Business Support Officer 業務主任

About us-

We are a dynamic and growing company with a diverse business presence across Hong Kong, Mainland China and Southeast Asia. We are committed to delivering exceptional wealth management and comprehensive asset-planning solutions to our high-net-worth clients. As part of our continued pursuit of excellence, we are seeking a proactive, detail-oriented and high-calibre Business Support Officer to join our Bancassurance Operations Team in Hong Kong. This role plays a key part in supporting day-to-day bancassurance operations, preparing high-quality business reports and executive presentations, ensuring regulatory compliance, and facilitating seamless cross-functional collaboration.

Key responsibilities-

• Executive Documentation & Reporting: Draft, review and refine high-quality business reports, business proposals, executive presentations, meeting minutes and official correspondence to a high professional standard
• Bancassurance & Operational Support: Coordinate and follow up on the day-to-day operations of the insurance brokerage and other business units, ensuring smooth execution and compliance with applicable Hong Kong regulatory requirements and industry standards.
• Stakeholder & Client Service: Act as a key liaison among internal teams, high-net-worth clients and business partners, providing professional, responsive and client-focused support
• Project Tracking & Data Analysis: Assist in gathering regional financial-market insights, consolidating business and operational data, and monitoring the progress of cross-departmental projects and special initiatives
• Occasional Business Travel: Undertake occasional short business trips, such as visits to the Greater Bay Area or other cities in Mainland China, as required by business needs. Travel frequency is expected to be low

Requirements-

• Bachelor’s degree or above in Business Administration, Finance, Journalism, Chinese Language, or a related discipline
• 2–3 years or more of relevant experience. Experience in a generalist or administrative support role within a Mainland China commercial bank or financial institution is highly preferred
• Excellent Chinese writing skills, with strong experience in preparing formal business documents, management reports, executive summaries and high-quality PowerPoint presentations
• Good understanding of financial services, insurance brokerage operations or wealth management workflows in Hong Kong and Mainland China
• Excellent interpersonal, communication, coordination and organizational skills
• Meticulous, adaptable and proactive, with strong execution and problem-solving abilities.
• Native or fluent Mandarin, strong Cantonese, and good written English
• Willingness to undertake occasional, low-frequency short business trips

What We Offer-

• Competitive salary, medical benefits and performance bonuses
• Supportive and collaborative work environment
• Opportunities for professional development

How to Apply-

Interested candidates, please send your CV with current and expected salary, to [email protected]

關於我們

我們是一家充滿活力且持續發展的公司，業務遍及香港、中國內地及東南亞，致力為高淨值客戶提供卓越的財富管理及全方位資產規劃解決方案。我們現誠邀一位積極主動、細心嚴謹、具備優秀文字功底及高效執行能力的業務主任加入香港銀保營運部。此職位主要負責支援銀保業務的日常營運、編寫高質素業務匯報及管理層簡報、協助確保業務符合監管要求，並推動跨部門協作順利進行。

主要職責

• **文書及匯報管理：**負責編寫、整理及優化業務報告、商業計劃書、管理層匯報、會議紀要、簡報及正式公文，確保內容專業、準確及清晰
• **銀保業務及營運支援：**協調及跟進保險經紀及其他業務單位的日常營運流程，確保工作順利執行，並符合香港相關的監管要求及行業標準
• **持份者及客戶服務：**作為內部團隊、高淨值客戶及業務合作夥伴之間的重要溝通橋樑，提供專業、迅速及以客戶為本的支援服務
• **數據分析及項目跟進：**協助收集區域金融市場資訊、整理業務及營運數據，並跟進跨部門及特別項目的執行進度
• **偶爾商務出差：**因應業務需要，偶爾前往大灣區或中國內地其他城市進行短途商務出差或參與會議

任職要求

• 持有工商管理、金融、新聞、中文或相關學科的本科或以上學歷
• 具備2至3年或以上相關工作經驗；曾於中國內地商業銀行擔任綜合崗或於金融機構從事業務支援工作者優先考慮
• 具備優秀的中文文字功底及公文編寫能力，熟悉撰寫正式商業文件、管理層匯報、總結報告及製作高質素簡報
• 對香港及中國內地的金融服務、保險經紀業務或財富管理營運流程有良好理解
• 具備優秀的人際交往、溝通、協調及組織能力
• 工作細心嚴謹、靈活應變、積極主動，並具備良好的執行力及解決問題能力
• 普通話達母語或流利水平，良好廣東話，並具備良好的英文書面能力

我們提供

• 具競爭力的薪酬及福利待遇
• 互相支持及協作的工作環境
• 專業發展的機會

申請方法

• 準備好將你的技能與經驗帶到一間不斷成長的公司嗎？請將你的履歷連同現時及期望薪金，發送至 [email protected]

我們期待歡迎一位充滿熱誠、重視細節，並能在以人為本及步伐迅速的工作環境中發揮所長的團隊成員加入我們。