Financial Services & Insurance Manager Jobs

Senior Wealth Product Expert Manager - Insurance

International Wealth and Personal Banking is our new global business combining R...

Location

Taiwan , Taipei

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University or above graduated
Proven experience with track record
Influencing and client-oriented communication skills
Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and customers
Ambition of reaching goals for self and ability to deliver these with courage and tenacity
Making considered decisions that protect HSBC and the business
Strong communication, coaching, and presentation skills
Proficient in EXCEL, PowerPoint
須具備人身保險業務員、人身保險業務員銷售外幣收付非投資型保險商品、投資型保險商品業務員、金融市場常識與職業道德、高齡客戶投保權益保障之相關課程 (2小時) 研習證明書

Job Responsibility

Acting as a wealth expert in one or several product categories, such as Insurance/Retirement/Protection etc.
Adding value to clients with more complex needs, e.g. GPB RMs and Premier Elite client
Assisting GPB RMs and/or PRMs in understanding clients better, meeting clients together with GPB RMs and/or PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting GPB RMs and/or PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

Fulltime

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Senior Consultant/Manager - Financial Services

The Financial Services market is a key priority for Sopra Steria. This sector en...

Location

Belgium , Brussels Flanders

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

3 to 6 years of professional experience in Consulting, working with clients in the Financial Services industry
strong understanding of business processes in one or more of the following sectors: large banks, insurance companies, social security organizations, and/or mutuality companies
demonstrated experience in contributing to or leading digital transformation initiatives for clients, combining deep industry knowledge with a strong affinity for digitalization and IT
demonstrated skills in one or more of the following domains: IT Advisory (Target Operating Models), Project Management, Business/Functional Analysis, Agile/Scrum methodologies, Architectural Design, ESG, or Product Management
familiarity with topics such as Open Finance, Instant Payments, AI in Financial Services, ESG, or cloud migration strategies are a plus
recognized certifications such as Prince2, TOGAF/Archimate, Leading SAFe, or Lean Six Sigma are advantageous
strong ability to build and maintain trustworthy client relationships, familiarity with business development approaches, and a strong connection to the Consulting 'motherhouse'
fluency in English and either French or Dutch is required

Job Responsibility

play a pivotal role within the Financial Services Community
contribute to or lead efforts such as crafting proposals, developing service offerings, sharing industry insights, and driving internal projects
take ownership of complex assignments, manage client relationships, develop and apply managerial skills, and support business development activities
responsibilities on specific projects may include project and change management, Agile/Scrum facilitation, business and functional analysis, or architectural design

What we offer

mobility options (including a company car), insurance coverage, meal vouchers, eco-cheques
continuous learning opportunities through the Sopra Steria Academy
opportunity to connect with fellow Sopra Steria colleagues at various team events

Fulltime

Branch Manager

As the Branch Manager, you will report to the Regional Director and be responsib...

Location

United Kingdom , Hampshire

Salary:

55000.00 - 65000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of Certificate in Insurance status within two years of joining
Minimum of 12 months experience in the insurance/broking sector
Strong communicator with the ability to manage internal and external relationships
Strong influencing, negotiating, problem-solving, and analytical skills
Highly organised, target-driven, and motivated
Adaptable, focused, and professional
Confident telephone manner and a team player
Effective at managing expectations
Recognises the importance of self-development
Good knowledge of the Financial Services market and regulatory framework

Job Responsibility

Managing the team of executives on a day-to-day basis, including service level delivery and maintaining adequate resources
Monitoring team renewal, new business, and task progress daily
Ensuring team compliance with FCA requirements
Develop and execute strategic plans to achieve sales targets and expand the customer base within the commercial segment
Build and maintain strong relationships with key stakeholders and decision-makers within commercial accounts
Identify and address client needs, providing tailored solutions and recommendations to drive business growth and customer satisfaction
Collaborate with internal teams to ensure seamless delivery of products and services to commercial clients
Proactively monitor and analyse account performance, identifying areas for improvement and implementing strategies to maximize customer retention and revenue growth
Stay current with industry trends and market conditions, providing insights and recommendations to internal teams and clients
Leading and developing the team to achieve KPI targets

What we offer

Car allowance

Fulltime

Financial Services Lawyer

An international law firm based in Central London is seeking a financial service...

Location

United Kingdom , London

Salary:

90000.00 - 115000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

UK qualification (or equivalent rights to practise in England & Wales)
A strong academic background
A minimum of 3 years’ PQE in financial regulation or banking and finance law
Experience gained at a recognised law firm or within an in-house legal team in financial services
Strong knowledge of FSMA, FCA/PRA regulations, and relevant EU directives (e.g. PSD2)
Commercial awareness and sound legal judgement
Excellent communication skills and the ability to manage client relationships effectively

Job Responsibility

Advising clients on UK and EU regulatory frameworks
Working across a mix of advisory, transactional, and strategic matters
Supporting a wide-ranging client base including banks, asset managers, insurers, and fintech firms
Covering financial services regulation, licensing issues, payments law, ESG regulation, and regulatory aspects of M&A and financing transactions
Contributing to high-profile projects and gain exposure to international workstreams
Supporting business development initiatives and contribute to internal knowledge-sharing and client training sessions

What we offer

Private healthcare
Pension scheme
Generous holiday allowance
Exposure to high-profile, cross-border financial services matters

Fulltime

Branch Manager

We are seeking a skilled Branch Manager on behalf of our client. You will overse...

Location

United Kingdom , Bristol

Salary:

55000.00 - 65000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of 12 months experience in the insurance/broking sector
Certificate in Insurance status within two years of joining
Good knowledge of the Financial Services market and regulatory framework
Broking skills and detailed knowledge of insurance policies
Sales and service process knowledge
Proficiency in account management systems and Microsoft Office

Job Responsibility

Manage the team’s daily operations, including service level delivery and resource management
Monitor team renewal, new business, and task progress on a daily basis
Ensure team compliance with FCA requirements
Develop and execute strategic plans to achieve sales targets and expand the customer base within the commercial segment
Build and maintain strong relationships with key stakeholders and decision-makers within commercial accounts
Identify and address client needs, providing tailored solutions and recommendations to drive business growth and customer satisfaction
Collaborate with internal teams to ensure seamless delivery of products and services to commercial clients
Proactively monitor and analyse account performance, identifying areas for improvement and implementing strategies to maximize customer retention and revenue growth
Stay current with industry trends and market conditions, providing insights and recommendations to internal teams and clients
Lead and develop the team to achieve KPI targets

What we offer

Car allowance

Fulltime

Premier Relationship Manager

The role is a customer facing role managing our highest value customers where pr...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Recognized tertiary Diploma / Degree qualification
Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC)

Job Responsibility

Acquire, cross sell and retain a portfolio of Premier customers
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements
Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs
To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner
To understand and deliver the standards of service quality required maintaining published Service Level Agreements
Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group
Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service
The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal
The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

What we offer

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Fulltime

Assistant Premier Relationship Manager

Assistant Premier Relationship Manager role within HSBC International Wealth and...

Location

China , Guangzhou

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Bachelor's degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN

Job Responsibility

Support the achievement of Country AOP
Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long term needs and advice them on products and services
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community
Monitor and act on daily sales activity management information
Establish and agree client contact strategies in line with Group operating models
Maintain highest standard of excellence in client service across the team
Work with broader branch teams to ensure achievement of business performance measures

Fulltime

Financial Services & Insurance Manager

Randstad

Location:
Japan, Tokyo

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 21, 2025

Expiration:
October 22, 2026

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Location:Japan, Tokyo

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Job Description:

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