Fulbright Wealth Management Limited

Officer - Insurance Operations Department

Fulbright Wealth Management Limited


  • Handle daily insurance operations life and general, including quotation/proposal, checking application documents, communicating with insurance companies, generating valuation, managing policy renewals;
  • Handle enquiry from customers and insurance companies;
  • Handle application of Technical Representatives (TR), including the checking on TR’s qualification, CPD hours, registration history;
  • Perform ad-hoc projects & tasks from time to time.


  • Form 5 or above, tertiary education in Accounting & Finance discipline is preferred;
  • Experience as back-end supporting staff (sales HR/ claims/ policy admin/ customer service etc.)in IFA or insurance broker firm would be an advantage;
  • Passed IIQE Paper 1, 2, 3, 4 and/or 5is preferred;
  • Proficient in English and Chinese;
  • Sound computer skills (especially MS Office);
  • Able to work under pressure, self-motivated and aggressive;
  • Immediate availability is preferred;
  • Candidate with more experience could be considered as Senior Officer.

Salary and fringe benefits for the post will be highly competitive, commensurate with qualifications and experience. Interested candidates please send your resume, last and expected salary to the Human Resources and Administration by clicking Apply Now.

Data collected will be used for recruitment purpose only. For more details, please visit us at www.ffg.com.hk.

More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree