北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - GI
Post:  Account Servicing
Salary:  15K - 20K

Responsibilities
  • To provide administration support to the Account Managers on day to day client servicing including but not limit to Employee Benefits and MPF
  • Handle clients' enquiries and provide new and renewal quotations to external clients
  • To provide administrative support including policy maintenance and client servicing
  • Take care some client accounts as an Account Manager
Requirements
  • Degree / Diploma in any discipline with relevant insurance qualifications (Candidates currently sitting for ACII or ANZIFF (Snr Assoc) exam will also be considered)
  • Passed IIQAS Paper 1, 2 and MPF
  • Familiar with commercial line (e.g. Marine Cargo, Motor, Liability, Employee Compensation Credit Risk, Professional Risk.... etc.)
  • With a least 3 years working experience in the area of Employee Benefits and MPF preferably in an insurance broker firm
  • Willing to learn, responsible and prepare to work overtime
  • Self-motivated and able to work independently
  • Less experience will be considered for Officer

Last updated on 2018-05-20 at 4pm
Accounts
Post:  Accounting (Senior Officer/Officer)
Salary:  16K - 26K

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"
  • handle administrative work and support ad hoc duties from time to time
Requirements:
  • 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
  • Candidate with more experience will be considered as Assistant Manager

Last updated on 2018-05-20 at 4pm
Accounts
Post:  Accounting (Senior Manager)
Salary:  60K - 65K

Our client: a listed financial company.

Key Role:
1. 主力改善財會部工作流程及加強財會部工作電腦化
2. 監督下屬之對帳及內部監控工作
3. 監督所有支出收入轉賬存票,以準確記錄各會計賬目
4. 訂定公司的賬目管理系統及訂定資金調配的守則

Responsibilities:

  • 協助執行全年度財務政策和財務管理工作規劃,並監督落實,確保各項業務計劃能按時完成
  • 協助制定各財務報表、管理報告、統計分析等工作指引,及基本制度,以配合北京總行、股東、保監等不同的要求及專業會計守則及確保各項工作有章可循
  • 協助編訂公司的會計系統流程及賬目管理系統,嚴格監察內部控制政策的實施,以確保賬目能及時準確反映公司的財務狀況
  • 協助監控公司的營業成果及盈虧情況,以確保公司的財務狀況健康
  • 簽發賠償,各項費用開支及退保費支票,以控制財務預算及支出
  • 協助安排及配合內外部核數師的工作,
  • 協助培養和發展下屬,以配合部門的人員要求

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Administrator (Pensions Administration) - Experienced & Fresh Graduate
Salary:  13K - 17K

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 2018-05-20 at 4pm
Insurance - Life
Post:  Asset Liability Management (Senior Analyst)
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Responsible to prepare & analyze reports of ALM risks including interest rate, equity, currency and liquidity risks
  • Participate in the analysis of ALM strategies for insurance and surplus funds to drive business goals
  • Support both local and regional meetings of ALM related committees including Asset Liability Committee, Crediting Rate Committee etc.
  • Develop and maintain ALM asset & Liability models for financial projection & analysis
  • Partner with different stakeholders for supporting diversified ALM initiatives

Requirements:
  • Degree holder major in Actuarial Science or related disciplines
  • Good progress in actuarial examination or close to attain Fellowship
  • At least 4 years of experience in actuarial operations, preferably in ALM/ Financial Risk within life insurance industry
  • Proactive, independent with good analytical skills
  • Excellent communication & interpersonal skills with good command of spoken and written English & Chinese
  • Proficient in Microsoft Excel, knowledge in AXIS would be a plus

Last updated on 2018-05-20 at 4pm
Accounts
Post:  Assistant Finance Manager/ Senior Officer (1 year contract)
Salary:  28K - 40K

for a listed financial company.

