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High-Net-Worth Insurance Application Specialist
2 weeks ago
Job-Hunter is looking for a skilled High-Net-Worth Insurance Application Specialist to join our team. The successful candidate will be responsible for ensuring smooth operation of high-net-worth product applications.
Key Responsibilities
- Provide operation support on the application of universal life and high-net-worth products.
- Support clients through the onboarding process, ensuring all necessary documentation is complete.
- Communicate effectively with Relationship Managers and internal stakeholders to resolve any issues that may arise during the application process.
Requirements
- Degree or Higher Diploma holder.
- Hold IIQE license in Paper 1, 3, preferably with Paper 5.
- At least 2 years of experience in a financial or insurance brokerage firm.
- Strong understanding of Universal Life insurance and high-net-worth products.
- Excellent analytical and problem-solving skills.
- Ability to work independently and collaboratively as part of a team.
- Proficient in MS Office and able to communicate effectively in both English and Mandarin.
Working Conditions
- Full-time employment.
- Based in Wan Chai.
- Competitive salary: HK$24,000-26,000.00 per month.
- Ongoing professional development opportunities.
