VP, Insurance Consultant, Private Banking

The Role VP, Insurance Consultant, Private Banking Key Accountabilities 1. Conduct training for local and banking partners and frontline staff (Business Trip 1-2 times per month if needed) 2. Build relationship with bank account managers or referrers 3. Close insurance deal and provide after sales services 4. Complete regular customer background reviews 5. Organize and update training materials Skills & Experience 1. Bachelor degree 2. Possess an insurance license from the Insurance Authority (I

BOC International - Hong Kong - Full time

Salary: NA

The Role

VP, Insurance Consultant, Private Banking

Key Accountabilities

1. Conduct training for local and banking partners and frontline staff (Business Trip 1-2 times per month if needed)
2. Build relationship with bank account managers or referrers
3. Close insurance deal and provide after sales services
4. Complete regular customer background reviews
5. Organize and update training materials

Skills & Experience

1. Bachelor degree
2. Possess an insurance license from the Insurance Authority (I.A.)
3. 10-15 years of insurance frontline related work experience (Existing TR in a brokerage company is preferred)
4. Good understanding on Hong Kong and Mainland insurance products
5. Native level Mandarin (advantage if with Fluent Chinese and English)
6. Familiar with domestic culture

Other Information

Other Information

  • Please apply in strict confidence with full resume, academic record, current and expected salaries.
  • The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
  • Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.



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