Officer, Wealth

Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing initiatives and...

Responsibilities Maintain close cooperation with insurance companies and sales teams to ensure smooth processes and effective communication. Select the insurance company and prepare proposal according to clients’ needs. Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy...

Wealth Planning Officer / Management Trainee Join our wealth planning service team, to protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry : With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses, the demand for insurance / retirement planning /...

Senior Operations Officer/ Officer (Wealth Management Settlement) Add expected salary to your profile for insights Perform investment account opening and maintenance services; Execute high-quality back-office processing for investment products (e.g., equity, unit trust, notes and bond…) services; Ensure all transactions are properly authorised before...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

Get AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to start your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...

Job Summary Wealth Solutions Operation Department (herein “WMO”) is at the heart of Wealth Solutions business and bridges various stakeholders to work as one. The department is responsible for setting up the products internally, executing, clearing, settling transactions, and resolving any problems derived from these activities. The department is also...

Insurance Assistant Officer / Officer (Full Time/Part Time) Prestige Wealth Group Limited, a financial services company focused on global wealth management, asset management, insurance, and consultancy services. Responsibilities Support the director in improving existing internal processes to sustain operational efficiency. Establish appropriate internal...

Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...

Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...