Hiring.Camp

Insurance Specialist

Ocbc

·

Apr 22, 2026

Location
OWHB HK, Hong Kong
Workplace
Onsite
Type
Full-time
Department
Insurance
Source
Workday

Description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you will be doing:

  • Provide on-site sales support for insurance business 

  • Enhance the insurance selling skills of the frontline sales staff 

  • Collaborate with insurance product team to support the on-going insurance sales activity and product launch

  • Support Branch Manager on exploring life insurance business strategy from branch portfolio

  • Provide coaching to branch sales staff in life insurance business

  • Conduct joint call with branch sales staff to facilitate the selling and close deal

  • Host workshop/clinic to uplift sales performance of individual sales staff

  • Enhance the knowhow of salespersons on AML, compliance and regulatory related items

What we are looking for:

  • University degree in Finance, Economics or related disciplines

  • 8-10 years banking experience in retail life insurance business sales/coaching 

  • Pass in HKSI and IIQE Licensing Examinations

  • Preferably with CRWP, CFA or CFP qualifications

  • Strong sales driven, result-oriented with good communication skills

  • Proficiency in both written and spoken English, Chinese and Putonghua

#LI-GT1

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Skills

AMLComplianceCFA

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Insurance Specialist at Ocbc | Hiring.Camp