As a rapidly growing financial institution and the leading Independent Financial Advisory conglomerate in Hong Kong, our company strives to provide the best in class, multifaceted financial services for our customers.

We are looking for high caliber candidates to share our vision and venture our success.

Responsibilities:

• Document processing for all sales channels (mainly from insurance business).
• Track and monitor new business follow-up and policy servicing for sale teams.
• Assist in admin works
• Handle general correspondence, emails, memos, letters, presentations and reports.
• High efficiency and reaction.

Requirements:

• University graduate with at least 1-2 years experience in relationship management or insurance.
• Active and quick to learn.
• Strong interpersonal, influencing and presentation skills.
• Proficiency in spoken and written in English and Cantonese. Mandarin is highly preferred.
• Immediate available is highly preferred.