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

Client: a listed financial company.

Key Role: Distribution Support & Administration relating to Business Development, Strategic Planning

Responsibilities:
  • Assisting department head on channel strategy support and development,
  • Promoting business development strategies based on business needs and market conditions of the insurance industry,
  • Supporting TIED AGENCY COMPENSATION monitoring,
  • Conducting business data analysis and reporting,
  • Providing support to referral business from channels and various projects as required.

Requirements:
  • Degree or above in Business Studies, Finance or relevant disciplines
  • 7 years or above relevant experience in the insurance industry and familiar with financial need analysis.
  • Ability to identify problems and recommend relative solutions to management in proactive manner
  • Good project management and multi-tasking skills.
  • Highly self-motivated, result-oriented, responsible and able to work independently.
  • Good interpersonal and problem solving skills
  • Previous experience on monitoring insurance agents' compensation a definite asset
  • Excellent computer skills in MS office in Excel, Access, Word and PowerPoint.
  • Proficient in spoken & written English and Chinese (Cantonese & Mandarin)

Last updated on 2024-02-24 at 6pm
HR
Post:  Human Resources Manager (1-Year Contract)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • To assist in various HR projects;
  • To develop HR analytics, implementation on AI recruitment,
  • Developing tools enhancing HRBP skills and work process improvement, etc,
  • To act as HRBP to provide timely and professional HR solutions to few departments.

Requirements:
  • Degree in Human Resources, Business Studies or equivalent
  • 12 years or above HR experience with working exposure in HR analytics from designing the framework, using analytic tools to generate management reports
  • All rounded HR experience is preferable
  • Flexible mindset to accept different kinds of challenges
  • Well-adapted to fast pace working environment with passionate working attitude
  • Preference will be given to those withlife insurance/financial institutions working experience
  • Mature, confident, self-motivated, proactive & willing to learn
  • Can work independently as well as in a team
  • Able to work under pressure and tight timeline
  • Good language ability and computer skills
  • Proficient in spoken & written English & Chinese (Cantonese & Putonghua)

Last updated on 2024-02-21 at 5pm
Insurance - Life
Post:  Assistant Manager, Corporate Communications
Salary:  negotiable

Client: a listed financial company.

The Role and Key Responsibilities:
  • Assist in development of communications toolkits and platforms to facilitate effective internal and external communications.
  • Provide communications support for a wide range of stakeholder engagements, covering both internal and external stakeholders concerning employees, business partners, government, lawmakers, regulators, business associations, academic institutions, community organizations, and NGOs, etc.
  • Support corporate events and business activities.
  • Digital Communications.
  • Editorial and Content Development
  • Media Relations
  • Reputational Risks Management
  • General Functional Support

Requirements:
  • Bachelor degree in Communications, Journalism, Public Relations, Marketing or Translation.
  • At least 5 years’ experience with all-rounded exposure to Corporate Communications functions.
  • Experienced in execution of communications, CSR and media activities. Excellent project management skills.
  • Expertise in media relations (including both traditional and new media), digital communication, crisis management and stakeholder engagement are mandatory.
  • Experienced in financial communication with good understanding of financial industry, have good media and business network
  • Excellent communication and presentation skills with high proficiency in spoken and written English and Chinese (Cantonese and Mandarin).
  • A solution provider and good team player with agility, positive can-do attitude and acute business sense to achieve business goals. Ability to work with people at all levels and drive cross-department collaboration and business results.
  • Hands-on and detail-oriented, result and quality driven. Able to handle multi tasks and deliver quality work in a fast-paced business environment, deadline conscious.
  • Demonstrated analytical, problem solving abilities.
  • Highly proficient in Microsoft Office applications, PowerPoint, Excel.
  • Resourceful, creative and willing to go extra miles to achieve greater outcome.
  • Mature, positive, able to work independently with minimal support and guidance.

Last updated on 2024-02-21 at 5pm
Insurance - Life
Post:  Senior Officer (Operations Transformation) - Contract
Salary:  negotiable

Client: financial company.

Key Roll: System & Process Improvement

Responsibilities:
  • Coordinating with different parties and participating in various operations transformation projects, involving system enhancement and UAT to maintain and ensure smooth system operation.
  • Be responsible for system related investigation and support.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 5 years or above working experience in operations transformation, underwriting, claims or user acceptance test (UAT)
  • Strong analytical and problem solving skill
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 7pm
Accounts
Post:  Accounting Manager (Financial Reporting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist the Senior Accounting Manager to handle group reports to the bank, statutory/regulatory reports and filing to regulators, tax computations and filing to the tax authority, reconciliation, investment valuation, audit committee and board meeting material preparation etc.
  • Perform ad-hoc assignment as required.
  • Assist the supervisor to conduct financial analysis as requested and enhance the internal workflow continuously.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 10 years solid accounting experience with exposure on life insurance industry with focus on financial accounting and reporting is preferable
  • Knowledge of IFRS17 and taxation are advantageous
  • Good interpersonal and communication, problem solving and analytical skills
  • Detail-oriented, independent, able to work under pressure to meet tight deadlines
  • Highly adaptable to changes with flexible and positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Actuarial Assistant/Actuarial Associate (Contract)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Assisting for one or more aspects of the actuarial functions including valuation and asset-liability management.

