Executive, Distribution Management
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK
3小时前

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

Responsibilities :

  • 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
  • Requirements :

  • 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.

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