北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - Life
Post:  Actuarial Manager
Salary:  negotiable

fora listed insurance company.

Responsibilities:
  • To work closely with Chief Actuary and Senior Manager to develop strategies on asset liability management and capital management
  • To maintain the rapid growth of the company in the challenging business and regulatory environment.
  • Support ALM and Capital management team on financial and capital optimization and strategic projects
  • To assist the Chief Actuary and Senior Manager in overseeing the whole process of asset liability and capital management, and also implementation of various projects.

Requirements:
  • Qualified actuary with degree in Actuarial Science, Mathematics or Statistics or equivalent
  • Minimum 6 years actuarial experience in life insurance industry
  • Experience in asset liability and capital management, real world & risk neutral modeling techniques, and/or investment is desirable
  • Strong interpersonal, problem solving, time management and supervisory skills
  • Able to work under pressure & overtime
  • Knowledge of Axis is a definite advantage
  • Excellent working knowledge in Excel & Access

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Administration Assistant (Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Providing reception services,
  • Assisting the superior in performing general office administrative support
  • Handle other ad-hoc projects.

Requirements:
  • F.7 or above
  • Minimum 2 years experience in office administrative support
  • Able to work independently and organized
  • Good sense of responsibility and interpersonal skills
  • Willing to work under pressure and beyond normal working hours
  • Conversant in MS Work, Excel and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
Insurance - Pension
Post:  Administrator (Pensions Operation)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Able to perform daily processing transaction for MPF scheme accounts within service requirement and regulatory guidelines with minimal supervision.
  • Handle simple enquiries and escalate issues or problems in a timely manner.
  • Liaise with clients on completion of business processes
  • Assist in filing and routine work within the team
  • Registration and dispatch of documents
  • Participate in ad-hoc projects if any

<u>Requirements<u>:
  • Form 7 and above
  • 1 - 2 years working experience within pension industry
  • Good communication skills in English & Cantonese
  • Good problem solving skills with client-centric mindset
  • Proficient in Word, Excel and Access

Last updated on 2020-07-04 at 7pm
Insurance - Pension
Post:  Administrator II (experienced, Pensions Administration)
Salary:  18K - 21K

for a financial company

Responsibilities
  • To manage the assigned MPF scheme accounts to comply with the regulatory and service requirements
  • To process the customers’ requests on enrollment, contribution allocation, switching and benefit payment
  • To handle customers’ enquiries in a timely and professional manner
  • To assist in ad-hoc projects

Requirements
  • Form 5 or above 1-2 years’ pensions administration experience preferred, OR
  • fresh HD/U graduates without experience
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese
Recent graduates will be considered
Last updated on 2020-07-04 at 7pm
IT
Post:  Assistant Manager, Business Analysis (Contract)
Salary:  negotiable

For an international financial company.

Responsibilities:
  • Collect, analyse and document business requirements and communicating with users, IT or vendor for the system
  • Assist in the re-engineering, improvement or replacement of business processes and associated technology
  • Coordinate with users or IT to perform testing and rollout of system
  • Execute the data migration process and data reconciliation

Requirements:
Data migration experience and knowledge, with understanding of MPF Retirement Services is a must
  • Degree holder in Computer Studies or Information System or other related disciplines
  • In-depth experience with writing SQL statement
  • Strong analytical and problem solving skills
  • Proven ability to multi-task and manage changing priorities
  • Excellent verbal and written communication skills
  • Fluent in English and Cantonese

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Assistant Manager/Specialist (Business Development Training)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Conduct products and selling skills <<b>training</b?
  • Organize and support on client-investment seminar / briefings on both ILAS and traditional Life & Health products
  • Develop training materials independently
  • Assist in Product and Campaign Development
  • Assist in Market intelligence analysis
  • Handle the ad-hoc projects as assigned from time to time

<u>Requirements<u>:
  • Bachelor Degree holder
  • Minimum 5 years' working experience in Business Development or Agency Training
  • Proficiency in Microsoft Windows and Office (Word, Excel, Powerpoint), Chinese Inputting is an advantage
  • Excellent communication skills and presentation skills
  • Video-Editing
  • Proficient in written Chinese and English; Fluent in spoken Cantonese, Mandarin and English

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Assistant Underwriting Manager
Salary:  40K - 45K

For a listed insurance company.

