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Senior Business Management Support Officer - Wealth ManagementCore Pacific - Yamaichi Int'l (H.K.) Ltd
Senior Business Management Support Officer - Wealth ManagementCore Pacific - Yamaichi Int'l (H.K.) Ltd
Job Highlights
  • Administer insurance policies issuance & renewal
  • Prepare sales transaction & performance report
  • Handle customers' enquiries
Job Description

Responsibilities:

  • Handle investment / insurance products account opening documentation
  • Administer the issuance, renewal, endorsement and premium settlement of insurance policies
  • Handle internal / external customers’ enquiries
  • Prepare sales transaction and performance report for management review
  • Ensure all procedure, workflow and documentation are complied with internal guidelines and regulatory requirements.
  • Support ad hoc projects and assignments provided by supervisors

 Requirements:

  • Diploma or above
  • Passed Insurance Intermediaries Qualifying Examination (IIQE) paper 1, II, III, V is an advantage
  • Minimum 2 years of relevant experience in financial or insurance industry is preferred
  • Good command of spoken and written English and Chinese, including Putonghua
  • Strong numerical sense and analytical skills
  • High level of accuracy and attention to details
  • Proficiency in MS Word, PowerPoint, excellent in Excel is critical
  • Knowledge of MS Access is an advantage
  • Candidates who have less experience will be considered as Assistant Officer / Officer

We offer 5 days work, good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages to us by clicking "Apply Now".

 

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website:
http://www.cpy.com.hk/

Personal data collected will be used for recruitment purpose only

Additional Information
Career Level
Middle
Qualification
Non-Degree Tertiary
Years of Experience
2 years
Employment Type
Full Time, Permanent
Benefits
Dental insurance, Five-day work week, Life insurance, Medical insurance
Company details

Core Pacific - Yamaichi Group is an expanding and leading financial services group which served clients in both Hong Kong and the Greater China.  Apart from offering financial services & wealth management services, it also provides asset management services.