Requirements:
  • Degree in Actuarial Science, Mathematics or Statistics.
  • 1 year actuarial experience in life insurance industry.
  • Excellent mastery of Excel & Access.
  • Knowledge of AXIS is a definite advantage.
  • Good presentation, problem solving and interpersonal skills.
  • On progress of acquiring SOA qualification
  • Adaptable to fast changing working environment

Last updated on 2024-02-18 at 12pm
Office Administration/Estate Management
Post:  Administration Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Report to the Head of the Office Administration.
  • Providing effective operation of general administration services functions such as preparing office procurement, annual administrative budget, monitor and control expenditure proposals, reports, correspondences the whole process of office operation projects, policy review, office administrative support
  • Any ad-hoc projects as necessary.

Requirements:
  • Bachelor degree or above in Business Administration or related disciplines
  • Over 8 years’ experience in admin, of which at least 3 years at management level.
  • Excellent problem-solving skills with strong numerical sense and detail minded with the ability to handle multiple tasks independently.
  • Responsible, self-initiative and detail minded with strong in planning, analytical, organizing and interpersonal skills.
  • Proficiency in MS Work, Excel, PowerPoint and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Office Administration/Estate Management
Post:  Administration Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To supervise a team of 3 in providing full spectrum of office administrative support, includes office equipment & facilities maintenance, cleaning services, AV equipment, multi-function device and regular housekeeping, fixed asset management, safety office environment maintenance, etc.
  • To liaise with Building Management office (e.g. fire drill, office safety), service providers, contractors for all the office facility maintenance and service improvement
  • Handling procurement of office appliances, equipment & sundries; including travelling and accommodation
  • To participate in Ad hoc project as assigned and act as the BCP Coordinator
  • Support / back up reception desk if required

Requirements:
  • Degree holder
  • Minimum 5 years or above experience in office administration with good exposure in office administration.
  • Proficiency in MS Word, MS Excel, MS PowerPoint and Chinese Word processing

Preferred skills
  • Applies knowledge of company processes, systems and procedures and ability to utilize a broad range of administrative skills
  • Capable of building networks with suppliers and service vendors
  • Planning and organizing skills
  • Communication skills both in written and verbal
  • People management skills
  • Building people capability

Last updated on 2024-02-18 at 12pm
Insurance - GI
Post:  Administrative Assistant/Officer (GI marketing team) - 2 vacancies
Salary:  negotiable

For an international broker.
Position offered depends on the individual's experience.

Responsibilities:
  • Provide administrative and general support to marketing team (including system input, scanning, electronic data filing, mailing, policy issuance…etc)
  • Monitor policies/endorsements/declarations to/from insurers/clients
  • Prepare renewal and quotation slips
  • To assist in ad-hoc duties when required

Requirements:
  • University graduate or professional qualification in general insurance
  • At least 2 years of general insurance experience preferably in broking firm
  • With IIQE Paper 1 & 2 qualification will be an advantage
  • Proficiency in MS Office (Word, Excel, PowerPoint and Chinese word processing)
  • Good communication skills, proactive and willing to take initiative
  • Proficiency in written and spoken English, Cantonese and Mandarin
  • Immediately available is highly preferred

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Administrator II (Pensions Operations) – Perm and Contract
Salary:  negotiable

Responsibilities:
  • Perform daily MPF administration functions of employer/member enrolment, contribution, termination and data change within the company under minimum supervision.
  • Manage assigned MPF scheme accounts to comply with the regulatory and service requirements
  • Handle simple enquiries in a timely and professional manner and escalate issues or problems to manager in a timely manner.
  • Follow up with clients on problem cases for the completion of business processes.
  • Assist in ad-hoc tasks if required.

Requirements:
  • A HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder or above.
  • 1 year pensions administration experience preferred
  • Knowledge in basic MPF and customer service principle.
  • 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

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Agency Marketing and Promotion Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the Department Head for managing the agency marketing and promotion team,
  • To provide various sales and promotion program for agency force,
  • Designing and implementing incentive program, planning and executing convention and annual award presentation.

Requirements:
  • Degree or above, preferably in Business Studies or relevant disciplines
  • 7 years working experience in agency marketing and promotion (at least 3 years at supervisory level)
  • Positive, target-oriented, passionate and energetic
  • Excellent interpersonal and presentation skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese word processing is critical
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Agency Support & Administration Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Be responsible for providing administrative support to agency channel,
  • Assisting to handle agency enquiries,
  • Supporting arrangement of agency licensing and on boarding logistics,
  • Assisting in various projects and assignments.

Requirements:
  • Degree holder, preferably in Business Studies or relevant disciplines
  • 5 years or above relevant experience in life insurance industry.
  • Self-motivated, attention to details and be able to work under pressure
  • Excellent customer services and communication skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese word processing is critical
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered as Senior Officer.