Responsibilities:
  • Reporting to the Senior Underwriting Manager
  • Performing underwriting assessment,
  • Answering enquiries from agents/leaders,
  • Supporting system related projects,
  • Handling various underwriting duties.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA)
  • Minimum 5 years underwriting experience in life insurance
  • Critical thinking, strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • A good team player & able to work proactively & independently
  • Willing to work under pressure & overtime
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
Accounts
Post:  Finance (Senior Officer/Officer)
Salary:  20K - 23K

For a listed financial company.

Responsibilities:
  • Arranging payment / remittance in relation to operating expenses, unit linked fund related process, investment trade settlements,
  • Assisting in month end closing,
  • Preparing accounting schedules and breakdown, bank reconciliation, etc
  • Handle administrative work and support ad hoc duties as and when required.

Requirements:
  • Diploma / Associate Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 5 years solid accounting experience , preferable in life insurance industry
  • Knowledge of Oracle system is an advantage
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Highly adaptable to changes with flexible and positive working attitude
  • Excellent written and verbal communication skills in both English and Chinese
  • Preference will be given to those who can report shortly
  • Candidates with more experience will be considered for the position of <b.Senior Finance Officer</b>

Last updated on 2020-07-04 at 7pm
Insurance - Group EB
Post:  Manager (Business Development)
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Manage the distribution channel to promote he company's Pensions & Group products to potential clients
  • Achieve sales targets by the Company
  • Expand the distribution channel by increasing productivity and no. of productive distributors
  • Setup sales target and determine expense allocation
  • Supervise subordinate to implement sales & marketing strategies to the distribution channel
  • Design and implement sales & marketing strategies to distribution channel as well as the subsequent monitoring and status update
  • Make recommendation on product/services development / enhancement to ensure the competitiveness of the Company’s products in the market
  • Handle the ad-hoc projects as assigned from time to time

Requirements
  • University Degree, Major in marketing / Business Admin preferred
  • At least 8 year relevant experience with 2 - 3 years in managerial role
  • Solid working knowledge of MPF & Group Insurance and understand of current market situation
  • Extensive experience of distribution channel management
  • Strong skills in leadership, negotiations, relationship building, communication and execution
  • Excellent presentation skill
  • Ability to make recommendation for improvement based on holistic view
  • Aggressive to grow business (with Profit)
  • Strong ability to lead change and work under pressure
  • Strong understanding of customer needs and behaviors
  • Good spoken and written English and Chinese
  • Use of computer software incl. words, excel and PowerPoint

Package: basic salary plus quarterly incentive bonus
Last updated on 2020-07-04 at 7pm
Insurance - Pension
Post:  Manager (Quality Assurance)
Salary:  38K - 45K

For a listed financial company.

<u>Responsibilities</u:
  • Monitor our fulfillment of our obligations and service standards in our Service Agreements and governing rules of pension schemes
  • Manage, review and analyze complaints in accordance with the prevailing procedure; identify areas of inefficiency and recommend follow up actions for the functional units
  • Handle or advise other teams to handle enquiries relating to the controls mechanisms & service quality received from trustees, product sponsors etc.
  • Ensure fulfillment of ISO 9001 quality standards in the Company's scheme administration operation
  • Monitor and oversee the coordination of audits and on-site visits of auditors, trustees and regulators; ensure appropriate follow up actions are taken for identified issue.
  • Coach & provide training to team members on daily operational issues or assigned duties
  • Manage ad-hoc regulatory & business projects as assigned

<u>Requirements</u:
  • Degree holder in any discipline
  • At least 5 years of relevant experience in quality assurance or operational controls within pension industry
  • In-depth understanding on both MPF/ ORSO Ordinance & related regulations
  • Good interpersonal, planning & analytical skills
  • Excellent communication skills in both spoken & written English and Chinese
  • Good PC skills in MS Office (Word, Excel and Access)

