- Prepare and review usage reports
- Assist in development of business planning
- Involve in ad-hoc projects
1-30 of 42 jobs
- Plan & organize overseas conventions and events
- Review for the rules mechanism of sale incentives
- Participate in workforce projects
Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Provide admin support to the sales support team
- Assist product database creation
- Assist in system set up and monitoring
- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
Senior Officer / Officer, Product Distribution and Proposition (Wealth Management Products)
OnePlatform Wealth Management Limited- Support product setup
- Conduct market research
- Fresh graduates are welcome for Officer
- Assist the development of business plan
- Educate and coach consultancy leaders
- Actively involve in any projects as assigned
Officer, Training (Insurance Agency and Distributor Training - insurance focus)
OnePlatform Wealth Management Limited- Responsible for IIQE, MPF license training
- Update and manage training contents
- Support the learning & development of consultancy
- Handle all customer enquiry, simple complaints
- Conduct UAT and support new system release
- Strong problem solving
- Conduct investigations of complaints
- Update on the compliance policies and guidelines
- Review and prepare compliance communications
- Oversee CS team to ensure quality sales services
- Lead CS enhancement projects
- Monitor customer engagement or satisfaction
Manager, Product Distribution and Proposition (Product Proposition Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
Senior Officer / Officer, Operations (life insurance and MPF operations)
OnePlatform Wealth Management Limited- Provide customer services to the consultancy force
- Process Know Your Client (KYC) compliance checks
- Perform ongoing Customer Risk Assessment (CRA)
Manager, Product Distribution and Proposition (Product Management Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
- Assist the development of business plan
- Preparing and reviewing MIS report
- Support the preparation of company townhall
- Digital Transformation, Platform Business
- Financial Product workstream
- Insurance/ Investment Product Knowledge
- Facilitate communication between users & IT
- Conduct business analysis, workflow analysis
- Act as system-wide champion
- Facilitate communication between business users
- Track large-scale projects
- Create and review project proposals
- Plan & organize overseas conventions and events
- Review for the rules mechanism of sale incentives
- Participate in workforce projects
Senior Officer, Corporate Solutions (General Insurance Products)
OnePlatform Wealth Management Limited- Provide admin support to the sales support team
- Assist product database creation
- Assist in system set up and monitoring
- Overall-in-charge of the onboarding and licensing
- Process IA/SFC registration
- Manage consultant/sales movement
Senior Officer / Officer, Product Distribution and Proposition (Wealth Management Products)
OnePlatform Wealth Management Limited- Support product setup
- Conduct market research
- Fresh graduates are welcome for Officer
- Assist the development of business plan
- Educate and coach consultancy leaders
- Actively involve in any projects as assigned
Officer, Training (Insurance Agency and Distributor Training - insurance focus)
OnePlatform Wealth Management Limited- Responsible for IIQE, MPF license training
- Update and manage training contents
- Support the learning & development of consultancy
- Conduct investigations of complaints
- Update on the compliance policies and guidelines
- Review and prepare compliance communications
- Oversee CS team to ensure quality sales services
- Lead CS enhancement projects
- Monitor customer engagement or satisfaction
Manager, Product Distribution and Proposition (Product Proposition Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
Manager, Product Distribution and Proposition (Product Management Team, Wealth Management Products)
OnePlatform Wealth Management Limited- Implement Product Distribution Strategies
- Perform product providers’ and products evaluation
- Support product discussion
- Assist the development of business plan
- Preparing and reviewing MIS report
- Support the preparation of company townhall
- Facilitate communication between users & IT
- Conduct business analysis, workflow analysis
- Act as system-wide champion
- Facilitate communication between business users
- Track large-scale projects
- Create and review project proposals
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