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Analyst, Quality Assurance (12-month)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Default Contribution Payment Preparation
  • Permanent Departure (PD) Preparation
  • Maintain and update Complaint register and work items through the system
  • Prepare monthly reporting to Trustee and Compliance team
  • Ad hoc tasks when required

Requirements:
  • University graduate preferred with at least 1 year's working experience in Pension industry
  • Basic knowledge of MPF / ORSO Ordinance and Regulations
  • Good communication and analytical skill
  • Good spoken and written English and Chinese

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Business Development Manager (Life & Health (Broker and IFA channel))
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Provide professional and efficient support to business partners including consultants and maintain a strong relationship with them
  • Manage assigned Financial Intermediaries and to generate sales growth to achieve sales target
  • Explore & develop new sales opportunity
  • Perform a consultancy role in helping strategic partners to establish or build up their sales team in insurance products
  • Conduct sales training and product briefing to the intermediaries

Requirements:
  • University Degree
  • At least 8 years in sales and marketing experience in life insurance with solid exposure to Broker and IFA channel
  • With at least 4 years experience as business development manager role
  • Proven sales record in the FI channel
  • Fluent in Mandarin (both speaking and writing) and English

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Claims Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the superior(s) for managing the claims team to provide quality claims services to both internal and external customers
  • Handle day-to-day claims operations, preparation of various management reports, adjudicating claims cases with prescribed limits
  • Conducting claims related training to internal and external customers.
  • To assist in departmental projects/initiatives to ensure continuous improvement of the claims services.

Requirements:
  • Degree holder, preferably with professional insurance qualification (e.g. FLMI or CFP).
  • 5 years of relevant working experience in life claims (at least 2 years at supervisory level)
  • Good communication skill with customer-centric mindset
  • Strong analytical and problem solving skills
  • Able to work under high pressure with professional business acumen
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Accounts
Post:  Assistant Manager (Accounts Reconciliation)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Preparing and reviewing accounts and bank reconciliation to comply with Corporate Standard, prepare account reports and documentation.
  • Prepare / Review various types of accounts including but not limited to payables, receivables, control accounts etc.
  • Review month end journals
  • Prepare balance sheet schedules / report for month end
  • Prepare year end audit schedules and requests
  • Maintains documentation on account reconciliation process
  • Assist on Frontier Project
  • Ad hoc tasks on request

Requirements:
  • Degree holder in Accounting/Finance
  • 6+ years of finance and accounting experience.
  • Insurance experience is preferred
  • Proficient in Microsoft Excel a MUST
  • Possess strong communication skills
  • Able to work and think independently
  • Fluent in Cantonese and English, good written skills in English

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Manager (Digital Innovation and Growth (Platform Management & Innovation Deployment))
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Responsible for overall project management to ensure timely and quality delivery of projects.
  • Work closely with the project team to define all possible user scenarios to design the user journey and user stories.
  • Gather and analyze business and user requirements with stakeholders upon the strategic directions and intended outcome of the projects
  • Develop and maintain a deep understanding of the business and operations to facilitate IT development related process.
  • Collaborate with the IT team to transform business and user requirements to functional specifications, UAT plan, health check plan and training materials.
  • Liaise with both internal resources / stakeholders and 3rd parties / vendors for smooth delivery of projects.
  • Manage stakeholders’ expectation to facilitate project implementation.
  • Create and maintain project documentation, plans and reports for alignment between different stakeholders.

Requirements:
  • Bachelor’s degree in computer science, business, information system management or relevant field.
  • Minimum 4 years’ experience in digital project management (eg. Website / Mobile app implementation), business analyst, or related position, preferably with bank or insurance companies.
  • Up-to-date on the latest trends, technologies, and digital development of banking & insurance sector.
  • Proactive problem solver, with “can do” attitude and “growth” mindset.
  • Highly organized, with excellent time management skills.
  • Proficient in MS Office. Knowledge of project management methodologies such as Agile, Waterfall, is preferred
  • Good command of both written and spoken Chinese and English
  • Good understanding of Figma, Sketch, Adobe XD, Jira and Confluence will be an advantage

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Manager (L&H Strategic Operational Initiatives Project)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting Project Managers to execute and manage projects in order to deliver on the Client for Life strategy, included but not limited to strategic and digital initiatives in Life Operations,
  • Process re-engineering and automation to streamline work processes and improve client experience.
  • Partner with stakeholders within Life Operations Departments to implement system enhancement projects for better operational efficiency or fulfillment of regulatory requirements and compliance governance
  • Roll out strategic and digital projects as planned
  • Ad-hoc support/tasks as required

Requirements:
  • Bachelor degree holder, preferably in Business Administration or Information Systems
  • At least 5-8 years in Life Insurance industry with extensive knowledge in life products and operations
  • Solid experience in business analysis (e.g. prepare user requirement documents. perform user acceptance test etc.)
  • Self-driven with proven track record to deliver initiatives, with good analytical and problem solving skills
  • Excellent communication and interpersonal skills
  • Strong PC skills including MS Word, Excel, PowerPoint, Visio & MS Project
  • Proficient in both spoken & written English and Chinese

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Manager (MPF Compliance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support Compliance Manager in the set up and implementation of compliance processes, procedures and controls in pension administration
  • Support in monitoring compliance with applicable regulatory requirements of MPF legislation, data privacy, AML CRS, etc relating to Pension administration, including matters relating to migration of data and transactions of existing MPF Schemes;
  • Perform and assess compliance risks and conduct compliance reviews and offer advice to operational functions in deriving measures and controls to mitigate the identified gaps;
  • Investigate and report compliance events to internal and external stakeholders including relevant regulators. Monitor rectification and preventive actions undertaken by operational functions;
  • Liaize with regulatory authorities, trustees and other relevant external stakeholders on interpretation and application of regulatory requirements; and
  • Support other ad hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • At least 6 years’ experience in pension administration with 3 years involving in compliance, quality assurance or monitoring of operational controls related duties;
  • Solid knowledge with MPF and ORSO legislation and other applicable laws, such as, data privacy, AML and CRS, etc in pension administration business;
  • Good understanding of internal control framework and controls measures for pension administration functions and processes;
  • Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and possess experience in communication and negotiation with regulatory authorities;
  • Strong analytical, good interpersonal skill and capable to attend to details;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline.

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Manager (Service Management)
Salary:  negotiable

For an international life insurance company.

Responsibilities:
  • An experienced Continuous Service Improvement and Governance professional to continually improve the effectiveness and efficiency of IT processes and services, in line with the concept of continual improvement adopted in IT Transformation Plan.
  • Defining, measuring and trending KPIs and process metrics.
  • Gathering and analyzing requirements to improve existing Service Now Tool.
  • Developing, managing, and maintaining the CSI process and associated procedures.
  • Liaison with multiple groups (including technology and non-technology) to ensure service level targets are met, customer satisfaction remains high, and escalations occur in a timely manner
  • Liaison with multiple groups (including technology and non-technology) to ensure SNOW requirements are validated and implementation is planned in a timely manner
  • Carries out tracking of backlog related to ITIL process ( e.g.: Service request, CMDB)

Requirements:
  • University Graduate and above from Information Technology/Business Management discipline
  • Over 5 years of experience in IT field with at least 3 years in Service Management
  • ITIL V3/V4 Certification in ITIL Continual Service Improvement module
  • Ability to Conduct Continuous Service Improvement activities, prepare reporting and operational reviews (including analysis of SLAs) and provide full instrumentation of vital processes to drive transparency and accountability
  • Strong communication, collaboration, and inter-personnel skills
  • Strong influencing and negotiation skills to get buy-ins from the business stakeholders and Regional and Corporate
  • Excellent analytical skills

Last updated on 2024-02-18 at 12pm
IT
Post:  Assistant Manager (Testing Centre, Pensions Operations)
Salary:  negotiable

Responsibilities:
  • Test scope definition: Gathering input on MPF business scenarios from business representatives and manage creation of test cases and acceptance criteria. Validate test case selection and obtain sign off from business leaders and test lead on scope. Document end-to-end test strategy and oversee documentation of any associated requirements as necessary.
  • Test execution preparation: Oversee identification of test data across a team of testers and plan for execution in detail. Define requirements for test environment/data refresh and collaborate with appropriate project managers to fulfill requirements. Oversee resource plan and provide resource support requirements to Project Management Office and business leadership
  • Test execution: Oversee end-to-end test execution across a team of testers and facilitate resolution of issues relating to the testing. Coordinate with key stakeholders to execute testing in accordance to timeline
  • Cutover verification coordination: Coordinate cutover verification planning and aggregate verification activities from business representatives. Facilitate cutover verification preparation and document high level activities and resource requirements in provided templates. Coordinate team resources during cutover and facilitate / oversee execution. Report cutover verification completion to Project Management Office and facilitate escalation / resolution of issues.

Requirements:
  • University Degree with solid working experience in Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Assertive and able to build professional relationships with a variety of different teams and clients
  • Experience in pensions system implementation or data migration will be an advantage
  • Experience of Microsoft Office software (Word, Excel, PowerPoint, Visio)
  • Excellent written and verbal communication skills including negotiation, diplomacy and facilitation skills

Last updated on 2024-02-18 at 12pm
Accounts
Post:  Assistant Manager (Treasury Operations, Finance)
Salary:  negotiable

For a listed financial company.

Responsibilities:

A. Support Investment Operations tasks for the Group :
  • Ensure timely trade matching and settlement of investment orders via Custodian online platform, and settlement for the commitment of private placement
  • Follow up any failed trade with Investment Team, brokers and custodian
  • Monitor custodian cash balances for various investment - portfolios
  • Handle security lending with lending agent and custodian
  • Handle account opening for new custodian and broker accounts and account management
  • Handle enquiry and KYC (Know Your Customer) request with fund managers, brokers and custodian
  • Work closely with Investment Team for timely and accurately investing surplus cash in long term investment and short term Money Market Fund for investment portfolios
  • Participate in Investment Operations related projects

