IS/Insurance Specialist 理財及保險顧問 | 25+ 個現正招聘職位 | 多家銀行
Hays
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Multiple Banking Opportunities | Insurance Specialist (IS) / 理財及保險顧問
25+ 個現正招聘職位 | 多家銀行同步招聘
近期香港銀行保險及財富管理業務持續擴張，我們現正獲多家銀行委託招聘大量 Insurance Specialist (IS) / 理財及保險顧問 人才，涵蓋零售銀行、優先理財、財富管理及私人財富中心等業務。
無論您目前來自保險公司、保險經紀、理財顧問平台，或是銀行 Relationship Manager (RM)，均歡迎了解市場上的不同發展機會。
現有合作平台包括：
保險業人才轉型銀行
現職於：
Relationship Manager 轉型 IS
如果您現正擔任：
工作職責
✅ 多個銀行平台選擇
✅ 大量現正招聘職位
✅ 銀行客戶基礎及轉介支援
✅ 具競爭力底薪及佣金制度
✅ 完善培訓及專業發展
✅ 清晰晉升階梯
✅ 歡迎保險代理轉投銀行
✅ 歡迎RM轉型Insurance Specialist
Why Explore These Opportunities?
With strong hiring demand across the banking sector, we are currently managing multiple Insurance Specialist mandates at various levels. Candidates who apply through us will have the opportunity to explore different banking platforms, compensation structures, product offerings and career paths through one confidential discussion.
Whether you are an experienced Insurance Specialist, an insurance advisor looking to move into banking, or an RM seeking a specialist role, this is one of the strongest hiring markets we have seen for bancassurance professionals.
Interested candidates are welcome to apply for a confidential career consultation.
All applications will be treated with strict confidentiality.
25+ 個現正招聘職位 | 多家銀行同步招聘
近期香港銀行保險及財富管理業務持續擴張，我們現正獲多家銀行委託招聘大量 Insurance Specialist (IS) / 理財及保險顧問 人才，涵蓋零售銀行、優先理財、財富管理及私人財富中心等業務。
無論您目前來自保險公司、保險經紀、理財顧問平台，或是銀行 Relationship Manager (RM)，均歡迎了解市場上的不同發展機會。
現有合作平台包括：
- 本地大型銀行 (Leading Local Bank)
- 國際銀行 (International Bank)
- 美國銀行 (US Bank with Strong Hong Kong Presence)
- 外資財富管理銀行
- 中資銀行
- 優先理財中心 (Priority Banking)
- 財富管理中心 (Wealth Management Centre)
- 分行銀行網絡 (Branch Network)
- Insurance Specialist (IS)
- Senior Insurance Specialist
- Wealth Management Insurance Advisor
- Bancassurance Manager
- Financial Relationship Manager (Insurance Focus)
- Branch-based Wealth & Insurance Advisor
保險業人才轉型銀行
現職於：
- 保險代理 (Agency)
- 保險公司 (Insurer)
- 保險經紀行 (Brokerage)
- 財務策劃公司 (IFA)
- 財富管理公司
Relationship Manager 轉型 IS
如果您現正擔任：
- Personal Banking RM
- Priority Banking RM
- Wealth RM
- Affluent Banking RM
工作職責
- 為零售及財富管理客戶提供專業保險及財富策劃建議
- 分析客戶需要並提供合適保障及投資相關方案
- 與Relationship Managers及分行團隊緊密合作，發掘業務機會
- 建立及維護長期客戶關係
- 達成業務及銷售目標
- 確保符合監管及合規要求
- 持有IIQE資格者優先考慮
- 具保險銷售、理財顧問、財富管理、銀行保險或客戶經理經驗
- 優秀客戶溝通及銷售能力
- 具良好業務拓展及客戶管理技巧
- 必須能操流利廣東話 (Native Cantonese Required)
- 必須能閱讀及書寫中文 (Chinese Reading & Writing Required)
- 良好英語能力
- 對財富管理及保險策劃工作充滿熱誠
✅ 多個銀行平台選擇
✅ 大量現正招聘職位
✅ 銀行客戶基礎及轉介支援
✅ 具競爭力底薪及佣金制度
✅ 完善培訓及專業發展
✅ 清晰晉升階梯
✅ 歡迎保險代理轉投銀行
✅ 歡迎RM轉型Insurance Specialist
Why Explore These Opportunities?
With strong hiring demand across the banking sector, we are currently managing multiple Insurance Specialist mandates at various levels. Candidates who apply through us will have the opportunity to explore different banking platforms, compensation structures, product offerings and career paths through one confidential discussion.
Whether you are an experienced Insurance Specialist, an insurance advisor looking to move into banking, or an RM seeking a specialist role, this is one of the strongest hiring markets we have seen for bancassurance professionals.
Interested candidates are welcome to apply for a confidential career consultation.
All applications will be treated with strict confidentiality.