Product Manager (Insurance Specialist) - Private Banking

E. SUN Commercial Bank, Hong Kong Branch (Incorporated in Taiwan, with limited liability). Named after the highest mountain in Taiwan, E.SUN endeavors to become Taiwan's best-performing and most respected bank. Just as Mount Jade is the most beautiful peak in Taiwan, E.SUN aims to be the most beloved bank by customers.

E.SUN Bank was established in 1992, and it is wholly owned by E.SUN Financial Holding Company. The bank’s primary operations include commercial and corporate banking, foreign exchange, investment, treasury, wealth management, and agency.

We invite high-caliber professionals to join us.

Job Description

E.Sun Private Banking Hong Kong is seeking a high-calibre professional to join the Product & Investment (P&I) team as an Insurance Specialist. The role is responsible for developing and managing the bank’s insurance platform across a hybrid agency and broker model, while ensuring strong product governance, suitability standards, and regulatory alignment with IA/HKMA requirements

Job Responsibilities

Channel Strategy & Segmentation

Implement channel strategy (agency vs broker) to drive insurance growth

Develop client segmentation, suitable insurance solutions based on client needs

Product Governance & Lifecycle Management

Conduct product due diligence (assessment of risks, costs, features, suitability)

Maintain and manage the approved product universe across both channels

Manage end‑to‑end lifecycle for agency insurance products (approval to sunset)

Partner with Compliance, Risk, Legal, Operations for governance and execution

Training & Advisory Support

Deliver training on products, market trends, and regulatory requirements

Equip frontline with tools and materials for effective client communication

Provide advisory support to RMs on complex client cases.

Partner & Stakeholder Management

Manage relationships with insurers and brokers

Monitor partner performance (underwriting, competitiveness, service quality).

Act as key liaison between front office, control functions, and external partners

Market Intelligence & Performance Monitoring

Track market trends, competitor offerings, and emerging risks

Analyse business performance and channel mix to drive improvements

Provide timely market insights to support advisory and sales

Requirements

Bachelor’s degree in Actuarial Science, Finance, Economics, or a related discipline, with 7+ years of insurance/product management experience in private bank, insurer or broker

Professional qualifications (e.g. CFP, FLMI) are strongly preferred

IIQE qualified (or exempt) and eligible for HK insurance licensing

Strong exposure to HNW/UHNW insurance solutions and cross-border solutions

Solid knowledge of life, ILAS, protection, annuities, underwriting, and premium financing

Familiar with product governance, due diligence, and suitability frameworks

Strong analytical, communication, and stakeholder management skills

Detail-oriented, high integrity, and able to multi-task in a fast-paced environment

We offer an attractive remuneration package including five-day workweek, medical insurance coverage, performance bonus, OT allowance, public holiday, excellent career development opportunities and other benefit packages to the right candidate. For more information, please visit our website at https://www.esunbank.com/hk.

Interested parties please forward your resume with current and expected salary to Human Resources Department by APPLY NOW.

All information received will be kept strictly confidential and only for employment-related purposes.

Full-time