B. Support Treasury tasks to review the daily cash management package and fund transfers :
  • Review the daily cash management package for all the company entities, online banking fund transfer instructions such as payment to policyholder, Interco fund transfer, transfer to custodian for trade settlement prepared by teammate, and act as a backup to prepare the daily cash management package if required
  • Monitor the cash balance and invest the surplus cash in Money Market Fund or time deposit to maximize the return for cash pending for investment
  • Handle Treasury related enquiry, such as Faster Payment and oversea telegraphic transfer rejections, compliance checking request from the bank for banking transactions
  • Handle bank account opening, account review, KYC (Know Your Customer) and apply new banking services with the banks and payment vendor
  • Participate in Treasury and new Payment Channel related projects

Requirements:
  • University graduate or above in Accounting, Actuarial, Financial or other related discipline.
  • Qualified professional accountant or at the final stage of qualification
  • Minimum 5 years of accounting, treasury or investment operation experience at a supervisory level, preferable obtained in the insurance industry
  • Good knowledge of bonds and equities. Familiar with settlement cycle and trade support process
  • Strong analytical skills with good business sense
  • Good team player, able to work independently and under pressure
  • Good communication skills in both spoken and written English and Chinese
  • Advanced PC skills such as MS Word, Excel and PowerPoint

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Manager (Underwriting & New Business)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist Manager to develop underwriting guidelines, procedures and practices with an aim to create positive client experience, maintain market competitiveness and compliant with regulatory requirements
  • Handle enquires from distribution channels
  • Organize and deliver training to the team to support development and enhance competency level
  • Perform risk assessment within the specified authorization limits
  • Provide second approval of referred applications from junior underwriters
  • Ensure the assigned tasks comply with the Company’s New Business Policy & Procedures, Underwriting Guidelines and Rules and service pledges
  • Make recommendations and execute process streamlining and service improvement initiatives
  • Allocate work and monitor productivity and work quality to ensure consistency and accuracy of output
  • Handle ad-hoc assignments, including product development and system enhancement projects

Requirements:
  • University degree with major in any business related discipline; LOMA holder
  • At least 5-6 years' experience in underwriting with a minimum of 2 years' supervisory experience
  • Excellent analytical and problem solving skills with good business sense
  • Good client servicing mindset with good interpersonal skills
  • Good language proficiency in spoken and written English and Chinese (Mandarin)
  • Good language proficiency in spoken Cantonese is a plus
Proficient user in MS Office applications
Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Manager, Compliance
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support Compliance Manager in the set up and implementation of compliance processes, procedures and controls in pension administration
  • Support in monitoring compliance with applicable regulatory requirements of MPF legislation, data privacy, AML CRS, etc relating to Pension administration, including matters relating to migration of data and transactions of existing MPF Schemes;
  • Perform and assess compliance risks and conduct compliance reviews and offer advice to operational functions in deriving measures and controls to mitigate the identified gaps;
  • Investigate and report compliance events to internal and external stakeholders including relevant regulators. Monitor rectification and preventive actions undertaken by operational functions;
  • Liaize with regulatory authorities, trustees and other relevant external stakeholders on interpretation and application of regulatory requirements; and
  • Support other ad hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • At least 6 years’ experience in pension administration with - 3 years involving in compliance, quality assurance or monitoring of operational controls related duties;
  • Solid knowledge with MPF and ORSO legislation and other applicable laws, such as, data privacy, AML and CRS, etc in pension administration business;
  • Good understanding of internal control framework and controls measures for pension administration functions and processes;
  • Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and possess experience in communication and negotiation with regulatory authorities;
  • Strong analytical, good interpersonal skill and capable to attend to details;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Manager/ Manager, Provider Services and Support (Pension)
Salary:  negotiable

For a listed financial company.
  • *Position offer depends on the individual's experience.

Responsibilities:
  • Understand the overall administration process flow and all relevant data fields to prepare the discussion for trustee onboarding for a centralized pension platform;
  • Coordinate with external and internal stakeholders to strategize and plan the trustee onboarding, including data mapping, data cleansing, dress rehearsal, data migration, and post-migration checking;
  • Ensure compliance with regulatory requirements and guidelines for all migrated data;
  • Build and maintain a good working relationship with MPF trustees & product sponsors by meeting the business, regulatory, and service needs;
  • Assist to develop operation transitional arrangement & communication plan for respective MPF trustees during trustee onboarding;
  • Ensure the team meets the project deadlines, identify and eliminate any potential risks that may delay the timeline.

Requirements:
  • 5+ years of solid experience in pension services or investment-related industry;
  • Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
  • Capacity to multi-task, manage time effectively and work under pressure even with fixed deadlines;
  • Attentive to detail in a fast-paced environment;
  • Strong analytical, interpersonal, and communication skills;
  • Excellent command of spoken and written English and Chinese;
  • Bachelor's degree or equivalent education and or experience is required.
  • Candidate with more experience may be considered the position (b>Manager (Provider Services and Support</b>.

