tracking, market analysis, and channel performance evaluation.

Support ad-hoc strategic projects, corporate initiatives, and cross‑functional business opportunities as needed.

Candidate Profile & Requirements

Bachelor's degree holder with 3 years + of experience in retail banking or local insurance; valid IIQE qualifications are required.

Strong network/resources with a natural flair for communicating, engaging, and servicing local bank clients effectively.

Highly self‑motivated, result‑driven, and structured with exceptional problem‑solving abilities and high resilience under pressure.

Native or near‑native fluency in English and Chinese (including Mandarin); proficient in MS Office (Word, Excel, PowerPoint).