• Assist Department Head on achieving the KPIs and meet business changes agreed with top management
• Assist Department Head to manage all operations related matters within internal and external parties
• Provide supervision to a team to ensure a smooth operation within the department and deliver high quality of customer services to both internal and external parties
• Manage and support Financial advisers including new application, policy servicing, payment related questions and other enquiries
• Respond to financial advisers’ enquiries and provide professional and accurate response in accordance with agreed service standard
• Respond in preparation of monthly operations reports for management purposes
• Responsible for customer inquiry including compliant management.
• Handle ad-hoc projects and being the liaison to cooperate with different internal departments as well as external parties for business support purposes.

• Degree holder in finance or Business Administration or other related disciplines
• Minimum 5 years working experience which at least 3 years at managerial level supervising
• Relevant IFA working experience is a definite plus
• Strong analytical, problem solving, decision making skills
• Good interpersonal and communication skills
• Ability to work under pressure and with people at all levels
• Good command of spoken and written English & Chinese. Fluent in Putonghua is an advantage
• Candidate with less experience will be considered as Assistant Manager

• Attractive remuneration package
• Medical and Dental benefits and Birthday Leave
• Excellent career prospects

• Lead and support team members to provide professional business support
• Manage and supervise sales and administrative support tasks provided to advisers
• Manage and supervise team members to support documents preparation and generate proposals
• Lead team members to maintain good business relationship with frontline advisers

• 4 years or above working experience in the insurance industry is required
• Good communication and interpersonal skills
• Strong team player with positive attitude
• Good spoken and written English & Chinese. Fluent in Mandarin
• Candidate with less experience will be considered as Assistant Manager
• Holder of IIQE paper 1, 3 and 5 is preferred
• Hong Kong Diploma of Secondary Education Examination (Level 2 or above in 5 subjects, including Chinese or English, and Mathematics) or Hong Kong Certificate of Education Examination (Grade E or above in 5 subjects, including Chinese or English* and Mathematics)

• Attractive remuneration package
• Medical and Dental benefits and Birthday Leave
• Excellent career prospects

• Process and approve cases for new business of Wealth Management division
• Manage and act as one of the focal point persons to support Financial advisers including new application, policy servicing, payment related questions and other enquiries
• Respond to financial advisers’ enquiries and provide professional and accurate response in accordance with agreed service standard
• Liaise with financial advisers on pending cases and service requests
• Assist in preparation of monthly operations reports for management purposes
• Being the liaison to cooperate with different internal departments as well as external parties for business support purposes.
• Assist in any ad-hoc tasks or duties as requested

• Degree or diploma in Business Administration or other related disciplines
• 2 years + working experience in the business support and administration area
• Relevant IFA working experience is a definite plus
• Good command of spoken and written English & Chinese. Fluent in Putonghua is a must.
• Be good communication, customer focused and interpersonal skills
• Ability to work under pressure and with people at all levels
• Candidate with less experience will be considered as Officer

• Attractive remuneration package
• Medical and Dental benefits and Birthday Leave
• Excellent career prospects

• Cooperate with team members to provide professional business support
• Provide sales and administrative support to advisers
• Support documents preparation and generate proposals
• Liaise with various departments and customers to ensure timely and quality responses to enquiries
• Maintain good business relationship with frontline advisers
• Ability to build rapport with others
• Assist in any ad-hoc tasks or duties as required

• 2 years or above working experience is required
• Good communication and interpersonal skills
• Strong team player with positive attitude
• Good spoken and written English & Chinese. Fluent in Mandarin
• Candidate with less experience will be considered as Officer
• Holder of IIQE paper 1, 3 and 5 is preferred
• Hong Kong Diploma of Secondary Education Examination (Level 2 or above in 5 subjects, including Chinese or English, and Mathematics) or Hong Kong Certificate of Education Examination (Grade E or above in 5 subjects, including Chinese or English* and Mathematics)

• Attractive remuneration package
• Medical and Dental benefits and Birthday Leave
• Excellent career prospects

• Team development & management.
• Train and coach team members to ensure professional services standard and targeted business result are achieved.
• Handle and resolve enquiries from team members and clients.
• Design and implement effective marketing plan.

• College or University degree holder, with minimum 3 years of sales & marketing experience in financial services and related industry at supervisory level.
• Excellent communication and interpersonal skills.
• Dynamic strength on self-motivation and confidence.
• Career-minded, disciplined, with strong leadership and excellent problem-solving ability.
• Qualifications of IIQAS are required; CFP/CFA qualifications will be an advantage.
• Good level of competence in English, Cantonese and Mandarin are preferable.

• Professional management development programs.
• Attractive remuneration package.
• Excellent career prospects and support on further business development.
• Overseas Convention.

• Help clients achieve their various financial goals and objectives by providing financial planning services and introducing appropriate financial products to them.

• Minimum Academic Requirements: HKDSE (Level 2 or above in 5 subjects, including Chinese/English and Mathematics) or HKCEE (Grade E or above in 5 subjects, including Chinese/English and Mathematics).
• With minimum 1 year of sales & marketing experience in financial services or related industry.
• Good communication and interpersonal skills.
• Self confident, initiative and able to work independently.
• Hard working, out-going, self-motivated and career-minded.
• Qualifications of IIQAS are required; CFP/CFA qualifications will be an advantage.
• Good level of competence in English, Cantonese and Mandarin are preferable.

• Comprehensive professional training programs.
• Attractive remuneration package.
• Excellent career prospects and support on further development.
• Overseas Convention.

We provide effective on the job training program to help adviser trainee develop markets and broaden client base with an aim to provide professional financial planning services and introduce appropriate financial products to clients.

• Minimum Academic Requirements: HKDSE (Level 2 or above in 5 subjects, including Chinese/English and Mathematics) or HKCEE (Grade E or above in 5 subjects, including Chinese/English and Mathematics).
• Good communication and interpersonal skills.
• Self confident, initiative and able to work independently.
• Hard working, out-going, self-motivated and career-minded.
• Good level of competence in English, Cantonese and Mandarin are preferable.

• Comprehensive professional training programs.
• Attractive remuneration package.
• Excellent career prospects and support on further development.
• Overseas Convention.