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Operations Assistant Manager / Operation Manager - Wealth Management

Aeneas Management Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-07-04
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Insurance Agent / Broker  

Job Description

         Job Responsibilities:

  • Manage the day-to-day operations to support the insurance broker business
  • Coordinate with IT Department on production problem fix and system enhancement;
  • Ensure operations are in compliance with statutory and regulatory requirements at all times
  • Liaison with product providers for month-end reconciliations 
  • Handle application of Technical Representatives (TR), including the checking on TR’s qualification, CPD hours, registration history;
  • Reviews policies and other documents received for accuracy.
  • Provide accounting support to the department

 

 

Job Requirements:

  • Passed IIQE 1, 3 & 5 would be an advantage
  • Tertiary education in Accounting, Business Admin, Finance or related disciplines
  • Minimum 2 years of operations and accounting experience
  • Minimum 4 years of operations and accounting experience for Operation Manager
  • Familiar in both operation and finance functions
  • Experience as supporting staff in IFA or insurance broker firm would be an advantage;
  • Good project management and communication skills (written and oral English)

 

 We offer attractive salary and fringe benefits. Interested parties, please click the “Apply Now” button together with your detailed resume with present and expected salary. 

Company Info

Aeneas Technology (Hong Kong) Limited - An Affiliates of Aeneas Management Limited

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