Job ref no.: CT3116513-01#1893

Insurance Specialist /FX Specialist /Mortgage Specialist /

Chasseur Pro Executive Consultant Limited


Insurance Specialist, Bank Position

(Basic Salary ranged from 30K - 60K subjects to experience + commission)

  • Work closely with the branch and Branch Sales to maximize the branch Insurance Business
  • Help to provide Insurance portfolio suggestions to Branch Sales
  • Review clients' insurance portfolio and provide with suitable financial plans to cater their goals
  • Enhance the insurance knowledge and skills of Branch Sales, in order to improve the branch successful rate and approaching skills-
  • Build excellent relationship with the branch & Branch Sales to ensure smooth and seamless coordination


  • Licensed with HKSI Paper 1, 7 & 8 (preferable) and IIQE Paper 1, 3 & 5
  • Solid experience in Banks, IFAs or Insurance Companies
  • Excellent presentation with professional attitude and manner
  • Able to work independently and an excellent Teamplayer
  • Strong interpersonal and analytical skills

FX Specialist

Assist in dealing activities in foreign exchange market to maximize the Bank’s profitability. Understand and interpret current market dynamics, handle enquiries and provide pricing to the front line business unit. Provide market information and analysis to management for formulating strategic purpose. Participate in the development and support of the new systems and products.


  • Degree holder in Finance, Economics or related disciplines;
  • At least 7 years relevant experience;
  • Familiar with treasury systems like Reuters, Bloomberg, Kondor, etc;
  • Good understanding of the global financial market and various financial instruments;
  • Prompt reaction to market / regulatory changes;
  • Analytical and detail-minded with good numerical sense;
  • Strong communication and interpersonal skills;
  • High proficiency on professional computer applications;
  • Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable.

(Candidate with less experience will be considered as Dealer.)

Mortgage Specialist (21K - 30K)


  • Achieve target for mortgage given by the Bank
  • Establish and cultivate relationship with real estate agencies, solicitors and broker firm
  • Provide mortgage service

Skills and experience required:

  • Associate degree or higher diploma or above
  • Good communication and interpersonal skills
  • 1 to 6 years of banking or banking sales experience
  • Knowledge with credit proposal would be an advantage
  • Mortgage selling experience would be preferable

For interested parties, please send your CV by clicking Apply Now


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More job information
Job ref no. CT3116513-01#1893
  • N/A
Job Function
Employment Term
  • Full-time
  • 1 year - 12 years
Career Level
  • Non-management level
  • Asso. Deg or High Dip
  • Degree