Head / Senior Manager - Insurance

Stirling Andersen
Hong Kong
Aug 30, 2017
Sep 12, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


  • Develop and implement insurance business strategic plans, action plan and initiatives in achieving the Company's business targets
  • Sit in Investment Panel for insurance product assessment and clients' portfolio management
  • Regular research on market trend and statistics, keep abreast of the market development and obtain market intelligence
  • Identify and recommend appropriate insurance products to map with client needs
  • Work with Relationship Managers to perform client-centered portfolio review and design to ascertain the client's capacity for risk.
  • Develop and conduct regular trainings to enhance insurance knowledge of Relationship Managers
  • Work with the compliance team to ensure the sales practice is fully compliant
  • Establish good relationship with business partners and Relationship Managers to gain support for product delivery strategies


  • Degree in Business Administration, Economics, Finance, Statistics Marketing or related disciplines
  • At least 6-8 years' working experience in financial products management
  • Registered CE License under PIBA / CIB with Insurance and Investment professional qualification, such as FLMI; CFP/CFA would be an advantage
  • Qualified for SFC regulated activities type 1, 4 & 9 would be an advantage
  • Strong insurance product knowledge with sound knowledge in risk management on insurance & investment products
  • Creative, self-motivated, analytical and be attentive to details
  • Strong sense of commitment, mature, self-reliant and able work under pressure
  • Proficiency in written and spoken English, Chinese & Putonghua
  • Excellent communication and inter-personal skill
  • Candidate with more experience with be considered as Head of Insurance

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