Private Wealth Insurance Advisor

Hang Seng Bank; Hong Kong; On-site; HKD 350,000 - 500,000; Full time

Job summary

A leading financial institution in Hong Kong is seeking qualified individuals for the role of Prestige Private Insurance Sales. The position focuses on identifying and capturing business opportunities, delivering retirement solutions, and maintaining compliance standards. Candidates should have strong insurance sales experience, proficiency in English and Chinese, and a customer-centric mindset. Professional qualifications like CFA and experience with universal life insurance are advantages.

Qualifications

• University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage.
• Proven insurance sales experience; Exposure in universal life insurance policy would be an advantage.
• Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must).
• Customer‑centric mindset and ability to manage complex interactions effectively.

Responsibilities

• Assist in driving the insurance business by identifying opportunities.
• Deliver total retirement planning solution to prestige customers.
• Maintain the Group’s internal control standards and compliance policies.

Skills

Proven insurance sales experience

Proficiency in both English and Chinese

Customer-centric mindset

Strong situation awareness

Education

University graduate

Professional qualifications such as CFA/CFP/CFMP/QRA/AEPP

Job description

A leading financial institution in Hong Kong is seeking qualified individuals for the role of Prestige Private Insurance Sales. The position focuses on identifying and capturing business opportunities, delivering retirement solutions, and maintaining compliance standards. Candidates should have strong insurance sales experience, proficiency in English and Chinese, and a customer-centric mindset. Professional qualifications like CFA and experience with universal life insurance are advantages.