Business Development Operation Executive

Wrise Financial Management Services Limited; Hong Kong; On-site; HKD 240,000 - 340,000; Full time

Benefits offered by this job

Discretionary bonus

5 days work

Annual leave

Family leave

Birthday leave

Full pay sick leave

Group medical insurance

Job summary

WRISE Group in Hong Kong is seeking a Business Development Operation Executive. The role blends data analysis, sales optimization, and marketing coordination to empower our growing network of insurance consultants.

You will drive KPI analyses and develop BI reports to support management decisions. The ideal candidate will have a Higher Diploma or above, hands-on Excel skills (Pivot Tables, XLOOKUP, INDEX/MATCH), Cantonese proficiency, and familiarity with Canva/Adobe tools for marketing

Qualifications

• Higher Diploma or above in Business Administration, Finance, Marketing, or a related discipline.
• Fresh graduates with strong potential are welcome; 1+ year in Sales Operations/Coordination or similar support.
• Experience in financial services/insurance is an advantage.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, data analysis, and reporting.
• Proficiency in Cantonese is required; Mandarin and English are a strong plus.
• Proficiency in Canva, Adobe Photoshop, and Adobe Illustrator for marketing collateral.

Responsibilities

• Conduct comprehensive KPI analysis to evaluate consultant/agent sales performance
• Develop business intelligence reports with actionable recommendations for management
• Assist in implementing company sales strategies to achieve growth targets
• Coordinate training programs to elevate sales capabilities across the consultant network
• Act as key liaison between management and field teams to align objectives
• Execute marketing campaigns and create promotional materials using design tools
• Manage organized digital/physical filing systems for all sales support materials

Skills

KPI analysis

BI reporting

Pivot Tables

XLOOKUP

INDEX/MATCH

Cantonese

Mandarin

English

Canva

Adobe Photoshop

Adobe Illustrator

Sales Operations

Marketing coordination

Education

Higher Diploma or above in Business Administration, Finance, Marketing

Tools

Canva

Adobe Photoshop

Adobe Illustrator

Job description

Business Development Operation Executive

WRISE Group is a rapidly growing wealth management firm headquartered in Singapore, with offices across Asia. The firm leverages a team of client advisors and investment specialists, complemented by technology, to offer comprehensive wealth management services. WRISE connects clients to over 150 financial intermediaries across eight booking locations, providing seamless support from advisory to execution. With its vast ecosystem and global partnerships, WRISE empowers clients to manage, grow, and protect their wealth while accessing borderless opportunities.

About the Role

We are seeking a highly analytical and detail-oriented Business Development Operation Executive to drive operational excellence within our Consultancy Development team. This pivotal role combines data analysis, sales optimization, and marketing coordination to support our growing network of insurance consultants in a dynamic financial services environment.

Key Responsibilities

Conduct comprehensive KPI analysis to evaluate consultant/agent sales performance

Develop business intelligence reports with actionable recommendations for management

Strategic Support

Assist in implementing company sales strategies to achieve growth targets

Coordinate training programs to elevate sales capabilities across the consultant network

Act as key liaison between management and field teams to align objectives

Marketing & Compliance

Execute marketing campaigns and create promotional materials (posters, flyers, etc.) using design tools

Manage organized digital/physical filing systems for all sales support materials

Qualifications & Requirements

Higher Diploma or above in Business Administration, Finance, Marketing, or a related discipline.

(Fresh graduates with strong potential are also welcome to apply.) 1+ year of experience in Sales Operations, Sales Coordination, or a similar support function.

Experience in the financial services/ insurance industry is an advantage.

Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, data analysis, and reporting.

Proficiency in Cantonese is required. Knowledge of Mandarin and English will be a strong advantage.

Proficiency in design tools such as Canva, Adobe Photoshop, and Adobe Illustrator for marketing collateral creation is preferred.

Ideal Candidate Will Be

A proactive and resourceful problem-solver who thrives in a fast-paced and dynamic environment.

Highly organized, detail-oriented, and capable of managing multiple tasks simultaneously.

A collaborative team player with strong communication and presentation skills.

Able to work independently while maintaining a high level of accuracy and accountability.

Available to commence employment at short notice/ immediate availability being highly preferred.

Why Join Us?

Direct impact on sales strategy and consultant performance

Opportunity to master industry-leading analytics and design tools

We offer an attractive package including discretionary bonus, 5 days work, annual leave, family leave, birthday leave, full pay sick leave and group medical insurance to the right candidate.