Job Responsibilities:

• Provide professional financial services (insurance, investment and savings) to individual and corporate clients and after-sales services
• Develop and present financial concept and plans to clients
• Coordinate and follow up on customer service and circulation inquiries
• Assist to prepare quotations & reports for the team
• Follow-up with other departments to gather data for reports on sales activities
• Provide efficient and effective administrative support to the team
• Arrange to sign the insurance documents between client and insurance company
• Provide general support to supervisors and team members on day to day operation
• Perform ad-hoc duties as assigned

 Job Requirements:

• Degree holder in business or finance preferred
• IIQE license holder
• Good analytical and presentation skills
• Entrepreneurial, proactive, target-orientated and service-orientated
• Good command of spoken and written in English and Chinese, proficiency in Mandarin is a must
• Willing to work on Saturday and public holidays