Senior Officer, Operations (life insurance and MPF operations)
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK

Support for handling business from consultancy, platform business and other distributors

Responsibilities :

  • Perform daily administration duties including screening new business application and other service request
  • Process transaction and handle enquiries including new business pending and post sales follow-up from consultant, platform business and other distributors
  • Responsible for providing policy documentation support for all lines of businesses, including data entry, administrative duties and ad-hoc support to the team
  • Update Operational Procedure Manual for related processes.
  • Assist in preparation of monthly operations reports for management purposes
  • Assist in ad-hoc projects as assigned
  • Requirements :

  • Bachelor’s degree in Business or related field, or with equivalent experience. Insurance / MPF knowledge is an advantage
  • Minimum 4 years’ of relevant experience in financial institutions
  • Relevant IFA / insurance / Bank company working experience is a definite plus
  • Proactive with positive working attitude.
  • Great attention to detail and accuracy of data input
  • Self-motivated, independent and a committed team player.
  • Fast learner and be able to cope with rapid changes and work under pressure
  • Proficiency in PC skills and MS office applications.
  • Good communication skills in both written and spoken Chinese (Cantonese & Mandarin) and English
  • We offer competitive remuneration including career prospects to the right candidate.


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