Insurance Product Expert, Team Leader

Our client is a well-established retail bank.


  • Identifying new business segments to further growth on the insurance business
  • Support the team manager in planning, strategy and execution with the business
  • Train, guide, motivate and enhance the insurance sales team of their knowledge and professionalism
  • Set performance targets/objectives and monitor progress
  • Review and study portfolio case with team to increase business penetration
  • Monitor and review the sales staff performance and provide market insights


  • University degree and preferably with relevant qualifications i.e. CFA, CFP, CFMP
  • At least 8 years in insurance sales and/or bancassurance
  • Track record of managing team
  • Extensive wealth management and insurance product knowledge
  • IIQE, HKSI are a plus
  • Leadership, decision making, and excellent customer centricity mindset
  • Excellent communication skills in Cantonese, Mandarin and English

Job Details

  • $55,000+
  • Hong Kong
  • Permanent


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