Our client, a various bank and leading financial institution in Hong Kong, is now looking for the high calibre candidates.

AVP, General Insurance, Financial Institution (up to 50K+)

Responsibilities:

• Maintain client relationships and identify opportunities for up-selling or cross-selling additional products/services.
• Pursue new market opportunities and contribute to strategic business planning and growth initiatives.
• Deliver expert advisory services and tailored risk management strategies to clients.
• Foster strong partnerships with insurers to negotiate favorable terms and competitive offers.
• Ensure timely issuance and delivery of confirmations, closing documents, invoices, and policies to clients and insurers.
• Uphold quality standards and enhance departmental efficiency through process optimization.
• Collaborate with the Operations team to streamline premium collections and expedite claims resolution.
• Execute renewal processes and documentation with precision and adherence to deadlines.
• Oversee team performance, providing technical guidance, training, and workflow monitoring.
   

Requirements:

• University degree or above
• 7-8 years of insurance experience, ideally within general insurance products.
• Passed in IIQE exam
• ACII, ANZIIF, FLMI , or demonstrable advancement in insurance industry qualifications.
• Excellent interpersonal and communication skills for effective collaboration.
• Fluency in written and spoken English and Chinese; proficiency in Mandarin is highly desirable.

Insurance Specialist / Financial Planning Manager  (28-50K+)

Responsibilities:

• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
• Partner with Relationship Manager team to serve High Net Worth customer
• Create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
• Provide tailor-made advice and reviews to clients on a regular basis and post-sales services to clients
• Explore and develop long-term banking relationships with customers

Requirements:

• University degree or above
• IIQE paper 1, 2, 3
• 2-3 year sales experience in banking, Insurance or IFA industry
• Solid sales track record in developing relationships with customers
• Fluent in Cantonese, English and Putonghua
• Candidate with banking experience will be considered as Senior Position

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