Insurance Specialist
Standard Chartered Bank

Insurance Specialist - Standard Chartered Bank


Hong Kong

22 October, 2018



Monthly Salary

HKD 20,000 - 25,000

Career Level

Entry level

Years Experience


Employment Type



Job Responsibilities: • Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; • Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; • Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products, and close deals; • Driving and implementing insurance sales strategy; • Provide and support workshops for the sales team; • Providing daily/weekly/monthly management information report to keep management updated with business performance result. Job Requirements: • Degree holder with at least one year of insurance sales experience with proven track record; • HKSI LE Paper 1,7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5; • Proactive and result oriented with strong selling skills; • Fluent in Cantonese and English, knowledge of Mandarin preferred; • Outgoing personality with good integrity; • Good relationship building and communication skills. • 3 year experience Insurance Agents background

About the Company

Leading the way in International Banking. We support the people and companies driving investment, trade and wealth creation across Asia, Africa and the Middle East. And our heritage and values are expressed in our brand promise - here for good.

Reward Condition
Referrer Reward
HKD 10,000

Recruitment+ Referral

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