Operation Officer – Life Insurance Case Management

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Job-Hunter Full time
Position

Operation Officer – Life Insurance Case Management

Client

A reputable financial and insurance brokerage company offering professional asset management services to customers with business interests across Asia Pacific.

Job Description
  • Provide operation support on the application of universal life and high-net-worth products.
  • Assist in client onboarding processing to ensure the due-diligence requirements can be met.
  • Follow up the application procedure including KYC and medical check arrangement.
  • Maintain effective communication with Relationship Managers of banks and internal parties.
  • Ensure the application of high-net-worth cases are in compliance with regulatory requirements.
  • Perform business administrative duties such as documents verification and database maintenance.
Requirements
  • Degree / Higher Diploma holder.
  • Holder of IIQE license in Paper 1, 3, preferably with Paper 5.
  • 2 years or above experience in financial or insurance brokerage firm.
  • Good knowledge of Universal Life insurance or other high-net-worth products.
  • Experience in application processing, client onboarding, KYC and bankers liaison.
  • Self-motivated, dynamic, detail-minded with good communication skills.
  • Well-versed in using MS Office including Word, Excel and Chinese WP.
  • Good command of both spoken & written English and Mandarin.
  • Immediate availability is a definite advantage.

Job Type: Permanent

Full/Part-time: Full Time

Location: Wan Chai

Salary: HK$24,000-26,000.00

Benefit: 5-day work / Double Pay / Bonus / Medical / Dental

Contact:

Personal data collected will be used for recruitment purposes only.

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