Responsibilities

Client and Business Support

Assist in gathering and organizing information related to corporate and individual client insurance needs;
Support the preparation of insurance proposals, product comparisons, and client presentation materials;
Participate in client meetings, proposal discussions, and follow-up activities;
Maintain client records and support CRM/database management;
Assist with policy servicing, renewals, and claims coordination processes.

Market Research and Project Support

Conduct research on insurance products, market developments, and industry trends;
Support projects related to employee benefits, corporate risk management, commercial insurance, and wealth protection solutions;
Collect and analyze market intelligence, competitor information, and insurer updates;
Assist in preparing business proposals, market reports, and client-facing materials.

Operations and Team Support

Prepare presentations, reports, and business documentation;
Support client events, marketing initiatives, and team activities;
Coordinate with internal teams and external stakeholders;
Assist with data management, document organization, and administrative support related to business operations.

Requirements

Full-time Master’s and PhD candidates graduating between January 2026 and Summer 2027;
Degree holder of Finance, Economics, or a related business discipline with a solid professional foundation and strong interest in the financial industry preferred;
Excellent verbal and written communication skills and interpersonal abilities, with the capacity to convey information clearly and accurately and to maintain positive interactions with clients and team members;
Strong learning agility and adaptability, capable of quickly mastering the company’s product knowledge, business processes, and relevant policies and regulations, and adjusting to Hong Kong’s work environment and pace;
Meticulous, responsible, and detail‐oriented work ethic, demonstrating strong teamwork spirit and customer service awareness, and actively collaborating to achieve team objectives;
Proficiency in office software such as Microsoft Word, Excel, and PowerPoint; candidates with data analysis capabilities are preferred;
Strong command of both English and Chinese in listening, speaking, reading, and writing.

China Securities (International) Finance Holding Company Limited

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