Responsibilities

• Policy Issuance and Administration.

    -Oversee the end-to- end insurance application process for clients, including premium financing arrangements, ensuring policies are placed accurately and efficiently until fully in force.

    -Manage policy servicing activities such as endorsements, renewals, and cancellations in a timely and accurate manner.

    -Ensure proper documentation and maintain precise records of all client transactions in compliance with regulatory and company standards.

• Product and Marketing Support

    -Conduct research and comparative analysis of high-net- worth (HNW) insurance and related wealth planning products, including trust-related solutions.

    -Deliver product training, updates, and promotional materials to internal teams to enhance knowledge and sales effectiveness.

Requirements

• Minimum of 3 years' experience in the insurance brokerage industry.

• Prior exposure to the high-net- worth segment, particularly in trust and wealth management business, is highly desirable.

• Strong command of Mandarin (spoken and written).

• Solid understanding of insurance products, trust structures, and HNW offerings is preferred.

• Holder of a valid Insurance Authority (IA) license; experience with linked business products will be an advantage.

Responsibilities

• Responsible for analyzing financial derivatives to be invested, including but not limited to underlying assets, product structures, and benchmark product returns, proactively adjusting product selection and structure to balance customer needs with the company's market strategy, and timely updating and iterating investment products.

• Provide investment strategies and risk management for ultra-high-net-worth private banking clients, offering comprehensive support to the sales team, and preparing monthly/quarterly investment reports and profit and loss reviews for clients.

• Proficient in using various functions and formulas in Excel; applicants with experience in creating databases and systematic tables will be prioritized.

• Collect and retrieve data, create databases, and compile and organize analysis reports.

Key Abilities:

• Research Ability: In-depth knowledge of capital markets and financial instruments

• Data Analysis: Understanding of financial derivatives and financial modeling, with proficiency in Excel and Python preferred; Strong ability to collect and retrieve data

• Language Proficiency: Ability to communicate effectively in English and edit emails and reports in English.

• Professional Qualities: Strong sense of responsibility, self-motivated, and meticulous in work; Excellent communication skills and ability to work under pressure.

Requirements

• Bachelor's degree or above, preferably in finance, economics, mathematics, or related fields.

• Experience in investment research, financial derivatives analysis, or related areas is preferred (exceptional fresh graduates may be considered).

• Familiarity with PowerPoint and proficiency in Excel, Python, and other analytical tools.

• Candidates with strong skills in using English tools and websites will be prioritized.

Responsibilities

• Handle customer services related to account balance enquiries, transactions and trading of securities, deposits, loan rollovers, foreign exchange, fixed income, fund, structured products, etc;

• Provide investment services to External Asset Management (EAM) clients including pre-trade checking, execution of client’s dealing instructions and preparing post trade documentation;

• Provides administrative and operational support to a trading team;

• Collaborate with various teams, including compliance, trading, and technology.

Requirements

• University graduate in Finance, Business Administration or relevant disciplines.

• Excellent interpersonal & communication skills

Key Abilities:

• Fluent in English, Cantonese and Mandarin

• Mature, self-motivated & well-organized

• Excellent interpersonal & communication skills