Senior Manager, Partnership Support
OnePlatform Wealth Management Limited- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
1-16 of 16 jobs
OnePlatform Wealth Management Limited
Manager, Platform Strategy and Development (Business Performance Analyst)
OnePlatform Wealth Management Limited- Oversee the business platform MIS function
- Support development of platform business
- Provide market and business trend analysis
Senior Officer/ Officer, FinBiz Development (Business Analysis and Project Management role)
OnePlatform Wealth Management Limited- Coordinate among different project workstreams
- Assist in creating test cases
- Ensure the development progress meet with defined
Officer, Operations (life Insurance and MPF operations)
OnePlatform Wealth Management Limited- Provide customer services to the consultancy force
- Process Know Your Client (KYC) compliance checks
- Perform ongoing Customer Risk Assessment (CRA)
Senior /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
Assistant Manager, Product Distribution and Proposition (Insurance and MPF – Product Management)
OnePlatform Wealth Management Limited- Support providers’ management
- Perform product due diligence
- Conduct research to ensure product competitiveness
Senior Manager/Manager, Product Distribution and Proposition (Insurance and MPF – Product Marketing)
OnePlatform Wealth Management Limited- Identify and implement strategies
- Conduct product briefing, workshop or coaching
- Conduct market research on products
Head of Business Development, General Insurance Brokerage
OnePlatform Wealth Management Limited- Min. 8 years’ of relevant experience
- Manage the general insurance business portfolio
- With qualifications in IIQE
Manager, Operational Process and Risk Control
OnePlatform Wealth Management Limited- Minimum 5 years’ experience
- Monitor and mitigate the operational risks
- Less experience can be considered as Asst. Manager
Manager, Product Distribution and Proposition (Insurance and MPF – Product Management)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
Senior Officer, Operations (life insurance and MPF operations)
OnePlatform Wealth Management Limited- Provide customer services to the consultancy force
- Process Know Your Client (KYC) compliance checks
- Perform ongoing Customer Risk Assessment (CRA)
Officer, Operations (General Insurance Admin Team)
OnePlatform Wealth Management Limited- General Insurance Operations
- Counter and customer services to consultancy force
- Process Know Your Client (KYC) compliance checks
Assistant Manager, General Insurance Brokerage
OnePlatform Wealth Management Limited- Provide service to sales force
- Provide professional advice
- Handle and follow up on quotation
Senior Manager, Platform Marketing and Communications
OnePlatform Wealth Management Limited- Oversee the platform communication function
- Optimize OnePlatform website
- Support partnership retention
Summer Intern, Service and Operations
OnePlatform Wealth Management Limited- Support in business processing and procedures
- Support in preparing presentation and manual
- Assist in operational training
Summer Intern, Product Distribution and Proposition
OnePlatform Wealth Management Limited- Support in implementing product strategies
- Support in preparing sales collateral
- Participate in system development project