As the leading financial advisory firm in Hong Kong, Convoy upholds its core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in their future.
Due to our business expansion, we are looking for high calibre candidates to share our vision and venture our success
Assist to process IA regislation and maintain proper licensing record according to the pre-defined due diligence procedures and control goverance
Ensure completeness of documentations received (including the verification supporting document on academic qualification) and arrange delivery of applications to IA within the required time frame upon full application received
Assist to handle deregistration promptly within the required time frame upon termination
Assist to handle orphan policies assignment and monitoring
Handle system records update, letter issurance and maintain proper documentation
Record enquires from the consultancy force and follow up with right parties
Prepare consultant onboarding documentation and follow up on communication
University graduate with minimum 1 year of relevant experience in insurance and financial industry, preferably with experiences in Agency Recruitment or Agency Administration or Agency support functions
Able to handle multiple tasks
Good team player, interpersonal and communication skills
Good command of both spoken and written English and Chinese
Proficient in MS Office applications
We offer competitive remuneration including career prospects to the right candidate.