Last updated on 2020-07-04 at 7pm
IT
Post:  Manager (Technology Risk Business Analyst)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Governing, guiding and performing pro-active internal control self-assessment activities across our group
  • Handling technology risk management and ensuring regulatory mandated technology controls are operating effectively for our insurance business
  • Assisting business/supporting functions on technology risk identification, assessment, control or mitigation and reporting, monitoring on remediation plans to address warning key risk indicators
  • Performing regular and ad-hoc risk and control assessments to validate effectiveness of controls and provide recommendations
  • Reviewing existing company policies and procedures, identifying gaps against regulatory requirements, industry best practice and guidance of professionals bodies, e.g.TM-E-1, TM-G-1 and GL20.

Requirements:
  • A university degree in IT, Business Administration or related disciplines with at least 5 years of relevant work experience in risk management, risk control, audit, regulatory policies or compliance, preferably within Financial Services
  • An in-depth understanding of Hong Kong regulatory requirements including HKMA, IA and other relevant regulatory requirements
  • Solid experience in technology risk management, corporate governance or internal control is highly preferred
  • A good team player who enjoys working with people collaboratively at all levels of the organization; and with senior business executives under pressure to meet tight deadlines
  • Experienced in data analysis, validation and presentation of results (MS Excel, MS PowerPoint, Tableau)
  • Excellent interpersonal, analytical and bilingual drafting skills
  • Detail-minded, mature, confident, self-motivated with experience in effectively negotiating with and influencing others in a matrix environment
  • Certification in CISA/ CISSP/ CISM or any other relation qualification will be advantageous
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
Office Administration/Estate Management
Post:  Office Administration (Assistant Manager/Manager)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the Head of Office Administration in preparing procurement related budget proposals, reports and correspondences the whole process of office projects, procurement policy review, performing general office administrative support and other ad-hoc projects.

Requirements:
  • Bachelor degree or above in Facilities Management, Building Services, Business Administration or related disciplines
  • Minimum 8 years administrative working experience.
  • Excellent analytical and problem-solving skills with strong numerical sense.
  • Strong in planning, analytical, organizing and interpersonal skills
  • Responsible, well organized and detail minded with the ability to handle multiple tasks independently.
  • Proficiency in MS Work, Excel PowerPoint and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)
(Candidates with less experience will be considered as Assistant Manager.)
Last updated on 2020-07-04 at 7pm
Insurance - Pension
Post:  Officer (Pensions Administration)
Salary:  negotiable

For a Listed financial company.

Responsibilities:
  • Perform checking on other team members' work and manage assigned MPF scheme accounts within service requirement and regulatory guidelines.
  • Able to make recommendations and execute process streamlining and service improvement initiatives
  • Resolve enquiries from clients and escalate client issues or complaints in a timely manner.
  • Coach and mentor junior employees within the team to achieve departmental goals
  • Participate in ad-hoc projects if any

Requirements:
  • Form 7 and above
  • 4 - 5 years working experience within pension industry
  • Good communication skills in English & Cantonese
  • Good problem solving skills with client-centric mindset
  • Proficient in Word, Excel and Access

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Officer/Assistant Officer (Underwriting)
Salary:  negotiable

for a listed insurance company.

Responsibilities:
  • Providing support in the whole underwriting process
  • Data capture, cases follow up,
  • Operation manuals updating and enquiries
  • Handling, as well as assisting in various projects and assignments.

Requirements:
  • Diploma or above, preferably in Business Studies, Information System, Insurance or relevant disciplines
  • 2 years working experience in life insurance; Candidate with less experience may be considered as Assistant Underwriting Officer
  • Good interpersonal and communication skills
  • Willing to work under pressure with positive working attitude
  • Attentive to details and willing to learn
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Operations Transformation/UAT Contract Staff (Renewable)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Coordinating with different parties and participating in operations transformation projects,
  • Providing support including but not limited to system testing (UAT)
  • Data analysis to maintain and ensure smooth system operation
  • Providing administration support to the department as assigned.

