Assistant Manager, Partnership Support
OnePlatform Wealth Management Limited
- Company Industries：Financial Services
Job Information
- Post Date：2022-07-05
- Location：Wan Chai
- Yr(s) of Exp：5 years
- Qualification：Degree
- Employment Type：Full Time, Permanent
- Job Function：Banking / Finance Financial Services Insurance Others
- Benefits：Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Responsibilities:
- Support consultant/sales onboarding and licensing functions
- Process IA/SFC registration and maintain proper licensing & regulatory training records according to the regulatory requirements
- Ensure the completeness of intermediary registration documentations
- Handle consultant/sales movement such as onboarding, promotion, transfer, and termination
- Responsible for consultant/sales reference check, medical claims, and termination procedure
- Follow up the deregistration of the licenses with the regulators promptly within the required time frame upon termination
- Develop and recommend administrative processes and procedures to assure efficiency
- Provide support on orphan policies assignment
Requirements:
- University graduate with minimum 5 years of relevant experience in insurance and financial industry, preferably with agency administration experience in Agency Recruitment or Agency Administration or Agency support functions
- Meticulous with the ability to work under pressure
- Self-motivated, adaptable to a dynamic environment
- Proficiency in MS office applications including Word, Excel & Power point
- Fluent in both written and spoken English and Chinese (Mandarin & Cantonese)
We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detailed resume with availability, current and expected salaries to Human Resources Department, OnePlatform Wealth Management Limited, Trust Tower, 68 Johnston Road, Wan Chai, Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.
(All applications will be treated in strict confidence and used for recruitment purpose within OnePlatform Wealth Management Limited only. All applicants are kept on file 6 months from the date of the application.)
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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