Insurance Specialist – Retail Sales Department Job in 財務及金融 in 所有澳門特別行政區地區 - Job Description


  • 公司名稱: OCBC Bank (Macau) Limited

  • OCBC Bank (Macau) Limited (formerly known as Banco OCBC Weng Hang, S.A.) (the “Bank”) is a wholly-owned subsidiary of OCBC Bank (Hong Kong) Limited (formerly known as OCBC Wing Hang Bank Limited) (“OCBC Hong Kong”), a company incorporated in Hong Kong. Originally known as Banco Weng Hang, S.A., the Bank was established in 1941 and is currently operating 11 branches in Macau.

    Its parent bank in Hong Kong, Wing Hang Bank, Limited, was renamed as OCBC Wing Hang Bank Limited after becoming a wholly-owned subsidiary of Oversea-Chinese Banking Corporation Limited in Singapore on 15 October 2014. The group of Oversea-Chinese Banking Corporation Limited is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with Aa1 by Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, Oversea-Chinese Banking Corporation Limited is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. Oversea-Chinese Banking Corporation Limited is the longest established Singapore bank with an international presence of more than 480 branches and representative offices in 19 countries and regions. Oversea-Chinese Banking Corporation Limited’s market-leading subsidiaries include Great Eastern Holdings, the oldest and most established life insurance group in Singapore and Malaysia; Lion Global Investors, one of the largest private sector asset management companies in Southeast Asia; and Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

    OCBC Hong Kong, together with its subsidiaries and affiliated companies, offers a comprehensive range of commercial banking products and services and other financial services such as consumer financing, share brokerage and insurance, among others. It has a network of over 60 branches and offices in Hong Kong SAR, Macau SAR and Mainland China.

    The Bank, as part of the OCBC group of companies, offers customers an augmented banking network, global market access and an extensive range of products and services for personal and business financial needs.

Insurance Specialist – Retail Sales Department

  • Devise, plan and implement Insurance sales strategy and initiatives to achieve business target for the Retail Banking
  • Provide training and coaching to frontline staff on insurance product knowledge and selling skills and any updates on regulatory requirements
  • Provide pre-case study and joint-call support to RMs to close sales
  • Perform sales analysis and planning with close monitoring of sales activities and trend
  • Assist in reviewing compliance insurance-related work to ensure regulatory requirements are met


  • Bachelor degree holder in Finance, Economics or related fields
  • 5 - 8 years of experience in Life Insurance business with main focus on Sales Role
  • Relevant Insurance license, with CFP / CFMP designations most preferred
  • Broad understanding of banking services, insurance solutions and all aspects of financial planning strategies and concepts
  • Strong analytical skills and attention to detail
  • Proficient in English and Chinese


As rewards to high achievers, we offer an attractive remuneration package which includes:

• Performance bonus
• Meal allowance
• Sales incentive
• Provident fund scheme
• Medical coverage • Paid annual leave
• Education subsidy
• Low-interest staff mortgage plan
• High-yield payroll account
• Dental insurance


If you would like to head start your career in a fast growing organization, please send your application with position title and your CV to our bank:

By e-mail:
By Mail: Human Resources Department
OCBC Bank (Macau) Limited
241 Avenida de Almeida Ribeiro, Macau

*Personal data collected will be kept confidential and used for recruitment purpose only.

  • 職位要求

  • 基層員工 
  • 所有澳門特別行政區地區, 澳門特別行政區 
  • 學士學位 
  • 銀行及金融服務業 
  • 財務及金融 (財務) 
    銀行及保險 (銀行) 
    財務及金融 (綜合) 
  • 11/09/2023 


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