Responsibilities:
  • Reporting to the Senior Finance Manager
  • Reviewing and revamping the work flow and participating in the new accounting requirement development
  • Assisting the superior to conduct impact analysis and system testing and implementation.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA is desirable but not a must
  • 5 years solid accounting experience, with Life Insurance background an advantage
  • Knowledge of Oracle Financial system will be an advantage
  • Good communication, problem solving and analytical skills.
  • Highly adaptable to changes with flexible, positive working attitude.
  • Detail-oriented, independent and self-motivated
  • Able to work under pressure and meet tight deadline
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Assistant Manager (Client Management)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist supervisor to prepare and deliver communication materials
  • Prepare presentation materials for client management team
  • Draft communication letter templates and prepare business requirements of website enhancement for our clients in order to improve client experience
  • Lead and conduct user acceptance test for digital tools, such as web, mobile apps
  • Support ad hoc tasks assigned by supervisor

Requirements:
  • Degree holder in Marketing or Business Administration preferred or equivalent in any discipline
  • At least 2 years of working experience in MPF industry with good understanding on products and market trends
  • Proficiency in PC applications including PowerPoint, Excel, Word and Chinese Word Processing
  • Detail minded, eager to learn and good interpersonal skills
  • Good team players and problem solving skills
  • Self-driven with proven track record to deliver initiatives
  • Proficient in both spoken & written English and Chinese

Last updated on 2018-05-20 at 4pm
IT
Post:  Assistant Manager/ Senior Business Analyst, Pensions Business (Contract)
Salary:  negotiable

For a listed financial company.

Main Role
The successful incumbent will 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
  • Collect, analyze 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
  • Take ownership of project issues and engage the appropriate resources to reach solution
  • Prepare test plan, test script and perform testing
  • Coordinate with users or IT to perform testing to ensure system deliverables are in good quality and within time
  • Execute the data migration process
  • Coordinate the rollout of system with user and IT people

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst
  • Financial services / product experience and knowledge; with understanding of Group Retirement Services is an advantage
  • Understand the IT system development life cycle methodology (SDLC)
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • With concrete experience in Data Migration Project is an advantage
  • Workflow and Imaging system knowledge is an advantage

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Assistant Manager/Business Analyst/Senior Business Analyst/BA - 3 posts
Salary:  18K - 33K

For a sizeable financial company.

Responsibilities
  • Recommending both short term and long term solutions to users when production issues arise
  • Collect and analyze and document business requirement and communicating with IT or vendor for system enhancement
  • Planning large scale system projects and monitoring project progress
  • Prepare test plan, test script and coordinating with users or IT to perform testing to ensure system deliverables are in good quality
  • Coordinate the rollout of system with user and IT people
  • Providing system training to users

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 4 years working experience as a Business Analyst and with strong retirement operational background
  • Familiar with IT system development life cycle methodology (SDLC)
  • Strong organizational skills and attentive to details
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese
  • With solid experience in VBA and MS Access programming is an advantage
  • Candidates with less experience will be considered for the position of Business Analyst

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Assistant Manager/Senior Analyst, Quality Assurance (1-year contract)
Salary:  28K - 35K

For a listed financial company.

Responsibilities
Key Role: Be responsible for assisting the team in performing compliance/quality assurance related tasks including preparing/filing of statutory returns, management reports and complaint handling to help ensuring operation compliance with regulation and business requirements. Major duties :
  • Ensure overall compliance with legislative requirements, governing rules and Service Agreements for the portfolios assigned
  • Prepare/check statutory returns/reports
  • Ensure Permanent Departure reports are submitted and records are updated
  • Handle compliance reporting
  • Prepare and review SOS reports/management reports
  • Review and update procedure/operation procedure manuals
  • Handle complaints and enquiries from trustees, regulator, government bodies
  • Co-ordinate on-site visits and audits by auditors, regulators and trustees. Ensure proper follow up actions are taken for the issues identified in the visits
  • Prepare, co-ordinate and delivery of in-house training sessions organized by Quality Assurance Team
  • Assist in routine & ad-hoc projects, e.g. UAT, legislative changes related projects …etc

Requirements
  • University graduate preferred
  • At least 6 years' working experience in pension industry, of which 2 years with regulators, trustees or compliance area preferred
  • Good knowledge of MPF / ORSO Ordinance and Regulations
  • Good communication and analytical skills
  • Good spoken and written English and Chinese
  • Good PC skills in MS Office (Word, Excel and Access)

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Assistant Marketing Management Manager/Senior Officer (6- month contract)
Salary:  24K - 33K

For a listed insurance company.