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Manager/ Senior Executive (Operational Risk Management)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Assist in Implementing the risk frameworks and/ or control measures of the Unit Trust/Mutual Fund, Bonds, Stocks, Insurance and Pension business;
  • Review policies and procedures to analyse the compliance/operation risks in systems, services and operations;
  • Assist in conducting work flow monitoring to identify possible risk events and provide recommendations to enhance control weaknesses;
  • Perform regular and/or ad hoc risk assessment/review, audit, gap analysis against internal and/or regulatory requirements;
  • Assist in preparing management reports on compliance and operation risk related review results;
  • Handle ad-hoc projects.

Requirements:
  • Degree holder preferably in Risk Management, Economics, Business Administration, Psychology, Law or related disciplines;
  • 1-3 years of experience in risk management and/ or compliance in financial sector for a senior role;
  • Detail-minded and attentive to details;
  • Proficient in written and spoken English and Chinese;
  • Self-motivated, strong analytical and coordination skills;
  • Committed, responsible, and willing to work under pressure;
  • Fresh graduates are welcomed to apply;
  • Candidates with more experience may be considered as Assistant Manager, Risk Management.

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Assistant Manager/Manager (Client Management - Pensions and Group Insurance)
Salary:  negotiable

For a listed financial company.

  • *Position offered depends on the individual's background.

Responsibilities:
  • To build and maintain the trusted relationships with VIP clients in order to achieve VIP portfolio retention
  • Conduct regular meetings with clients and their employees to enhance the overall experience to the Company’ pensions and group insurance
  • Collaborate with internal and external counterparts to resolve client enquiries quickly and effectively
  • Drive the new initiatives to generate new business opportunities from existing clients through strong collaboration with other relationship managers and channels
  • Co-ordinate in regular and ad hoc projects and prepare reports and analysis for clients

Requirements:
  • Bachelor Degree, preferable in Business Administration or related disciplines
  • Minimum 5-6 years of working experience in the pensions and group insurance field as well as the functions including client servicing, sales and marketing
  • Experience in sales or worksite marketing is preferred
  • Able to handle projects independently
  • Customer-oriented mindset and strong problem-solving attitude
  • Good command of spoken and written English and
  • Chinese Use of computer software, including Word, Excel and PowerPoint

Last updated on 2024-02-18 at 12pm
Accounts
Post:  Assistant Manager/Manager (Financial Management)
Salary:  negotiable

For a listed financial company.

  • *Position offered depends on the individual's experience.

Responsibilities:
  • Be responsible for expense management control and monitoring by departments, business case review, policies review and annual budgeting exercise
  • Act as a business partner with assigned departments on expenses related matters

Requirements:
  • Degree holder in Accountancy, Finance, Business Administration or equivalent
  • Professional qualifications of CIPS and/or CPSM will be an advantage Professional qualifications of CIPS and/or CPSM will be an advantage Professional qualifications of CIPS and/or CPSM will be an advantage Qualified Accountant
  • At least 10 years (or 6 years for AM grade) working experience in financial institution or life insurer with cost control experience
  • Perform expense management control and monitoring for assigned departments including due diligence of their business cases
  • Perform annual review of financial management related policies according to the latest version of the parent company.
  • Assist due diligence on large amount procurement reports and vendor management
  • Arrange training to staff on expense management
  • Assist the execution of annual budgeting process
  • Ad-hoc assignments
  • Strong interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Fluent in both spoken and written English and Chinese, including Mandarin
  • Excellent computer skills in PowerPoint, MS Word, Excel & Chinese Word Processing

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Marketing Manager (Channel Marketing) - contract
Salary:  negotiable

For a listed financial company.

Key Role:
  • Be responsible for developing and implementing marketing strategies for the company's various distribution channels, including agents, brokers, and other intermediaries.
  • To work closely with the Sales teams to ensure consistent and effective messaging across all channels.

Responsibilities:
  • Develop and implement marketing strategies to support the company's distribution channels, including agents, brokers, and other intermediaries
  • Collaborate with Sales and Marketing teams to ensure alignment of messaging and goals across all channels
  • Conduct market research and analyze trends to identify opportunities for growth and improvement in channel marketing efforts
  • Plan and execute marketing campaigns and initiatives to drive channel engagement and sales
  • Product souvenirs and VIP gifts
  • Develop and maintain relationships with key stakeholders in the channels, including agents, brokers, and other intermediaries
  • Create and maintain marketing materials and resources to support the channels, such as sales presentations, product information sheets, and training materials
  • Provide training and support to channel partners to ensure they have the knowledge and resources needed to effectively sell the company's products
  • Monitor and report on the effectiveness of channel marketing efforts, and make recommendations for improvements
  • Manage channel marketing budgets and expenses
  • Keep up-to-date with industry trends and best practices in channel marketing

Requirements:
  • Bachelor's degree in marketing, business administration or a related field
  • With 3-5 years of experience in channel marketing or a related field, experience in insurance industry is a plus
  • Strong understanding of the insurance industry and distribution channels
  • Familiar with digital marketing channels, including social media and email marketing
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with key stakeholders. Excellent written and verbal communication skills
  • Strong project management skills, with the ability to manage multiple projects and priorities
  • Experience in developing and executing marketing campaigns and initiatives or creating marketing materials and resources, such as sales presentations and product information sheets is preferred
  • Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
  • Experience with marketing automation and CRM tools is a plus
  • Ability to work independently and as part of a team and attention to detail and ability to multitask

