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Assistant Manager, Insurance Business

Talent Axis Hong Kong
Posted 4 days ago Permanent Negotiable
Posted by
Yannes Lee

Key Responsibilities

  • Execute marketing activities for general insurance and MPF, focusing on acquiring new business and retaining existing business for the Bank
  • Collaborate primarily with the Relationship Managers (RMs) of Business Banking and Private Banking to identify and pursue business opportunities among bank clients, with the aim of achieving assigned sales targets.
  • Encourage and motivate the business units responsible for insurance and MPF to achieve desired business outcomes in the field of general insurance.
  • Ensure exceptional customer satisfaction by meeting predetermined service standards.
  • Foster strong customer relationships and deliver high-quality services to business partners, Relationship Managers, and customers.
  • Adhere fully to the operational guidelines and requirements of the group, as well as the legal and compliance regulations set by regulatory bodies.
  • Provide training, coaching, and development opportunities to junior supporting staff, enabling them to provide the necessary support and services for meeting business and sales targets.
  • Conduct timely annual reviews of high-risk or unsuitable customers.
  • Regularly review relevant Management Information System (MIS) reports to promptly identify any suspicious transactions.


  • Degree holder in Business, Finance or related discipline
  • 2 years of MPF/ GI selling experience
  • Exhibit proficiency in MS Office applications, including Chinese word processing
  • Self-motivated, independent with good communication skills
  • Good command of written and spoken English and Chinese
Job ID  2024_YL_01007
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