Relationship Manager (Insurance Product) - Corporate Banking

Requirements:

• Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests);

• Minimum 2 years or above experiences in a financial institution; 

• Experience in insurance product sales to clients is a MUST;

• Familiar with insurance policy and financial products;

• Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.

Responsibilities:

• Accompany with RM to sell insurance or financial products;

• Coordinated with interdepartmental personnel to ensure successful implementation of referral business;

• Ensure the referral processes are in compliance with the Bank's policies, procedures, and regulatory guidelines. 

*This position is under Mandatory Reference Checking Scheme. Identified suitable candidates only could commence duty when reference checking conducted.

For more details, please visit https://www.hkma.gov.hk/eng/news-and-media/insight/2025/07/20250724/