Business Development Executive (AML checks & EB Sales Support)

Pacific Prime is a global insurance broker established in Hong Kong in 2000. With 17 offices and over 1000 employees around the world, we deliver a wide range of insurance solutions, including group health insurance, employee benefits, property & casualty insurance advice and solutions to individuals, families, and businesses.

As a Sales Support Executive, you will conduct onboarding Anti-Money Laundering (AML) checks, liaise with insurers, coordinate with Wellness and Cebu teams, and support the business development sales team. This role offers excellent progression opportunities within our Business Development (BD) team.

Key Responsibilities:

• Support the BD team by preparing proposals, presentations, and client pitches.
• Conduct AML checks and World-Check screenings for new client onboarding, ensuring compliance with regulatory requirements.
• Utilize Microsoft Excel for tasks such as data organization, copy-pasting, creating rate tables, and applying formulas (e.g., calculating Age from Dates of Birth).
• Assist in preparing reports and maintaining accurate records for BD team.
• Coordinate with the Wellness team to integrate health and wellness initiatives into employee benefits offerings.
• Collaborate with the Cebu team to ensure efficient communication and support for client onboarding and service delivery.
• Ensure all BD activities comply with Hong Kong laws and Insurance Authority policies.
• Stay updated on industry trends, market conditions, and regulatory changes in Hong Kong’s insurance sector.
• Liaise with insurers to address queries.

Requirements:

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• Minimum of 3-5 years’ experience in insurance or employee benefits.
• Strong knowledge of AML compliance, Hong Kong laws, and Insurance Authority regulations.
• Experience with World-Check or similar screening tools for client onboarding.
• Proficiency in Microsoft Excel for tasks such as data organization, copy-pasting, rate table creation, and basic formulas.
• Excellent communication, negotiation, and relationship-building skills, with fluency in English.
• Proven ability to work collaboratively within a sales team and support business development initiatives.

What We Offer:

• Competitive remuneration package
• Company-sponsored social events and team-building activities
• Great career advancement opportunities within a fast-growing global organization
• Collaborative and inclusive work environment
• Access to cutting-edge technology and tools relevant to the role
• Employee discounts on company products or service

By joining us you can expect not only competitive compensation and benefits, but also a supportive work culture that prioritizes your personal and professional growth.

We are committed to fostering an inclusive and supportive working environment that embraces individuals of diverse backgrounds, ensuring everyone feels empowered to reach their full potential, irrespective of age, gender, identity, orientation, disability, race, ethnicity, nationality, religion, or political beliefs.