Xiao Hu

● Supporting frontline sales partners with new client onboarding, referral partners onboarding, and new business inquiries and proposals, such as but not limited to illustrations and/or comparison tables of insurance products.
● Performing KYC and background checks for new business, clients, and referral partners in line with internal compliance guidelines and regulatory requirements.
● Reporting due diligence assessment of each case / client and liaising directly with compliance officer and/or Money Laundering Responsible officer (MLRO) in line with internal risk assessment policies and practices.
● Liaising with insurance carriers and business partners such as private banks, financing institutions and asset managers etc. to ensure efficient execution of insurance applications (both PPLI & traditional life insurance policies).
● Performing general office administration, such as preparation of insurance application, medical check booking, record keeping and filing etc.
● Setting up agreements with business partners, such as referrers, medical centers and translation service providers etc.
● Reporting to Head of Operations
● Pipeline reporting to private banking partners
● Coordination and development of marketing materials, such as presentations, digital marketing content, etc.

● Managing and coordinating the marketing activities of the company through the implementation of the marketing strategy as developed in conjunction with senior management, and in line with Hong Kong’s strict regulatory requirements set for the financial services industry,
● Developing and maintaining marketing plans and projects for existing and new financial services & products (English and Mandarin),
● Creation and publication of all marketing material in line with marketing plans (English & Mandarin),
● Assist and coordinate with the Portfolio and Investment Management team in regarding of the development of client presentations, tailored investment proposals for prospects and other required marketing materials such as quarterly market updates,
● Developing and maintaining internal records and presentations for staff training (Contingency Plan, Cyber Security & AML etc.) as required by internal policies and in compliance with the Securities and Futures Commission, the statutory body charged with regulating the securities and futures markets in Hong Kong.
● Developing and designing of company website, online presence, and other digital marketing contents.
● Responsible of the company’s branding, through implementation and maintenance of a unified brand image and identity.

● Sourcing candidates for permanent positions within FMCG, Cyber Security, IT and Telecom industries based in MENA & APAC region,
● Specialized in dealing with Chinese clients, candidates and China based complex positions,
● Meeting with Chinese clients/hiring managers on regular basis to understand the requirements of the roles as well as maintain good business relations,
● Extensive understanding (both technical and soft skills required) of each role assigned,
● Pre-screening and interviewing candidates to qualify each candidate regarding the clients’ requirements via phone, Skype (or f2f meeting if the candidate is based in UAE) before sending to clients,
● Deep briefing and preparation for each candidate before the interview,
● Keeping contact on a daily basis with each candidate during the process of recruitment from getting the interview till the offer is received and start of the job,
● Generating & building network of potential candidates via social media, such as LinkedIn, Wechat and QQ,
● Generating leads (from LinkedIn or referrals) - potential business client and upload the name, job title, company and contact details into the system and share with Business Development Executives.