• Identify and assess business needs and align operational strategies with the organization’s goals and vision.
• Support the sales and marketing teams in promoting Hong Kong mass market and High-Net-Worth insurance products and services through innovative and resourceful approaches.
• Review and recommend enhancements to existing policies and procedures to improve efficiency and compliance.
• Conduct thorough research and data analysis to evaluate operating models and streamline business processes, enhancing service delivery.
• Address major issues and escalations that could potentially result in losses or regulatory breaches.
• Collaborate with the business teams to understand business needs, and goals enabling comprehensive operations servicing.
• Formulate strategic and operational objectives.
• Coordinate training sessions, meetings, and other key activities as required.
• Work closely with Relationship Managers and other team members to ensure timely client communication and support.

Who we’re looking for:

• A Diploma, Degree, or Professional qualification, preferably in financial planning, finance, economic, business management or related disciplines
• 1-2 years of working experience in a similar field; however, fresh graduates are welcome to apply.
• Professional insurance qualifications are preferred, along with sound knowledge of insurance principles and practices.
• Proficiency in computer skills, specifically Microsoft Excel, Word, and PowerPoint.
• Strong written and verbal communication skills, with the ability to present findings, recommendations, and updates clearly to stakeholders.
• Ability to communicate effectively across different levels within the organization.
• Proficiency in English is required; fluency in Mandarin and Cantonese will be an added advantage.