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職位空缺

Clerical Assistant

 

Requirements:

  • Diploma or above in Accountancy/Finance or related discipline
  • Minimum 4 years relevant experiences
  • Proficiency in MS Office, especially Excel
  • Willing to work overtime and to meet tight deadline
  • Good command of both written and spoken in English and Chinese
  • Proficient in MS office applications including Word, Excel and Power point
  • To input data, prepare transaction statistics report, order & distribute company search/ credit reports, and provide clerical support to the dept
  • Pass in IIQE Papers

Less experience will be considered as Clerk

We offer opportunities for development in addition to a competitive salary and fringe benefits to the right candidate.  Please send your full resume stating with contact details, current & expected salary email to:  [email protected]

 

Job Responsibilities: 

  • Promote and achieve individual sales target for insurance and investment-linked products and cross-sell retail banking products
  • Follow up deals with customers and attend to customers' enquiries in a responsive and professional manner
  • Work collaboratively with relationship managers for any assigned cross-selling activities
  • Ensure all sales activities are fully comply with operation procedures, auditory and regulatory's guidelines

Job Requirement: 

  • Degree holder with at least one year of insurance sales experience, preferably in investment linked insurance products, with proven track record
  • HKSI LE Paper 1,7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Proactive and result oriented with strong selling skills
  • Fluent in Cantonese and English, knowledge of Mandarin preferred
  • Outgoing personality with good integrity
  • Good relationship building and communication skills
We offer opportunities for development in addition to a competitive salary and fringe benefits to the right candidate.  Please send your full resume stating with contact details, current & expected salary email to:  [email protected]