Advisor Assistant

Full-time

Technical Skills

  • Financial Planning
  • Marketing
  • Training

Job Description

Advisor Assistant

The Job

  • Respond to enquiries from advisers regarding client’s policies
  • Handle customers’ telephone and email enquiries
  • Coordinate Marketing events/seminar for advisers
  • Assist Head of Financial Planning on complaint cases
  • Adviser’s administration issue, including licensing, training from both internal and external parties
  • Take up other ad-hoc projects

The Person

  • 2 – 3 years of working experience
  • 1-2 years’ experience in brokerage/IFA industry is an advance
  • Familiar with brokerage licensing registration
  • Basic administration and operation knowledge of brokerage/IFA industry
  • Some knowledge of insurance regulatory framework in Hong Kong
Candidates with more experience will be considered as Senior Advisor Assistant

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate. Interested parties please send your full resume with current & expected salary, education and working experience to Human Resources Department (1/F FWD Financial Centre, 308 Des Voeux Road Central, Hong Kong) or email to [email redacted, apply via Jobable] or fax to 28503838.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.

Employment TypeFull-time
Education LevelNon-specified
LanguageEnglish
FWDInsurance and Reinsurance

Quarry Bay, King's Rd, 979, Taikoo Place Devon House

directions_walk4 mins walk from Quarry Bay Station