Business Processing Executive/Officer
The St. James’s Place Wealth Management Group
Hong Kong, China

The Business Processing Team plays an important role in enhancing the client and Partner experience in terms of New Business application submission and Policy Services transactions.

The position is a fast-paced role with a daily operational focus to process applications and administration speedily and accurately.

Key Responsibilities of the Job :

  • Focused on processing New Business Applications within our Service Level Agreement (SLA) with good quality and accuracy.
  • Processing of new business applications from end to end including follow ups and updating systems when business has been issued.

  • Proactive daily interaction with internal and 3rd Party Financial Institutions’ on policy servicing applications required
  • Act as a go-to person and provide guidance for Partners on daily processing tasks aiming to achieve smooth and efficient processing
  • Participate in executing ad-hoc tasks including improvements for regulatory requirements, identify process that could be done more efficiently.
  • Take ownership to ensure processed information is accurately tracked in internal system (SalesForce); and documents are uploaded onto SharePoint or related systems.
  • Review and update team documents whenever necessary.
  • Generating weekly reports for the management team
  • Understand, follow, and demonstrates compliance with SJP internal control standard.
  • Take on ad hoc duties and projects assigned by managers.
  • Requirements of the Job :

    People Management Responsibilities :

    Job Knowledge :

  • Good time management
  • Spreadsheet preparation
  • Report and document preparation
  • Experience with Microsoft Office
  • Records management
  • Database creation
  • Good oral and written communication in English
  • Business Expertise :

    To ensure all processing is done, accuracy is imperative within the Compliance guidelines

    Problem Solving :

    Attention to details with proactive mindset

    Nature and Scope of Impact :

    Regular contact with Partners, Partner Support Staff, Third Party Providers, UK Teams, etc. are required

    Interpersonal Skills :

  • Good team player
  • Good Communication Skills
  • Emotional intelligence
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