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Officer - Wealth Management

Core Pacific - Yamaichi Int'l (H.K.) Ltd

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-10-28
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Financial Services  Insurance Agent / Broker  

Job Description

Responsibilities:

  • Handle investment and insurance products account opening, trading and new business.
  • Handle customers' enquiries.
  • Administer the issuance, renewal, endorsement and premium settlement of insurance policies.
  • Provide training to support and maintain good relationship with services providers.
  • Ensure all procedures, workflows and documentations are complied with internal guidelines and regulatory requirements.
  • Support ad hoc projects and assignments assigned by supervisors.

 Requirements:

  • Diploma or above, and have passed Insurance Intermediaries Qualifying Examination (IIQE) Paper I, II, III, V.
  • Holder of Licensing Examination for Securities and Futures Intermediaries (HKSI) Paper 1 is a definite advantage.
  • Minimum 1 year of relevant experience in finance or insurance industry is preferred.
  • Good command of spoken and written English and Chinese, including Putonghua.
  • Proficiency in MS Word, Excel and PowerPoint.

We offer 5 days work, good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages in MS Word format to us or click "Apply Now".

 

 

 

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website: http://www.cpy.com.hk/

Personal data collected will be used for recruitment purpose only

Company Info

Core Pacific - Yamaichi Group is an expanding and leading financial services group which served clients in both Hong Kong and the Greater China.  Apart from offering financial services & wealth management services, it also provides asset management services. 

E-mail: [email protected]

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