Universal Life Underwriter

4 days ago


Hong Kong Island, Hong Kong SAR China Job-Hunter Full time
Job Opportunity:
We are looking for an experienced Universal Life Underwriter to join our team at Job-Hunter. As a key member of our operation team, you will be responsible for supporting the underwriting process by gathering relevant information from clients and ensuring accurate data entry into our system.

About Our Company Culture:
Our company culture is built on a foundation of trust, respect, and open communication. We value our employees' contributions and provide opportunities for growth and development.

Your Key Responsibilities:
- Support the underwriting process by gathering relevant information from clients.
- Ensure accurate data entry into our system.
- Collaborate with Relationship Managers of banks and internal parties to obtain necessary documentation.
- Perform business administrative duties such as documents verification and database maintenance.

Your Qualifications:
- 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.


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