Responsibilities:
  • Assisting the supervisor in product marketing collateral production, promotion & marketing campaigns in line with the company business direction.

Requirements:
  • Degree in Marketing/ Translation / Finance or equivalent
  • 5 years or above relevant working experience, with knowledge of life insurance product and market product trend in life insurance industry is preferable
  • Flexible working attitude to accept different challenges
  • Advance level of communication and interpersonal skills to handle internal and external business associates
  • Conversant in MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered for Contract Senior Officer

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Assistant Officer Customer Service (Call Centre)
Salary:  14K - 18K

For a Life Insurance company.

Responsibilities:
  • Conduct ILAS Post-sale call according to the respective procedure
  • Conduct outbound call for the following items including welcome call, client request to change servicing consultant, unclear or stale cheques, adhoc assignments
  • Achieve KPI and this will be communicated to team members regularly
  • Provide answers to customer’s inquiries by in a professional and timely manner
  • Identify complaint case and escalate to manager in a timely manner to avoid delay or missing case
  • Produce accurate and timely report regarding daily activities and discussion records with customers
Requirements
  • University graduated in any discipline, fresh graduate will be considered
  • 1 - 2 years in Customer Service with good knowledge of insurance industry will be an advantage
  • Good knowledge of life insurance
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese
  • Good PC skills in MS Office

Last updated on 2018-05-20 at 4pm
Insurance - Group EB
Post:  Assistant Officer/Assistant - Customer Services Hotline
Salary:  negotiable

for a listed insurance company.

Responsibilities:
  • Handle enquiries through hotlines and e-mails regarding group medical claims
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements
  • To assist junior colleagues in handling complaint cases/ demanding customers

Requirements:
  • Degree holder in business or any related disciplines
  • At least 1-2 years’ experience in group medical/general/insurance/banking and financial field in call centre / customer service related
  • Passed in IIQE paper 1 and 2 preferred but not essential
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
Proficiency in MS Word, Excel and Chinese Word Processing
Last updated on 2018-05-20 at 4pm
Insurance - GI
Post:  Assistant Underwriting
Salary:  15K - 20K

Fora General Insurance Agency.

Responsibilities:
  • To assist Chief Underwriter to regularly monitor the effectiveness of existing insurance program
  • To assist Chief Underwriter in developing new insurance products including product training to producers/cedants
  • Identify, analyse and develop sources of desirable new business opportunities including cross-departmental opportunities
  • Build & maintain long term relationship with key producers and cedants
  • Make presentations to prospective producers/cedants; initiate new producer/cedants
  • Carry out other general clerical duties

Requirements:
  • Graduates of Higher Diploma/Degree in Financial Services or other discipline
  • 2 years relevant experiences in insurance industry
  • Excellent interpersonal, communications and presentation skills
  • Fluent English, Mandarin and Cantonese include read and write
  • Proficient in Microsoft Office
  • Chinese Word Processing (optional)

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Business Analyst
Salary:  negotiable

Client: Life Insurance 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
  • Conducting User Acceptance Tests (UAT) for various system enhancements.

Requirement:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel
  • Independent, analytical-minded and problem solving skills
  • Self-motivated, good presentation and interpersonal skills

Last updated on 2018-05-20 at 4pm
IT
Post:  Business Analyst
Salary:  18K - 25K

For a life insurance 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.

Requirement:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel
  • Independent, analytical-minded and problem solving skills
  • Self-motivated, good presentation and interpersonal skills

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Call Centre - CS Representative/Assistant Officer/Officer (Pensions) - few posts
Salary:  16K - 25K

For a listed financial company.

