Mobile Insurance Specialist - Hong Kong Business 財務策劃副總裁 , 财富管理及个人银行业务

原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。

To be successful you will need:
Tertiary or university level education, preferably in finance, business or a related discipline
Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field
Extensive wealth management and insurance product knowledge and sales capabilities
Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
A good level of English in reading and writing, fluent Mandarin is required
Excellent communication, interpersonal and motivational skills
入職條件
持有高等教育或大學學歷，主修金融、商務或相關學科優先考慮
善於洞察客戶需求，具有在人壽保險解決方案領域及服務內地客戶的相關經驗，有在銀行保險領域工作經驗的人士優先考慮
具有豐富的財富管理經驗，具備相關的保險產品的知識和銷售能力
需要保險相關執照，包括香港證券及投資學會試卷 1,7,8 和保險中介人資格考試試卷 1,2,3,5
必須掌握流利的普通話水平，良好的英文讀寫能力
#DISTRIBUTION2026
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (
Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks
).
Opening up a world of opportunity
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Issued by
The Hongkong and Shanghai Banking Corporation Limited.