The Company

Our client, a trusted leader in the Wealth Management industry, is seeking a proactive and detail-oriented Policy Servicing Officer to join their Team. This is a fantastic opportunity for individuals looking to build their career in business operations, offering valuable exposure to policy administration and servicing within the wealth management sector.

The Role

• Work closely with the Manager to manage a wide range of after-sales servicing requests such as: Policy delivery, change of policy ownership, or beneficiaries' policy surrender and claims.

• Arrange outgoing mails and couriers for business partners on a daily basis.
• Perform regular and accurate data entry tasks to support team operations.
• Assist in the preparation of training materials, manuals, and other operational documentation.
• Provide assistance with tasks assigned by the team head.
• Address outstanding tasks in the CRS system and update relevant records efficiently.

Your Profile

• Diploma holder or above; fresh graduates with relevant work experience are welcome to apply.
• Background in policy administration and general policy servicing preferred; experience in wealth management operations is a plus.
• Strong communication skills for effective collaboration with internal departments and external business partners.
• Positive and driven attitude with the ability to work both independently and as part of a team.
• Excellent command of written and spoken English and Chinese.
• Familiarity with Microsoft Office applications.

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

Reference No. 67010-0013323829

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/hk/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

Founded in 1948, Robert Half International (NYSE symbol: RHI) is the world's leading specialised recruitment firm and the first to provide placement services for accounting, finance and information technology professionals.

We have 345 offices and 12,000 employees worldwide with a presence in Asia Pacific, Europe, the Middle East, North America and South America. Visit our website http://www.roberthalf.com.hk for more job openings.