Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Sales Illustrations & Wealth Planning Operations Specialist.
Hong Kong Jobs Expertini

Urgent! Sales Illustrations & Wealth Planning Operations Specialist Job Opening In Hong Kong, Hong Kong – Now Hiring Gemini Personnel

Sales Illustrations & Wealth Planning Operations Specialist



Job description

Introduction:

Our client a leading financial advisory firm specializing in international insurance and inter-generational wealth planning solutions, is seeking a meticulous and high-performing Sales Illustrations & Wealth Planning Operations Specialist to join our team is looking for a candidate in Malaysia under the Operations Team

Responsibilities:

You will be a key operational partner to our Wealth Planners, ensuring the timely and accurate generation of crucial financial illustrations required for our high-net-worth (HNW) clients across Asia.

Key Responsibilities

Complex Quoting & Illustration:

Prepare, analyze, and deliver highly complex international life insurance sales illustrations and quotations, with a focus on structures involving jumbo life policies and inter-generational wealth transfer strategies.

Ensure all financial projections are calculated with absolute accuracy and strictly comply with the guidelines of our global top-rated insurance partners and relevant regulatory bodies.

Advisory Support:

Act as a subject matter expert on product mechanics and illustration capabilities, supporting Wealth Planners and Relationship Managers by preparing detailed presentation materials for client meetings.

Collaborate directly with global insurers operations teams to resolve complex illustration queries and negotiate terms.

System Integrity & Process Improvement:

Conduct thorough User Acceptance Testing (UAT) for new illustration software releases, quoting modules, and product system implementations to maintain functional integrity and data reliability.

Develop, maintain, and rigorously update Standard Operating Procedures (SOPs) for the quoting and operations workflow, promoting consistency and maximizing operational efficiency across our regional offices.

Data & Documentation:

Manage and archive client-facing documentation and internal policy records in compliance with audit and regulatory standards.

Requirements:

Qualifications & Experience

Required: Ideally the candidate has a minimum of 2 years of operational experience within the financial services industry, specifically within life insurance brokerage, wealth management, or private banking operations.

Demonstrated proficiency in preparing complex life insurance illustrations (e.g., Universal Life, Whole Life) and an understanding of their use in wealth planning contexts.

Exceptional attention to detail, a methodical approach to financial calculation, and a strong commitment to delivering accurate work under pressure.


Required Skill Profession

Business Operations Specialists



Your Complete Job Search Toolkit

✨ Smart • Intelligent • Private • Secure

Start Using Our Tools

Join thousands of professionals who've advanced their careers with our platform

Rate or Report This Job
If you feel this job is inaccurate or spam kindly report to us using below form.
Please Note: This is NOT a job application form.


    Unlock Your Sales Illustrations Potential: Insight & Career Growth Guide


  • Real-time Sales Illustrations Jobs Trends in Hong Kong, Hong Kong (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Sales Illustrations in Hong Kong, Hong Kong using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 719 jobs in Hong Kong and 464 jobs in Hong Kong. This comprehensive analysis highlights market share and opportunities for professionals in Sales Illustrations roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

  • Are You Looking for Sales Illustrations & Wealth Planning Operations Specialist Job?

    Great news! is currently hiring and seeking a Sales Illustrations & Wealth Planning Operations Specialist to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Gemini Personnel adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
    • 4. Integrity
    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying Hong Kong laws and regulations
  • What Is the Average Salary Range for Sales Illustrations & Wealth Planning Operations Specialist Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Hong Kong. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

  • What Are the Key Qualifications for Sales Illustrations & Wealth Planning Operations Specialist?

    Key qualifications for Sales Illustrations & Wealth Planning Operations Specialist typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

  • How Can I Improve My Chances of Getting Hired for Sales Illustrations & Wealth Planning Operations Specialist?

    To improve your chances of getting hired for Sales Illustrations & Wealth Planning Operations Specialist, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

  • Interview Tips for Sales Illustrations & Wealth Planning Operations Specialist Job Success
    Gemini Personnel interview tips for Sales Illustrations & Wealth Planning Operations Specialist

    Here are some tips to help you prepare for and ace your job interview:

    Before the Interview:
    • Research: Learn about the Gemini Personnel's mission, values, products, and the specific job requirements and get further information about
    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
    • Dress Professionally: Choose attire appropriate for the company culture.
    • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
    • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
    During the Interview:
    • Be Punctual: Arrive on time to demonstrate professionalism and respect.
    • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
    • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
    • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
    • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
    Additional Tips:
    • Be Yourself: Let your personality shine through while maintaining professionalism.
    • Be Honest: Don't exaggerate your skills or experience.
    • Be Positive: Focus on your strengths and accomplishments.
    • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
    • Turn Off Phone: Avoid distractions during the interview.
    Final Thought:

    To prepare for your Sales Illustrations & Wealth Planning Operations Specialist interview at Gemini Personnel, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Gemini Personnel's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

  • How to Set Up Job Alerts for Sales Illustrations & Wealth Planning Operations Specialist Positions

    Setting up job alerts for Sales Illustrations & Wealth Planning Operations Specialist is easy with Hong Kong Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!