Senior RO – Long-Term Insurance Brokerage (HK)

Cornerstone Financial Services Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Cornerstone Financial Services Limited, a member of EverCrest Group, is establishing a Hong Kong insurance brokerage focusing on life protection, savings, retirement and legacy planning. We are seeking an experienced insurance professional to join as our proposed Responsible Officer.

Role involves assisting in the company’s licence application and acting as the Responsible Officer, with oversight of regulatory compliance and supervision of intermediaries.

Qualifications

• At least five years of relevant insurance industry experience, including at least two years of substantive management experience.
• Strong practical experience in Hong Kong long-term insurance brokerage and supervision of insurance intermediaries.
• Current or previous RO approval preferred.

Responsibilities

• Assist in applying for a Hong Kong insurance broker company licence and act as the Responsible Officer of the company.
• Provide leadership and supervision over the team, ensuring compliance controls and regulatory requirements are met.
• Coordinate with the IA and Board on licensing history, RO appointments, and control frameworks.

Skills

Insurance experience

Regulatory knowledge

Leadership

Communication skills

English & Chinese

Education

Bachelor's degree

IA insurance qualification

Job description

Cornerstone Financial Services Limited, a member of EverCrest Group, is establishing a Hong Kong insurance brokerage focusing on life protection, savings, retirement and legacy planning. We are seeking an experienced insurance professional to join as our proposed Responsible Officer.

Role involves assisting in the company’s licence application and acting as the Responsible Officer, with oversight of regulatory compliance and supervision of intermediaries.