Responsibilities
  • Handle MPF & ORSO enquiries through hotlines and emails
  • Provide quality customer services through our phone channel
  • Follow up customer enquiries and feedbacks with good quality standard
  • Delivery of quality service to meet the productivity benchmark, service standard and comply with regulatory requirements

Requirements
  • Degree holder in business or related disciplines
  • Minimum 2 years’ experience in banking and financial industries, preferably in call centre / customer service related
  • Passed in MPF Exam preferred
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Proficiency in MS Word and Excel

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Customer Services Officer
Salary:  15K - 20K

For a listed insurance company.

Responsibilities:
  • Handling enquiries / feedback of customer and bank representatives and delivering quality customer service.

Requirements:
  • Bachelor Degree ( holding professional insurance qualification (e.g. IIQE, FLMI) is definitely an advantage)
  • 1-2 years working experience in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Good team player, able to work independently and willing to work overtime
  • Positive, attentive to details and good organizing skills.
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset

Last updated on 2018-05-20 at 4pm
Accounts
Post:  Finance (Assistant Manager)
Salary:  30K - 45K

For a listed financial company.

Responsibilities:
  • Reporting to the Senior Finance Manager and responsible for preparing investment accounting reports and financial management reports.
  • Assisting the superior to support related IFRS accounting project
  • Enhance the internal workflow continuously

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
Qualified Accountant, ACCA, HKICPA is desirable but not a must
  • 5 years solid accounting experience, with Life Insurance background an advantage
  • Knowledge of Oracle Financial system will be an advantage
  • Good communication, problem solving and analytical skills.
  • Highly adaptable to changes with flexible, positive working attitude.
  • Detail-oriented, independent and self-motivated
  • Able to work under pressure and meet tight deadline
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both - English and Chinese (Cantonese and Mandarin)

Last updated on 2018-05-20 at 4pm
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 2018-05-20 at 4pm
Accounts
Post:  Fund & Scheme Accounting Manager
Salary:  negotiable

For a financial company.

Responsibilities:
  • Manage daily scheme and fund accounting tasks in accordance with prevailing procedures and turnaround times and ensure adequate controls are in place
  • Review / authorize investment orders, fund transfer instruction, payment requisition and payment cheques
  • Review reconciliations and ensure proper follow up actions on reconciling items
  • Responsible for the proper accounting of assigned MPF / ORSO schemes
  • Accountable for all system enhancement projects related to finance functions
  • Assist in planning and budgeting exercise and perform on-going review on actual results against budget
  • Handle corporate accounting matters including monthly accrual schedule and profit sharing calculation

Requirements
  • Degree holder in Finance / Accounting or related disciplines.
  • Certified Accountant or equivalent
  • Minimum 7 years working experiences in Finance / Accounting field with at least 2 years experiences in managerial role
  • Good knowledge of accounting & customer services principles and practices in retirement scheme industry
  • Strong PC skills in Excel, Access and Word
  • Strong analytical, problem solving, presentation and communication skills
  • Proficient in both spoken and written English and Chinese

Last updated on 2018-05-20 at 4pm
Insurance - Group EB
Post:  Group Medical Administration Administrative Assistant
Salary:  13K - 16K

For a listed insurance company.

Responsibilities:
  • Handle daily members' changes and cards issuance to clients and follow up with clients for any outstanding issues
  • Handle customers service hotline and other general written enquiries from internal and external customers
  • Handle assigned cases of new business and renew policies and ensure policy contracts, invoices and related administrative services are delivered within the service standard, operation procedures and guidelines
  • Coordinate with panel to investigate medical card service from members
  • Handle other administrative tasks / projects as assigned

Requirements:
  • Higher diploma or above with 1 year clerical experience preferably in insurance industry
  • Hands on PC skills in using MS Word and Excel
  • Good typing skills (both English and Chinese)
  • Good command of both written and spoken English and Chinese

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Manager (Product Development)
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Reporting to the Senior Product Development Manager
  • Assisting the superior to oversee the product development cycle of life insurance products in support of the business goals and customer’s needs.

