- Deliver good customer service
- Conduct customer success reports
- Excel in fast-paced environment
1-30 of 70 jobs
- University degree
- Design and Direction of Data Architecture
- Data Quality Management &Data Quality Monitoring
- Lead and support business & workflow analysis
- Relevant experience in trading system / KYC / AML
- Familiar with project management methodology
- Experience in Outsystems Software Engineering
- Maintain best practices in development
- Document preparation and distribution of artifacts
- Handle all compliance matters
- Assist in setting up necessary compliance policies
- Able to work independently
- Office administration support
- Lead one of the team for daily operation work
- Support payment, facility, planning
- Assist for commission operation
- Responsible for Group commission calculation
- Prepare commission related schedules
- 18 Months Graduate Trainee Program
- Desire to work in the financial industry
- On-job training and coaching
Manager, Product Distribution and Proposition (Product Management Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
Senior / Relationship Manager, Private Wealth Management (Corporate Sales Position)
Perform Financial Planning Services Limited- Financial Planning Services to Customers
- Through Wealth Planning to help achieving goals
- IIQE Paper 1, 2 and 3/ HKSI Paper 1, 7 and 8
Manager, Product Distribution and Proposition (Product Proposition Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
- Assist the development of business plan
- Preparing and reviewing MIS report
- Support the preparation of company townhall
- Facilitate communication between business users
- Track large-scale projects
- Create and review project proposals
Senior Officer / Officer, Product Distribution and Proposition (Wealth Management Products)
OnePlatform Wealth Management Limited- Support product setup
- Conduct market research
- Fresh graduates are welcome for Officer
- University degree
- Design and Direction of Data Architecture
- Data Quality Management &Data Quality Monitoring
- Lead and support business & workflow analysis
- Relevant experience in trading system / KYC / AML
- Familiar with project management methodology
- Experience in Outsystems Software Engineering
- Maintain best practices in development
- Document preparation and distribution of artifacts
- Handle all compliance matters
- Assist in setting up necessary compliance policies
- Able to work independently
- Conduct investigations of complaints
- Update on the compliance policies and guidelines
- Review and prepare compliance communications
- Assist for commission operation
- Responsible for Group commission calculation
- Prepare commission related schedules
- Plan & organize overseas conventions and events
- Review for the rules mechanism of sale incentives
- Participate in workforce projects
- Assist the development of business plan
- Educate and coach consultancy leaders
- Actively involve in any projects as assigned
- Handle all customer enquiry, simple complaints
- Conduct UAT and support new system release
- Strong problem solving
- Provide compliance advices to business units
- Manage compliance-initiated projects
- Conduct/supervise sub-ordinate
- Facilitate communication between users & IT
- Conduct business analysis, workflow analysis
- Act as system-wide champion
Officer, Training (Insurance Agency and Distributor Training - insurance focus)
OnePlatform Wealth Management Limited- Responsible for IIQE, MPF license training
- Update and manage training contents
- Support the learning & development of consultancy
- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
- Digital Transformation, Platform Business
- Financial Product workstream
- Insurance/ Investment Product Knowledge
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