• Leading Hong Kong Bank
  • Competitive Package
  • Base Salary + Quarterly Incentive

Responsibilities
  • Provide professional advice on life, medical, savings, and protection insurance solutions.
  • Serve clients introduced through referral channels and existing networks.
  • Conduct financial needs analysis and recommend suitable insurance products.
  • Build long-term relationships and become a trusted advisor to clients.
  • Support clients through the policy application, onboarding, and after-sales process.
  • Identify cross-selling and referral opportunities within the existing client base.
  • Keep up to date with market trends, product knowledge, and regulatory requirements.
  • Ensure all client interactions and recommendations comply with regulatory standards.
Requirements
  • 1+ years of experience in insurance, wealth management, banking, or financial services.
  • Strong passion for client servicing and relationship management.
  • Good understanding of insurance and wealth protection products.
  • Excellent communication and interpersonal skills.
  • Ability to build trust and maintain long-term client relationships.
  • Self-motivated, goal-oriented, and proactive in serving clients.
  • IIQE 1,3

 





Type: Permanent

Category: Financial Services - No Selection Required

Reference ID: 612-091026-KS

Date Posted: 09/10/2026

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