Senior Insurance Specialist / Insurance Specialist



Technical Skills

  • Life Insurance
  • Sales
  • Wealth Management

Job Description

Senior Insurance Specialist / Insurance Specialist

Location: Hong Kong


  • Assist the District with implementation of sales strategies in order to achieve the insurance business target
  • Assist the branch sales staff in provision of professional wealth management services, strengthening customer relationship and providing support on insurance business
  • Assist in enhancing insurance business productivity of the District by sharing experience and cooperating with branch sales staff


  • Degree holder or above, with 2-year relevant experience in insurance industry (candidates with more experience would be considered for Senior Insurance Specialist)
  • Qualifications in IIQE
  • Qualifications in CFA / CFP / CFMP / LMI / other financial or life-insurance related international qualifications preferred
  • Sensitive to market trend and sound knowledge in insurance business, with experience in working with sales teams in banking industry an advantage
  • Good command of spoken and written English, Cantonese and Putonghua
  • Strong communication, presentation and interpersonal skills
  • Good PC skills and Chinese input
Employment TypeFull-time
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station