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    VP, Insurance Product Manager, PWM - Hong Kong, 香港 - Unicorn Advisor (HK) Limited

    Unicorn Advisor (HK) Limited
    Unicorn Advisor (HK) Limited Hong Kong, 香港

    发现在: Talent HK A C2 - 1周前

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    全职
    描述

    Key Responsibilities:

    Act as insurance brokerage Responsible Officer and be familiar with insurance brokerage license regulated activities

    Act as insurance product specialist to provide insurance product recommendation and insurance plan solutions according to client need

    Collaborate with business development and sales team to establish prospective client relationships to achieve insurance products sales target and outcome

    Develop and implement insurance business sales plan and insurance business development strategies

    Establish and lead business initiatives such as sales and marketing campaigns, and client events

    Oversee operations of the company's insurance business and maintain business relationship with insurance partners to facilitate and support business development

    Coordinate and prioritize technical infrastructure development roll out, and ongoing operational improvement plans

    Formulate, review, and update the internal control and operational procedures to ensure full regulatory compliance

    Participate in ad-hoc projects and duties as assigned



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