Insurance Specialist

Location: Tsim Sha Tsui

Join Bank SinoPac’s Wealth Management Product Team to drive insurance governance, strategic broker partnerships, and frontline sales enablement.

Job Responsibilities:

Product Governance & Lifecycle Management

• Manage insurance agency products, including product onboarding, maintenance, and ongoing due diligence
• Maintain the approved product universe and oversee the end-to-end lifecycle of agency insurance products
• Partner with Compliance, Risk, Legal, and Operations to ensure effective product governance and execution

Partner & Stakeholder Management

• Support communication with insurance referral partners and brokers, and maintain strong working relationships
• Monitor partner performance, including product competitiveness and service quality
• Act as a key liaison between the front office, control functions, and external partners

Training & Advisory Support

• Deliver training on insurance products, covering product knowledge, market trends, and regulatory requirements
• Equip frontline staff with effective client communication tools and sales materials to support business development
• Provide advisory support to Relationship Managers on complex client cases

Market Intelligence & Performance Monitoring

• Track market trends, competitor offerings, and emerging risks
• Analyze business performance and channel mix to drive improvements
• Provide timely market insights to support frontline advisory and sales activities

Job Requirements:

• Bachelor’s degree in Insurance, Finance, Economics, or a related discipline, with 3+ years of experience in insurance or product management within a bank, insurer, or brokerage
• IIQE qualified and eligible for Hong Kong insurance licensing
• Solid knowledge of life insurance and protection products
• Familiarity with product governance, due diligence, and suitability frameworks
• Strong analytical, communication, and stakeholder management skills
• Detail-oriented, with high integrity and the ability to multitask in a fast-paced environment