Distribution Support Officer
King Privilege Wealth Management Limited
- Company Industries:Insurance / Pension Funding
Job Information
- Post Date:2019-04-08
- Career Level:Entry Level
- Location:Wan Chai
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Insurance Agent / Broker Channel / Distribution Sales Administration
Job Description
Responsibilities
- Process new business application and related service request
- Handle business partners' enquiries, pending cases, provide professional and accurate response with high service level
- Work in the team to oversee and responsible for channel sales distribution initiatives
- Work with different internal departments and external parties for business support purposes
- Support daily operations of Operations Team in distribution support related tasks
- Provide clerical support for record keeping purpose, such as data entry, scanning and filing etc.
- Prepare regular reports for Company’s business analytics needs
- Any ad-hoc duties as assigned
Requirements:
- Diploma in a related discipline or other relevant qualifications
- 3 years’ working experience in Financial Industry (Securities, Brokerage, Insurance) is highly preferred
- Process with IIQE qualifications
- Exposure to product marketing or channel sales distribution an advantage
- Proficient in MS Office especially word, excel and powerpoint
- Excellent communication skills in English, Putonghua and Cantonese (spoken & written)
- Strong sense of responsibility, well organized, self-motivation, good team player and able to work independently under pressure
- Immediate availability is highly preferred
Company Info
By co-operating with various partners,
King Privilege Wealth Management dedicated to bring diversified reliable products and lifetime services for our customers. We dare to innovate by creating unique wealth management solutions, including insurance
products and services, fund management, alternative financial planning and other value-added services. We aim to provide professional, customised solutions and build up a long-term, trustworthy relationship with our customers.
We are currently seeking a high caliber to join us:
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