1-30 of 36 jobs
- Serving high-net-worth segment and client
- Building partnership relationship
- Coaching and mentoring
Senior Officer, Platform Strategy and Development (Business Planning Support) (Welcome fresh grads)
OnePlatform Wealth Management Limited- Assist the development of business plan
- Preparing and reviewing MIS report
- Support the preparation of company townhall
- Plan & organize overseas conventions and events
- Review for the rules mechanism of sale incentives
- Participate in workforce projects
Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Provide admin support to the sales support team
- Assist product database creation
- Assist in system set up and monitoring
- Develop consultancy development initiatives
- Analyze consultancy performance measures
- Educate and coach consultancy leaders
- Support the platform communication function
- Help to develop OnePlatform website
- Support partnership retention and acquisition
- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
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
Assistant Manager / Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Admin support to sales support team
- Monitor system set-up
- Assist in on-boarding process
- Perform bank reconciliation
- Facilitate inter-departments coordination
- Ensure data accuracy & compliance
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
- Conduct investigations of complaints
- Update on the compliance policies and guidelines
- Review and prepare compliance communications
- Oversee CS team to ensure quality sales services
- Lead CS enhancement projects
- Monitor customer engagement or satisfaction
Assistant Manager, Product Distribution and Proposition (MPF - Product Management)
OnePlatform Wealth Management Limited- Support daily operation of MPF Index
- Implementing product strategies of Insurance
- At least 6 years’ product management experience
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
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
- Oversee and lead the operational process
- Minimum 10 years’ experience in financial industry
- Proactive and can-do attitude
Assistant Manager / Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Admin support to sales support team
- Monitor system set-up
- Assist in on-boarding process
- Perform bank reconciliation
- Facilitate inter-departments coordination
- Ensure data accuracy & compliance
Officer / Assistant Officer, Insurance Product Team (6-Month Contract)
OnePlatform Wealth Management Limited- Detail-minded and meticulous
- Conscious to the deadline
- Immediately available is a MUST
- Serving high-net-worth segment and client
- Building partnership relationship
- Coaching and mentoring
Senior Officer, Platform Strategy and Development (Business Planning Support) (Welcome fresh grads)
OnePlatform Wealth Management Limited- Assist the development of business plan
- Preparing and reviewing MIS report
- Support the preparation of company townhall
Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Provide admin support to the sales support team
- Assist product database creation
- Assist in system set up and monitoring
- Support the platform communication function
- Help to develop OnePlatform website
- Support partnership retention and acquisition
- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
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
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
- Conduct investigations of complaints
- Update on the compliance policies and guidelines
- Review and prepare compliance communications
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