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Assistant Officer (Group Client Management)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Build & strengthen relationship with the existing group VIP clients through regular visits, conducting member briefing and providing review services
  • Provide proactive renewal support to our agents and brokers on the renewal quotation and negotiate the renewal package with agents, brokers and clients
  • Handle end-to-end renewal process for the assigned cases such as preparing renewal quotation, providing underwriting suggestions and recommendations on benefit design based on the claim data analysis and clients' needs.
  • Partner with all stakeholders to secure renewal of group policies and follow through the subsequent renewal documents with the clients and Group Administration teams, ensure the delivery and quality of renewal service is aligned as agreed with our clients.
  • Provide support to the distribution channels and Sales Team for new business cases
  • Handle general enquiries from intermediaries & clients and act as a bridge between the client and operations team for resolving the administrative or claims issues.
  • Prepare regular & ad-hoc reports and assist in ad-hoc projects whereas required

Requirements:
  • Bachelor Degree with a 3 years experience in group insurance, candidate with underwriting knowledge is preferable
  • Passed in IIQE Paper 1 & 3
  • Excellent presentation, communication and negotiation skills
  • Sensitive to figures and able to make recommendations based on the claim data analysis
  • Good team player & able to work independently and under pressure
  • Proficient in MS Excel, PowerPoint and Word

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Officer (Pensions Operation)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform checking on other's team member's work and manage the assigned accounts of MPF scheme including but not limited to handle all processing and servicing transactions within service requirement and regulatory guidelines.
  • Able to perform and review majority of processing transactions in an accurate and timely manner.
  • Assist in process streamlining and service improvement projects or UAT etc.
  • Assist in staff training and/or involves in job rotation where necessary.
  • Handles enquiries from clients and escalate client issues or complaints in a timely manner.

Requirements:
  • HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder.
  • 2-3 years working experience in pension industry
  • Good PC skills in Word, Excel and Access
  • Fast and accurate typing (English and Chinese)
  • Fluent in English and Cantonese

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Officer (Policy Administration)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support daily production on all policy changes in comply with our service standard and company guidelines
  • Handle inquiries with different parties, including internal departments and agency
  • Work on administration duties such as report checking, cheque collection and dispatch, manual letter preparation, stale cheque coordination
  • Participate in projects for service enhancement
  • Ad-hoc duties as assigned

Requirements:
  • Bachelor Degree holder, candidate with LOMA designation is preferred
  • 2-3 years of solid experience relating to life insurance policy administration
  • Good language proficiency in spoken and written English and Chinese (Mandarin)
  • Good language proficiency in spoken Cantonese is a plus
  • Hand-on experience in MS office and Chinese typing
  • Detail-minded with high level of accuracy
  • Good team player and willingness to learn

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Assistant Operation Manager/Senior Operation Executive (ORSO ePension Services)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in the development of a ground-breaking fintech platform for the Pension industry;
  • Identify operational inefficiencies, advise senior management on insights and work with the project team to implement process improvement initiatives to increase efficiency and scalability;
  • Design, develop and implement operational policies and procedures to improve overall efficiency;
  • Oversee day-to-day operations of the pension department, ensuring efficient and effective service delivery after services in operation;
  • Ensure compliance with regulatory and internal policies and procedures;
  • Collaborate with cross-functional teams to ensure seamless service delivery and execution of platform releases and updates

Requirements:
  • At least 3 years of solid operations experience in pension services, fintech or investment-related industry;
  • Bachelor's degree or equivalent education and or experience is required;
  • Experience in pension or fintech project management is preferred;
  • Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
  • Attentive to detail in a fast-paced environment;
  • Strong analytical, interpersonal, and communication skills;
  • Passionate about fintech platform development and has an innovative mindset, not simply following established norms and practices
  • Experience in ORSO scheme administration will be an advantage.

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Assistant Policy Administration Manager (AML)
Salary:  negotiable

Client: listed financial company.

Responsibilities:
  • Be responsible for handling compliance related tasks,
  • Anti-Money Laundering (AML) related policy review,
  • Performing AML regular review exercises and Enhanced
  • Due Diligence (EDD) on high risk customers,
  • Providing administrative support and other ad-hoc tasks as required.

Requirements:
  • Diploma holder or above with professional insurance qualification (e.g. FLMI, ACS, CAMS)
  • 6 years’ experience or above in life insurance, preferably in policy administration
  • With AML related knowledge and working experience
  • Strong analytical, interpersonal and communication skills
  • Detail minded and proactive, with strong sense of responsibility
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Accounts
Post:  Assistant Scheme Accountant (Fund Accounting)
Salary:  negotiable

For international insurance companies.