Requirements:
  • Degree in Actuarial/ Marketing/ Insurance or equivalent
  • 6 years or above relevant working experience, with knowledge of market product trend
  • A project driver with excellent interpersonal-communication skills to deal with difference levels of counterparts
  • Experience in developing investment-linked products will be a definite advantage
  • Able to work under pressure in a fast growing company
  • Conversant in MS Work, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese

Last updated on 2018-05-20 at 4pm
IT
Post:  Network Support Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Ensure successful implementation of all initiatives and projects in smooth transition or migration
  • Lead day to day network and voice services operations
  • Monitor core services to ensure pre-defined service levels are met
  • Handle the troubleshooting of technical issues until its full closure
  • Perform vendor governance including service level compliance, contract pricing, delivery progress, and improvement opportunities
  • Ensure network and voice infrastructure are all running at the optimum level with sufficient expansion capacities
Requirements
  • Higher Diploma or above in Computer Science or related discipline
  • At least 5 years of experience in managing network and voice infrastructure equipment, systems and software required
  • Experience in executing network technology rollouts in multi locations enterprise environment is strongly desired
  • CCNA or above certification is an advantage
  • Knowledge of administrating the network equipment such as LAN/WAN switch, CheckPoint firewall, F5 load balancer, VPN, and router
  • Knowledge of IP telephony (IPT) technologies, enterprise security management
  • Working knowledge in network management and administration, hardware, and software utilized throughout the company
  • Knowledge of voice and data hardware, software and services to include company telecommunications equipment, servers, networking, application systems
  • Good communication and interpersonal skills to work effectively with all level of people
  • Good command of both English and Chinese

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Officer (Policy Administration Business Analyst) - 6 months Contract
Salary:  15K - 25K

for a listed insurance company.
Responsibilities
  • Rendering assistance in various operations projects such as operations system enhancement, preparing test plan, carrying out UAT, system testing and data cleansing.

Requirements:
  • Diploma or above preferably with professional insurance qualification (e.g. LOMA, ACS)
  • 1-3 years or above experience gained in life insurance industry
  • Knowledge on AML requirements or experience in life system revamp and/or enhancement will be a definite advantage
  • Attentive to details, well organized with good logical and analytical thinking
  • Excellent interpersonal and communication skills
  • Able to work under pressure and meet the tight project deadlines
  • Familiar with MS Word, Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Officer (Product Development)
Salary:  16K - 22K

For a listed insurance company.

Responsibilities:
  • assist the team leader / Head of Product Development in life insurance product design and product launch implementation and product recommendation
  • analyzing market segments, sales data and deriving market intelligence reports
  • preparing product specifications and product launch materials.

Requirements:
  • Degree in Marketing/ Finance/ Insurance or equivalent
  • 3 years or above relevant working experience with knowledge of life insurance market
  • Excellent analytical, quantitative and problem solving skills and strong attention to details
  • Strong communication and good interpersonal skills
  • Conversant in MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Officer/Assistant Officer Pension Administration
Salary:  18K - 23K

For a listed financial company.

Responsibilities
Contribution Team
  • As Account Holder
  • Handle daily administration of retirement schemes and perform customer service related activities
  • Process member enrollments, terminations, and group changes in accordance with the approved company procedures, policies and local regulations
  • Maintain accurate records and thorough documentation
  • Perform clerical support such as data input
  • Perform other job related duties or special projects as required
Requirements:
  • Secondary school graduate or equivalent
  • 3 to 6 years of relevant experience in MPF and/or ORSO schemes administration
  • Self-starter, team player and attentive to details
  • Strong analytical skills and good at PC applications especially Excel, Word and PowerPoint
  • Strong communication and customer service skills
  • Good command of spoken and written English and Chinese
  • Candidates with less or more experience will be considered as Assistant Officer or Senior Officer
  • Fresh graduates will also be considered for administrator

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Policy Administration (6 months contract)
Salary:  15K - 20K

For a listed insurance company.

Responsibilities:
  • Providing life insurance policy services to our clients relating to various types of policy changes in a timely and professional manner in compliance with regulatory & business requirements,
  • Handling data capture
  • Providing administration support to the department.

