Senior Insurance Specialist - Standard Chartered

Standard Chartered Bank (Hong Kong) Ltd; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

Standard Chartered invites applications for an Senior Insurance Specialist to collaborate with branch staff to deliver expert insurance planning and tailored financial solutions for clients in Hong Kong.

The role emphasizes strong relationship-building, compliance with local licensing, and ongoing product knowledge development in a dynamic banking environment.

Qualifications

• Degree qualification preferred.
• Extensive experience in relationship management and business development within the banking sector.
• IIQE papers and HKSI certifications.
• Strong communication, interpersonal, relationship‑building, and analytical skills.
• Proven ability to rapidly acquire new product knowledge.
• Effective time management, prioritization, and multitasking capabilities.
• Comprehensive understanding of financial products with market awareness.

Responsibilities

• Collaborate with branch sales staff to provide expert insurance planning services.
• Analyze customers' personal financial situations to identify needs and recommend life insurance and investment-linked products.
• Deliver excellent service to maintain relationships and promote referrals.
• Coordinate and support sales events, including seminars and corporate functions.
• Optimize business opportunities to meet sales targets.
• Provide training and coaching to sales staff for consistent high-quality service.

Skills

Relationship management

Business development

Communication

Multilingual (English/Mandarin/Canton

Education

Insurance Intermediaries Qualifying Examination (IIQE) papers

HKSI certifications

Degree qualification preferred

Job description

Senior Insurance Specialist - Standard Chartered

Responsibilities

• Collaborate with branch sales staff to provide expert insurance planning services
• Analyze customers' personal financial situations to identify their needs and recommend life insurance and investment-linked products that best address those needs
• Deliver excellent service to maintain customer relationships and promote referral business to expand the client base
• Coordinate and support sales events, including seminars,corporate functions etc.
• Optimize business opportunities to meet individual sales targets
• Provide training and coaching to sales staff to ensure consistent delivery of high-quality customer service

Ideal candidate

• Degree qualification preferred
• Extensive experience in relationship management and business development within the banking sector
• Currently holds relevant Insurance Intermediaries Qualifying Examination (IIQE) papers and Hong Kong Securities and Investment Institute (HKSI) certifications
• Strong communication, interpersonal, relationship‑building, and analytical skills
• Proven ability to rapidly acquire new product knowledge
• Effective time management, prioritization, and multitasking capabilities
• Comprehensive understanding of financial products with a sharp awareness of market trends and benchmarking
• Demonstrated flexibility and adaptability in alignment with the bank's strategic directives
• Proficient in English, Mandarin, and Cantonese (written and spoken)

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market‑leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first‑aiders and all sorts of self‑help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Standard Chartered is an equal opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation. Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage.