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Business Operations & Servicing Officer

King Privilege Wealth Management Limited

  • Company Industries:Insurance / Pension Funding

Job Information

  • Post Date:2019-05-16
  • Career Level:Entry Level
  • Location:Wan Chai
  • Yr(s) of Exp:3 years
  • Qualification:Non-Degree Tertiary
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Wealth Management
  • Benefits:Dental insurance, Medical insurance, Performance bonus

Job Description

Responsibilities:

  • Manage counter services and new business processing
  • Handle internal and external enquiries and service requests
  • Provide quality support to Advisor Team in terms of the team development and related activities
  • Carry out any ad hoc projects as assigned

Requirements:

  • Diploma or above with at least 3 years working experience
  • Experience in Insurance/Brokerage Firm is highly preferred
  • Good command of spoken and written English, Mandarin and Cantonese
  • Team player, well organized, willing to learn attitude and attentive to details
  • Proficient in MS Office

 

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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