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Customer Services Officer Evolut Capital (HK) Limited
Customer Services Officer Evolut Capital (HK) Limited

Job Highlights

  • insurance broker
  • Pass in HKSI and IIQE Licensing Examinations
  • Mandarin, English, and Cantonese

Job Description


  • Good knowledge of various life insurance products, provide client with tailor-make insurance package and one-stop solution
  • Coordinate with different distribution channels
  • Responsible for management of customer insurance policy such as renewal reminder, etc.
  • Handle and follow up customer’s claim procedure with insurance company
  • Establish customer information database, ensure the efficiency and effectiveness of daily operations for the insurance policy administration
  • Familiar with system operation and maintenance of insurance business
  •  Produce monthly/weekly sales report by different dimensions to provide structured analysis
  • Provide quality assured services to our customers and developing excellent customer relationships to optimize business opportunities
  • Perform other ad-hoc duties assigned by supervisor



  • Degree Holder ,with minimum 3 years working experience in insurance industry, prefer in insurance broker industry
  • Candidate from mainland China or Hong Kong people who graduated from the Mainland are preferred.
  • Professional qualification such as ACII, ANZIIF is preferred
  • Pass in HKSI and IIQE Licensing Examinations
  • Customer oriented, enthusiastic & highly motivated
  • Presentable with strong communication and interpersonal skills
  • Good command of spoken in Mandarin, English, and Cantonese  
  • Be initiative, with positive working attitude, responsible, detail minded, self-motivated,
  • Hardworking and dedicated, able to work under pressure and willing to work overtime
  • Proficiency in using Microsoft Word, Excel & Powerpoint & Chinese word processing


Additional Information

Career Level
Entry Level
Years of Experience
2 years
Employment Type
Full Time

Company Overview





Evolut is an overseas integrated financial services platform concentrating on overseas asset management. We have the business model of B2B,and technological enabling ability, dedicated to improving the global asset allocation capacity and resource matching efficiency of the wealth management industry.

We have three sectorsasset management, global services and fintech, and built the business platforms include Evolut Capital, Evolut Technology, Global. Through the power of technology, efficient connection between high-quality overseas assets and professional domestic investment, improve the efficiency of global asset allocation, facilitate the development of wealth management industry, promote the globalization of economy and personal wealth.

Additional Company Information

Benefits & Others
Five-day work week, Life insurance, Medical insurance, Performance bonus