Insurance Specialist , Bank

PeopleSearch Limited; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

PeopleSearch Limited invites applications for an Insurance Specialist to support retail banking clients in Hong Kong. You will build relationships with high-net-worth clients, conduct portfolio reviews, and provide tailored financial and insurance advice.

You will partner with Branch Relationship Managers to identify client needs, expand business opportunities, and develop wealth-management plans. Fluency in English and Chinese is required; Cantonese and Mandarin are needed for daily client

Qualifications

• At least 4 years' experience in banking or insurance, with a strong track record in financial planning.
• University degree
• IIQE Papers 1, 2, 3 and 5
• Strong client-facing sales, communication, and relationship-management skills
• Proficient in MS Office
• Fluent in written and spoken English and Chinese; Cantonese and Mandarin are required

Responsibilities

• Build and maintain strong relationships with high-net-worth clients and support portfolio growth
• Conduct regular portfolio reviews and provide tailored financial and insurance advice
• Deliver quality post-sales service and address client enquiries or issues promptly
• Partner with Branch Relationship Managers to identify client needs and expand business opportunities
• Collaborate with Branch and District Managers to develop and execute business plans and marketing initiatives for wealth-management clients
• Proactively acquire new clients and deepen relationships with existing customers
• Support branch teams to deliver a seamless client experience and achieve business objectives

Skills

Sales

Communication

Relationship management

Financial planning

Education

University degree

IIQE Papers 1, 2, 3 & 5

Tools

MS Office

Job description

Our client is a well-established bank in Hong Kong seeking an Insurance Specialist to support retail banking clients and identify growth opportunities.

Key Responsibilities

Build and maintain strong relationships with high-net-worth clients and support portfolio growth

Conduct regular portfolio reviews and provide tailored financial and insurance advice

Deliver quality post-sales service and address client enquiries or issues promptly

Partner with Branch Relationship Managers to identify client needs and expand business opportunities

Collaborate with Branch and District Managers to develop and execute business plans and marketing initiatives for wealth-management clients

Proactively acquire new clients and deepen relationships with existing customers

Support branch teams to deliver a seamless client experience and achieve business objectives

Requirements

At least 4 years' experience in banking or insurance, with a strong track record in financial planning

University degree

IIQE Papers 1, 2, 3 and 5

Strong client-facing sales, communication, and relationship-management skills

Proficient in MS Office

Fluent in written and spoken English and Chinese; Cantonese and Mandarin are required