Requirements:
  • Diploma or above, with relevant professional qualifications
  • 3 years or above relevant working experience
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint. Proficiency in using SQL will be an advantage
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

Key Role
Be responsible for providing support, analyzing, evaluating business needs and coordinating system transformation project to ensure smooth implementation. They also recognize opportunities for process improvement, create new processes and documentation, publish project documentation, and assist in testing.

Responsibilities</u:
  • Collect, analyze and document business requirements and working closely with business users, IT and vendors to formulate and implement solutions to cope with business needs
  • Assist in the re-engineering, improvement or replacement of business processes and associated technology
  • Take ownership of project issues and engage the appropriate resources to reach solution
  • Provide input to facilitate business users, IT and vendor for system quality assurance process
  • Provide production support and solution to key stakeholders to meet operation and regulatory requirements
  • Coordinate the rollout of system solutions with business users, IT and vendors

<u>Requirements

  • Bachelor Degree in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst or System Analyst, preferably in pensions industry
  • Technical knowhow in Group Retirement Benefit or Wealth Management system applications development and implementation
  • Experience in data analysis and / or imaging & workflow system is preferred
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Microsoft Access and/or SQL experience strongly preferred
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Project Management Manager
Salary:  negotiable

For life insurance company.

Responsibilities:
  • Identifying business solutions for management, driving system and process changes for improvement and managing project implementation to ensure that user requirements are properly specified, project objectives are appropriately met, and assisting the Head of Project Management to maintain effective communication within the team to ensure the team can operate efficiently and effectively.
  • Aware of the latest technology trend and ability to recommend/influence users to drive inter department and/or company change
  • Initiate project from idea generation, business case submission, project planning and execution such as, but not limited to the following:

o Ability to initiate and lead workshops to enable process improvement/efficiency through latest technology or innovative process arrangement.
o Implement approved recommendations with business and IT and assist planning, guiding, organizing and monitoring implementation projects to effect changes for improvement and to obtain planned benefits
o Lead requirements workshop to ensure requirements are exhaustively discussed and considered through a process driven approach. Subsequently, ensuring traceability functional specification from IT.
o Ensure adequate controls in the re-engineered or improved processes to meet audit requirements and corporate governance.
o Monitor the overall development progress & quality to ensure the system delivery meets the business needs and is developed within the planned resources
o Gate keeping UAT test cases from a completeness and quality standpoint and to monitor UAT progress and defect management to ensure the project deadline can be met
o Oversee Change Requests to ensure the IT resource is used in a cost effective way
o Establish change management with impacted departments to ensure changes are communicated and functions are trained.
o Ensuring benefit realization plan is in place.

  • Coach and guide subordinates such as, but not limited to, the following:
o Business & system knowledge and stakeholder management skillset respectively.
o Be observant and prompt junior staffs on areas of interpersonal skills improvement.

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management, Finance or Accounting or related subjects with at least one insurance professional qualification (FLMI)
  • 6 years relevant experience in insurance with 6 years management in business analysis, project management or IT-related areas
  • Process improvement and process re-engineering experience preferably obtained via O&M and lean six-sigma qualification (green belt and/or black-belt) practice in various industries
  • Certified PMP (or equivalent project management certification) will be an advantage
  • Aware of the latest trend in technology
  • Excellent presentation, interpersonal and communication skills and strong analytical and change mindset
  • Highly adaptable to changes and unprecedented challenges

Last updated on 2020-07-04 at 7pm
Insurance - Pension
Post:  Representative (Pensions Customer Service Call Centre)
Salary:  18K - 21K

For a listed financial company.

Responsibilities :
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirements:

Last updated on 2020-07-04 at 7pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Collaborating with various internal business users in identifying analysis needs,
  • Facilitating users to prepare user requirements and communicating the results and insight for continued improvement,
  • Assisting project managers to prepare various business analysis, market intelligence and management reports,
  • Providing technical support for conducting a board of mix analyses which includes customer portfolio, segmentation, predictive models, ad-hoc projects and conducting User Acceptance Tests (UAT) for various system enhancements.
  • Provide team's administrative works and other assigned tasks.

