Job/role highlights:

• Full exposure in HNW insurance and investment business 
• Good team dynamics and regular team sharing sessions
• High potential to be a competent Relationship Manager
• A good existing base of clients + good commission scheme

Responsibilities

• Provide primary support to the Sales team in their daily tasks, clients’ document, insurance renewal applications and other correspondences
• Ensure clients’ documents are well prepared before submission and coordinate with internal teams in a good manner
• Assist in reviewing clients' portfolios and providing suitable investment/insurance services
• Involve in clients' meeting and ensure a smooth business process
• Assist in other tasks as assigned by the team, including liaising with Immigration Dept. or other authorities 

Requirements

• Degree holder with minimum 1 year of relevant experience gained from insurance brokers or wealth management firms
• Holder of Insurance Authority license is preferable (IIQE Paper 1, 3 & 5)
• Holder of SFC Type 1 license is a plus
• Good knowledge in insurance business and products
• Good communications skills in Chinese, especially Mandarin
• Proactive, good servicing mindset, helpful and able to work independently
• Candidates from 'Top Talent Pass Scheme' are welcome to apply
• Candidates with more experiences will be considered as Relationship Manager
• Immediate available/with short notice is highly preferred

Good remuneration package will be provided to the right candidate. Please send a full resume with contact number (HK) and salary expectation by clicking 'Apply Now'.

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