Operations Specialist
Gravitas Recruitment Group
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Key Responsibilities:
Preferred Skills:
Job Requirements:
- Case setup and New Business processing: reading emails and Broker memos for understanding and action; data input into various systems; indexing documents and preparing cases for underwriting review; reviewing new business requirements to determine if they are in good order
- Client Due Diligence: perform name screening and discounting in accordance with the company’s AML/CFT guidelines and procedures; escalate and work with line 1.5 Operational Compliance and line 2 Compliance
Preferred Skills:
- Mandarin fluency is required
- Meticulous and detail-oriented
- Accurate data input
- Time management and ability to shift priorities on demand
- Communicate with various internal stakeholders, Brokers and individuals with different cultures
- Multi-tasking
Job Requirements:
- Experience: 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market.
- Education: Bachelor’s degree or equivalent industry designations (LOMA, etc.)
- Languages: Mandarin fluency is strongly desired along with English