Ping An Insurance

Relationship Manager - Insurance

Ping An Insurance

Hong Kong, Hong Kong SARPosted Jul 29, 2026

Job description

Responsibilities

Perform insurance sales activities including but not limited to knowing your clients, product matching and selling, after sales services, renewal and claims follow-up for new business and retain existing insurance clients for the bank as well; Work with Banking RMs to explore and develop business opportunities of bank clients for achieving bank assigned KPIs; Process the full insurance applications and ensure a smooth client digital journey; Handle client enquiries and deliver customer services by meeting with the predetermined service standards; and Follow policies and procedures to maintain compliance in rules and regulations of all activities in bank Qualifications & Requirements: Preferably a Degree Holder in Business or related disciplines; Minimum 5 years relevant experience in insurance sales to corporate/individual customers; Possess relevant qualifications for insurance licence registration; Possess strong drive to success and ability to adapt to a fast-paced work environment; With positive working attitude, energetic, self-motivated and result-oriented; Demonstrate excellent interpersonal and communication skills; and Fluency in Putonghua is a plus Personal information collected is strictly for recruitment purpose only.