A global reputable bank is hiring WM Insurance Specialist across China (BJ, SH, Shenzhen, Hangzhou, etc.)

Your new company

Our client is a prestigious international bank which has established banking business in China for many decades and has huge investment on human & financial capitals for Wealth Management business in mainland China recently. Due to their fast expansion, our client has increased several headcounts of Insurance Specialist in BJ, SH, GZ, Shenzhen and Xi’an to better serve the RMs and customers.

Your new role

As an Insurance Specialist, also a sales partner, you are expected to work closely with Wealth Management Relationship Managers to provide professional insurance strategy and plan for your customers, which are referred to the high-net-worth individuals, via joining client meetings, investigating the customers’ needs, providing clients with access to advanced technical product expertise etc.

Meanwhile, you will provide new products training and closing-deal skills to WM RM to achieve team revenue objectives.

Also, you will complete transaction independently for those clients only have insurance needs in the meeting and improve RMs product specific technical knowledge by effective on-job coaching and training.

What you'll need to succeed

  • Minimum 6 years of working experience as an insurance product specialist, or financial advisor.
  • Equipped with established knowledge in insurance products and deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, social-economic dynamics, and regulatory requirement relevant to the products.
  • Excellent interpersonal skills and presentation skills
  • A mature individual able to instil confidence with colleagues and clients alike
  • Fluent written and verbal English

What you'll get in return

  • A competitive benefit package including but not limited to sizeable salary, generous paid-off annual leaves, sick leaves, medical/ dental/life insurance, pension schemes etc.
  • Inclusive company culture
  • Super high-net-worth individual client portfolio

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.


Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Sophia Zhang, the specialist consultant managing this position, located in Beijing
501, Tower 1, China Central Plaza, 81 Jianguo Road, Chaoyang District

Telephone: +8617610339105

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