Senior Officer, Operations (life insurance and MPF operations)
OnePlatform Wealth Management Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-05-13
- Career Level:Entry Level
- Location:Wan Chai
- Yr(s) of Exp:4 years
- Qualification:Degree
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Customer Service - Su
- Benefits:Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Support for handling business from consultancy, platform business and other distributors
Responsibilities:
- Perform daily administration duties including screening new business application and other service request
- Process transaction and handle enquiries including new business pending and post sales follow-up from consultant, platform business and other distributors
- Responsible for providing policy documentation support for all lines of businesses, including data entry, administrative duties and ad-hoc support to the team
- Update Operational Procedure Manual for related processes.
- Assist in preparation of monthly operations reports for management purposes
- Assist in ad-hoc projects as assigned
- Bachelor’s degree in Business or related field, or with equivalent experience. Insurance / MPF knowledge is an advantage
- Minimum 4 years’ of relevant experience in financial institutions
- Relevant IFA/insurance/Bank company working experience is a definite plus
- Proactive with positive working attitude.
- Great attention to detail and accuracy of data input
- Self-motivated, independent and a committed team player.
- Fast learner and be able to cope with rapid changes and work under pressure
- Proficiency in PC skills and MS office applications.
- Good communication skills in both written and spoken Chinese (Cantonese & Mandarin) and English
Company Info
OnePlatform Wealth Management Limited(Former GET Mdream Wealth Management Ltd) is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority
with the MPF Registration No. IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers.
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