Requirements:
  • Diploma holder or above
  • 3 years’ experience or above in policy administration, preferably gained from life insurance company
  • Well organized and detail minded
  • Strong interpersonal and communication skills
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Project Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Execute projects according to project plan
  • Assessing PnL and Risk analysis for the firm and support of CSA, IFRS9, Murex project implementation
  • Partner with external and internal teams to define requirements and deliver solutions
  • Review the quality of the work completed by vendors or other outsource parties on a regular basis to ensure that they are up to standards
  • Facilitate and coordinate UAT process
  • Ensure a smooth transition when projects are implemented
  • Establish a regular communication schedule and present to stakeholders project progress
  • Develop forms and records to document project activities
  • Set up files to ensure that all project information is appropriate documented and secured

Requirements:
  • Bachelor degree in Economics, Finance, Accounting or Business Administration disciplines.
  • Minimum 2 years working experience in financial services industry or project management.
  • Good project management skills and a track record in delivering complex projects on behalf of investment
  • Good technical knowledge and logical mindset in technology, product and process
  • Good interpersonal, communication and analytical skills
  • Strong understanding of the end to end project cycle
  • Good command of PC skills including MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese.

Last updated on 2018-05-20 at 4pm
IT
Post:  Project Management Manager
Salary:  negotiable

For a listed financial company.

Key Role:
The incumbent will be responsible for 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.

Responsibilities:
  • 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
  • Ensure adequate controls in the reengineered or improved processes to meet audit requirements and corporate governance.
  • Monitor the overall development quality to ensure the system delivery meets the business needs and is developed within the planned resources
  • Oversee Change Requests to ensure the IT resource is used in a cost effective way
  • Recommend the signoff on functional specifications to ensure the functionalities of the system conform with the business requirements
  • Assess the testing scope of all projects to ensure the system functions are well tested before launch
  • Monitor the progress of UAT to ensure the deadline of each project can be met
  • Communicate with the user departments to help the users to have a better understanding of the new system functions and the progress of each testing item
  • Advise users on workaround in the existence of system deficiencies to help to establish operational procedures
  • Coach subordinates to improve staff’s system and business knowledge
  • Manage the training process to improve the quality of training and enhance the staff’s awareness on the operational issues

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, PMP)
  • 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 obtained via O&M and six-sigma (black-belt) practice in various industries
  • Certified PMP will be an advantage
  • Excellent presentation, interpersonal and communication skills and strong analytical mind
  • Highly adaptable to changes and unprecedented challenges

Last updated on 2018-05-20 at 4pm
IT
Post:  Senior Business Analyst/Business Analyst (Pension)
Salary:  24K - 33K

For a sizeable insurance company.

Responsibilities
  • Recommending both short term and long term solutions to users when production issues arise
  • Collect and analyze and document business requirement and communicating with IT or vendor for system enhancement
  • Planning large scale system projects and monitoring project progress
  • Prepare test plan, test script and coordinating with users or IT to perform testing to ensure system deliverables are in good quality
  • Coordinate the rollout of system with user and IT people
  • Providing system training to users

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 4 years working experience as a Business Analyst and with strong retirement operational background
  • Familiar with IT system development life cycle methodology (SDLC)
  • Strong organizational skills and attentive to details
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese
  • With solid experience in VBA and MS Access programming is an advantage
  • Candidates with less experience will be considered for the position of Business Analyst

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Senior Claims Officer
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Handling daily claim cases, answering enquiries and providing claims support and services to the agents and customers
  • 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 relevant working 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)
  • Candidate with less experience will be considered as Officer

Last updated on 2018-05-20 at 4pm
IT
Post:  Senior Manager / Manager, Pensions Business (1-year contract)
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Collect, analyze and document business requirements and communicating with users, IT or vendors for the system
  • Identify and assist in re-engineering, improvement or replacement of business processes and associated technology
  • Interpret business needs, assist in solution design and deliver expected result
  • Take ownership of project issues, monitor the progress, planning and engage the appropriate resources to reach solution
  • Mentor other business analysts in business process and best practices
  • Prepare test plan, test script, perform testing and ensure system deliverables are in good quality and within time and budget
  • Execute the data migration process
  • Coordinate the rollout of system with user and IT people