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL and other MS office applications, especially in Excel
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Adaptability and flexibility to respond quickly to changing priorities
  • Excellent Problem solving, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required
Candidate with more experience will be considered as Senior Business Analyst
Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Senior Claims Officer
Salary:  negotiable

For a life insurance company.

Responsibilities:
  • Handling daily major and minor cases independently
  • Administer individual life claims according to company philosophy ad guidelines
  • Handle claims related enquiries from policyholders and frontline agents
  • Support departmental reporting
  • Assist on any ad hoc task provided by the management

Requirements:
  • Bachelor Degree or above or with equivalent insurance professional qualifications
  • Minimum 3 years of life claims experience
  • Strong communication and problem solving skills
  • Willing to work under pressure with positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin

Last updated on 2020-07-04 at 7pm
Insurance - Life
Post:  Senior Distribution Administration Officer
Salary:  23K - 26K

For Life Insurance Company.

Responsibilities:
  • providing sales administration and support,
  • handling the process of sales compensation and related operation,
  • supporting administration & documentation of debt collection process,
  • preparing sales management reports to facilitate sales management and decision
  • providing support to various projects as required

Requirements:
  • Diploma or above in Business Studies, Finance or relevant disciplines
  • Minimum 3 years relevant experience, of which 1 year experience gained from Life Insurance industry, preferably focusing in sales administration
  • Self-motivated, responsible, and able to work under pressure
  • Good interpersonal, problem solving and time management skills
  • Conversant with Access, Excel, and SQL tools
  • Proficient in spoken & written English and Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
HR
Post:  Senior Learning & Development Officer (Contract 8 months)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the team to roll out L&D project which includes learning, training and organizational development.
  • Providing support to the internal communication, program marketing, and event organization.

Requirements:
  • Degree holder preferably in Human Resources, Mass Communications, Journalism or Marketing
  • 3 years of relevant working experience
  • Good communication and marketing skills
  • Be creative, energetic and enjoy working in a team
  • Well versed in MS Office with hands-on knowledge of design and production
  • Good language ability in written and spoken English and Chinese (Cantonese & Mandarin)

Last updated on 2020-07-04 at 7pm
Insurance - Group EB
Post:  Senior Specialist/Specialist (Business Development)
Salary:  28K - 35K

For a listed financial company.

Responsibilities
  • Achieve sales targets as assigned by working with distribution channels in developing Pensions & Group business
  • Provide input for formulating sales & marketing strategies and responsible for the subsequent implementation
  • Handle the ad-hoc projects as assigned from time to time
  • Compile regular sales reports to management and distribution channels for business review

Requirements
  • University Degree, Major in Marketing / Business Admin preferred
  • At least 4 years' experience in pension & group sales, preferably with experience in distribution channel sales operation
  • Excellent presentation and negotiation skills
  • Aggressive to grow business (with Profit)
  • Successfully to build strong connection with distribution channel & clients
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good command of English and Chinese in both spoken and written
  • Candidates with more experience will be considered as <b>Manager, Business Development<b>

Package: basic salary plus quarterly incentive bonus
Last updated on 2020-07-04 at 7pm
IT
Post:  System Analyst/Analyst Programmer
Salary:  negotiable

For a sizeable insurance client:

Responsibilities
collecting and analysing user requirements,
producing Functional and/or System specifications
building or enhancing various systems to cope with business needs.
provide supervision on Analyst Programmer/Programmer to ensure quality deliverables.

Requirement
Degree in Computer Science or equivalent
At least 5 years’ relevant experience in which 1-2 years as system analyst in the insurance industry
Ability to applied expert programming skills in Ingenium/CAPSIL is an advantage
Familiar with the application development tools such as COBOL, Java Script, VB and Crystal Report etc.
Strong analytical, problem solving and staff coaching skills, particularly in integrating and recommending various complicated IT/business solutions
Good understanding of IT System Development Life Cycle (SDLC), its stages major tasks and deliverables
Candidate with less experience will be considered as Analyst Programmer
Last updated on 2020-07-04 at 7pm