Kowloon, Hong Kong SAR
Insurance Expertise: Fully licensed in Hong Kong for General Insurance, Long Term Insurance (Medical, Critical Illness, Savings), Investment-Linked Long Term Insurance, and holds an MPF Intermediary License. Language Fluency: Fluent in English and Cantonese. Education: French Literature Bachelor
Key Responsibilities Client Assessment & Strategy: Conduct in-depth reviews of clients' current financial situations, including income, expenses, taxes, insurance coverage, and risk tolerance. Financial Planning: Design and present customized, comprehensive financial plans covering investment strategies, retirement planning, estate planning, and tax optimization. Portfolio Management: Monitor and manage client investment portfolios, making proactive adjustments based on market conditions, economic trends, and shifts in client objectives. Market Analysis: Conduct continuous research on macroeconomic trends, financial markets, and new investment products to provide up-to-date, informed advice. Risk Management: Evaluate client risk profiles and recommend appropriate asset allocation and insurance solutions to safeguard their assets. Relationship Management: Build and maintain long-term, trust-based relationships with clients through regular check-ins, performance reviews, and proactive communication. Compliance & Ethics: Ensure all financial advice and transactions strictly adhere to local regulatory standards, company policies, and industry best practices.
Listing Management and Supervising Listing Maintenance Customer Service Inventory Maintenance Sales Report
Seller 1 ( Hiking Bags) 1.Listing Management and Supervising Listing Maintenance Write the description and sales bullet point of listing Inventory Maintenance Sales Plan Marketing Research Sales Report Update and Analyze Customer Service 2.Team Member Training & Management Seller 2 (Toner) 3.Listing Management and Supervising Listing Maintenance Write the description and sales bullet point of listings Inventory Maintenance Sales Plan Marketing Research Sales Report Update and Analyze Customer Service 4.Social Media Marketing Research SNS maintenance Promotion material prepare and public 5. V4ink website building: supply support and test
Attend to the organizing of interviews Process employment verifications i.e performing a reference check Assist the Assistant HR Recruitment Manager to prepare appointment letter for Level 7 below (supervisor team member) Coordinate of new hire which include the registration, issuance of team member’s locker, uniform, name tag, Doubletree by Hilton, Jakarta’s Kit/handbook Update team member’s manning list on daily basis Update leave record in the system Administer locker key record Update new hire and resigned team member listing Update all notice boards consistently on team member’s activities, balance score card and etc. Liaise with Security Manager for a random sport check in Female & Male team member’s dressing room Make and Send birthday card to respective team member/s
1. Interpreter. Including the translation of daily dialogue and writing document. 2. Secretary. a) Collect the needed info for Production Manager; b) Assign the order of Production manager to relevant department; c) Report to the Production Manager in time for the colleague’s question or problem; d) Make meeting notes of the meeting which Production Manager involves in; e) Assist the Production Manager to approve daily administration forms that are related to Production Division; f) Normal clerk’ work; g) Update the Production relevant report and send to Production Manager daily; h) Make records of production relevant documents and archive them.
1. Follow up the status of all projects of Design Division; 2. Report to the Bosses the status of projects in time; 3. Assist the designers to communicate with foreign customers; 4. Update and report the status to foreign customers.