Requirements
  • Hold university degree in Computer Studies or Information System or other related disciplines
  • Possess minimum 10 years working experience as a Business Analyst, with concrete experiences in Data Migration Project
  • Strong in financial services / product knowledge, analytical and problem solving skills, with understanding of Group Retirement Services is an advantage
  • Familiar with IT system development life cycle methodology (SDLC), with workflow and imaging system knowledge is an advantage
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Able to perform multi-tasking tasks, result oriented
  • Proficient in both spoken & written English and Chinese

Last updated on 2018-05-20 at 4pm
Insurance - Life
Post:  Senior Officer/Officer Customer Service (Call Centre)
Salary:  23K - 30K

For Life insurance company.

Responsibilities
  • Handles enquiry on broad range of services issues from customers via hotline services, focus on handling in-bound calls
  • Tracks enquiry for statistical & MIS report purpose
  • Liaises with internal department, channels and customers on reply of enquiry and completion of requirement
  • Handle complicated complaint from all channels, carry out investigation and liaise with relevant parties to obtain relevant information for decision making, propose resolutions / obtain approval from higher level and record the case details
  • Conduct various outbound call with documented protocols
  • Performs policy conservation with documented protocols
  • Participates in customer service related projects
  • Recommends solutions to improve the workflow and service in the team
  • Process withdrawal request on spot according to authority and KPI
  • Handle daily data input and ensure 100% accuracy

Requirements
  • University graduated in any discipline
  • 4 - 7 years in Customer Service with good knowledge of insurance industry
  • Good knowledge of life insurance
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese
  • Good PC skills in MS Office

Last updated on 2018-05-20 at 4pm
Insurance - Pension
Post:  Specialist (Assistant Manager grade) - (EB Business Development)
Salary:  35K - 42K

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 5 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
  • Be always to give recommendations and contribute new ideas to improve

Last updated on 2018-05-20 at 4pm
Insurance - Group EB
Post:  Specialist (EB Business Development)
Salary:  38K - 42K

For a listed insurance 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 5 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
  • Be always to give recommendations and contribute new ideas to improve

Last updated on 2018-05-20 at 4pm
Accounts
Post:  Supervisor, Fund Accounting and Valuation
Salary:  negotiable

For an international Financial company.

Key Role
As the Supervisor for our Fund Accounting and Valuation team, you will be responsible for supervising team members to perform fund accounting and valuation tasks, as well as other fund operational tasks as assigned.

Responsibilities:
  • Supervise team members to ensure timely and accurate valuation of MPF/ ORSO funds and retail unit trusts; and accounting reconciliation;
  • Ensure timely and accurate completing of all fund operational tasks, including regulatory compliance;
  • Participate in system enhancements and user acceptance tests of the fund operational system with an aim to improve efficiency and productivity;
  • Prepare regular reporting to internal and external parties and ensure the timeliness and accuracy of the reports;
  • Perform other job related duties or special projects as required.

Requirements:
  • University graduate in Accounting/ Finance or related subjects;
  • At least 5 years of relevant experience in fund accounting and valuation, with 1 to 2 years of supervisory experience;
  • Professional qualification such as HKICPA (or similar associations) is preferred;
  • Strong computer skills including MS Excel and Access;
  • Attentive to details, strong organizational and analytical skills;
  • Fluent in both spoken and written English and Chinese.

Last updated on 2018-05-20 at 4pm
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 2018-05-20 at 4pm
Insurance - Life
Post:  Underwriting Temporary Clerk (6 months)
Salary:  12K - 14K

For a listed life insurance company.

Responsibilities:
  • Provide administration support related to data input of life insurance policy
  • Assisting the daily operation work flow of the Underwriting & Claims Department.

Requirements:
  • F.5 or above
  • Preferably with administrative support experience gained in life insurance industry. Fresh graduates will also be considered
  • Attentive to details and possessing strong problem solving, analytical and organizing skills
  • Excellent interpersonal and communication skills
  • Able to work under pressure and overtime
  • Familiar with MS Word, Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-05-20 at 4pm