Responsibilities:

• Work closely with financial advisors and international product partners to ensure submission documents service standards are in place.
• Liaised with international providers and investment managers.
• Build and articulate investment/insurance product knowledge to support Financial Advisors.
• Streamline processes and build efficient workflow under the offshore business.
• Liaising with our license regulators.
• Handling external and internal communication/management systems.

Requirements:

• Graduate with a Diploma/Degree/Professional program or qualification; preferable in legal background (Law), finance, economics or financial planning.
• Requires 1-2 years of working experience in related field. However,fresh graduates are encouraged to apply.
• Self-starter with skills to evaluate issues and identify solutions.
• Good communication and interpersonal skill to deal with various stakeholders.
• Strong sense of orientation, multi-tasking and work organized.
• Proficient in English. Able to speak Mandarin will be an added advantage.

Please email resume to info@billmorrisons.com