Job ref no.: CT3115808-01#0074
Guotai Junan International Holdings Limited

Insurance Product & Loan Manager, Financial Service

Guotai Junan International Holdings Limited

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Responsibilities :

  • Serve as a control function to protect the company collateral by reviewing, verifying and processing Premium Finance (PF) agreements for funding, consistent with corporate policy and procedure;
  • Recommending insurance product strategies / business promotion to expand the sales volume of insurance business;
  • Process and book new and endorsed PF agreements within individual approval limit and according to company guidelines;
  • Resolve other processing requirements or contract discrepancies by contacting the agent or Marketing;
  • Monitor and ensure timely and thorough completion of open loan processing items.
  • Monitor and manage draft check payments;
  • Post customer payments and reconcile payments received;
  • Prepare paperwork on shortages or overpayments;
  • Communicate with management and client facing sales representatives to provide updates on loan funding information or potential situations which may delay loan funding;
  • Prepare product comparison and training to sales team;
  • Formulate product strategies and business plans for meeting business targets; and
  • Utilize market intelligence and research to enhance the competitiveness of Company’s sales team. 


  • Bachelor s degree or equivalent education and related training;
  • Strong insurance product knowledge with at least 5 years of experiences in Insurance or Financial Services;
  • Sound knowledge of financial products;
  • Good command of computer skills including MS Word, Excel & Chinese typing;
  • Good team player, strong interpersonal, presentation, communication & PC skills; and
  • Good command of written & spoken English and Chinese, proficiency in Putonghua is a must. 

We offer an attractive remuneration package to the right candidate. Interested parties please forward your full resume with availability, expected salary to [via CTgoodjobs Apply Now ] or send it to 27/F., Low Block, Grand Millennium Plaza, 181 Queen’s Road, Central, Hong Kong.

(Data collected will be kept strictly confidential and used for recruitment purpose only.) 

More job information
Job ref no. CT3115808-01#0074
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree