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Recruit Ref: L0604211098
Posting Date: 2026-01-23
Hellotoby Technology (HK) Limited
Responsible Officer

崗位職責:

- 具備多年 IFA 團隊組建經驗及通路業務資源,優化分傭機制與銷售激勵

- 全面負責公司的合規管理工作,確保公司運營符合所有監管要求

- 負責公司的日常業務運作,特別是銷售活動、客戶服務和內部運作流程

- 審核並批准保險產品的推廣資料,保證其內容準確且符合合規性標準

- 協助建立保司溝通合作,維持合約的正常運作有效

- 建立和維護公司的內部管控體系,包括風險管理、合規政策和程序

- 與 IA 保持密切溝通,及時回應監管詢問和要求

- 確保公司建立適當的投訴處理機制,妥善處理客戶投訴


職位要求:

- 學歷要求:具有大學本科學位或同等學歷

- 專業資格:持有認可的保險資格,具備至少 5 年的保險業經驗,其中包括至少 2 年的管理經驗

- 牌照要求 : 持有保險牌照(牌照類別1、2、3號),並根據相關規定執行相關工作任務


Summary
Industry:
Information Technology 
Job Category / Function:
Job Position Level:
General 
Employment Term:
Full Time 
Min. Edu. Level Req:
-- 
Minimum QF Level attained:
-- 
Total Working Exp:
-- 
Salary(HKD):
--
Location:
Central & Western District / Sheung Wan
Benefits:
--
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