Job Title: Insurance Product Consultant (Associate / VP)

Department overview:

The team's service scope covers insurance planning and other wealth management related fields, dedicated to providing global and professional insurance products and service solutions to customers.

Duties:

• Responsible for screening, evaluating and introducing global insurance products, and assisting in formulating the company's product strategy;

• Continuously monitor the new product dynamics of major insurance companies, conduct market research and competitive product analysis;

• Create product marketing materials and training slides, lead internal and external product training, and enhance team professional skills;

• Support customer salons, product roadshows, and other market activities, assist product operation and promotion;

• Maintain good communication with insurance companies and partners to promote smooth product cooperation.

Requirements:

• At least 5 years of Hong Kong insurance industry work experience, familiar with the global insurance market and product system;

• Applicants with product analysis, market research or product operations-related experience are preferred;

• Preference will be given to those with mainland background and coming to Hong Kong for development, familiar with mainland customer needs and market environment;

• Have good logical analysis ability, writing ability and cross-departmental collaboration ability;

• Preference will be given to those with insurance, trust or wealth planning related professional qualifications (such as IIQE, STEP, CFP, etc.).

Job Title: Insurance Product Consultant (Associate / VP)

Department Overview:

The team provides a wide range of services including insurance planning and other wealth management solutions, with a focus on delivering global and professional insurance products and services to clients.

Key Responsibilities:

• Lead the selection, evaluation, and onboarding of global insurance products; assist in formulating the company’s product strategy;

• Monitor new product developments from major insurance companies; conduct market research and competitive analysis;

• Develop product marketing materials and training presentations; lead internal and external product training to enhance team capabilities;

• Support client seminars, product roadshows, and other marketing activities; assist in product operations and promotion;

• Maintain strong relationships with insurance partners to facilitate smooth product collaboration and implementation.

Qualifications & Requirements:

• At least 5 years of experience in the Hong Kong insurance industry, with a solid understanding of the global insurance market and product landscape;

• Experience in product analysis, market research, or product operations is preferred;

• Candidates with a mainland Chinese background and experience working in Hong Kong are preferred, especially those familiar with the needs of mainland clients and the market environment;

• Strong analytical skills, written communication skills, and cross-departmental collaboration abilities;

• Professional qualifications such as IIQE, STEP, CFP, or equivalent are highly preferred.