Responsibilities
  • Perform daily finance tasks in accordance with prevailing procedures and timelines including placing investment order/ fund transfer instruction after reconciling with all supporting documents / reports
  • Updating unit prices in system for contributions allocation / benefit payment for retirement fund members
  • Review payment requisition and prepare payment cheques
  • Perform reconciliations for supervisor’s preparation of monthly reports for trustees
  • Assist in the preparation of year-end financial statements and audit schedules
  • Assist in handling system enhancement projects
  • Provision of timely information for preparing financial related management reports to facilitate monitoring of schemes
  • Handle group tasks and rotation jobs

Requirement:
  • Diploma in Finance/ Accounting or any equivalent disciplines
  • At least 3 year of working experience in finance or accounting field. Candidates with pension related experience are preferred.
  • Attentive to details, organized with good numerical sense
  • Proficient in MS Office applications. Strong Excel skills such as Pivot Tables and/or VBA Macros will be a plus.
  • Familiar with Access will also help
  • Good communication skills in both English and Chinese

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Associate (Channel Operations and Sales Support)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Execute on channel administration including new business partners on boarding, maintenance and licensing
  • Responsible for administration of sales support to business partners including training, sales & marketing materials, premium items and other sales support items
  • Manage enquiries from business partners regarding sales and administration support
  • Provide support on business quality control and execution
  • Responsible for general department administration and preparation of channel reports
  • Assist in the implementation of sales support initiatives, channel communication and marketing program


Requirements:
  • High diploma or above
  • Minimum 4 years of relevant working experience
  • Proficient in major MS Office tools
  • Able to handle multiple tasks simultaneously and independently
  • Strong problem solving and communication skills
  • Good in written and spoken English and Chinese, fluent in Mandarin and English.

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Associate Director / Senior Manager, Business Development (Agency Channel)
Salary:  negotiable

client: a listed financial company.

Responsibilities:
  • Lead the team to achieve sales targets by the Company
  • Expand the distribution channel by increasing productivity and no. of productive distributors
  • Perform on-going review and refinement on distribution model to ensure its effectiveness
  • Oversee and monitor sales compliance of the channel
  • Assist to design and implement sales & marketing strategies to distribution channel as well as the subsequent monitoring and status update
  • Supervise subordinate to implement sales & marketing strategies to the distribution channel
  • Empower the team’s knowledge and skills through appropriate training and guidance
  • 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 10 year relevant experience with minimum 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
Strong understanding of customer needs and behaviors
  • Good spoken and written English and Chinese
  • Use of computer software incl. words, excel and PowerPoint

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Business Development Executive (ORSO ePension Services)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Participate in the development of a ground-breaking fintech platform for the Pension industry;
  • Identify and develop new business opportunities in the pension industry;
  • Develop and implement sales strategies to achieve revenue targets;
  • Conduct market research and analysis to identify trends, opportunities, and threats;
  • Build and maintain relationships with new and existing B2B partners
  • Organize marketing events and identify potential clients for follow-up;
  • Collaborate with internal teams to develop and launch new fintech platform, products or services;
  • Attend industry events, conferences, and seminars to network and stay up-to-date with industry trends;
  • Prepare and present sales proposals, presentations, and reports to senior management.

Requirements:
  • Bachelor Degree preferably in Finance, Business, or Information System;
  • 0-2 years' account management experience; candidates with more experience may be considered as the Senior - Business Development Executive;
  • Having knowledge of any fintech business, financial products and pension industry is a plus;
  • Strong oral, written and interpersonal communication skills, with the ability to present ideas to various audiences and facilitate active engagement with clients;
  • Experience in IT project development (e.g. providing user requirements, conducting UAT and etc.) or holding an MPF intermediary or SFC License Type 1, 4 would be an advantage;
  • Fresh graduates are welcome to apply.

Last updated on 2024-02-18 at 12pm
Insurance - GI
Post:  Claims Executive
Salary:  negotiable

For General Insurance company.

Responsibilities:
  • Handle all claims enquiries & matters of General Insurance and Reinsurance in accordance with the company’s procedures and guidelines.
  • Manage & follow up outstanding claims proactively.
  • Perform claims administrative tasks such as data entry, checking of claims document, filing, etc.
  • Assess, negotiate and settle claims under the supervision of Claims Manager. 5. Deal with other ad hoc tasks to be assigned by superiors.

Requirements:
  • Diploma or above in insurance or related disciplines
  • Possession of ACII/ANZIIF is preferred 3. 2-3 years working experience in handling General Insurance claims, especially in Motor & Employee Compensation
  • Good command of both spoken and written English and Chinese.
  • Proficient in Microsoft Office application.
  • Self-motivated, detail-minded, responsible with good negotiation and communication skills

Last updated on 2024-02-18 at 12pm
Insurance - GI
Post:  Client Manager / Senior Client Manager (Japan Market)
Salary:  negotiable

Client: General Insurance Brother.

Responsibilities:
  • Manage daily corporate customers’ enquiries related to general insurance and employees’ benefits
  • Support daily insurance administrations, i.e. employees movement notices, risks additions/terminations,
  • Liaise with insurers, and business partners for quotations
  • Assist team manager to develop and manage new business opportunities
  • Drives business growth from existing and new business partners
  • Prepare sales proposals and market comparison

Requirements:
  • Proactive, result-oriented, and good business manner
  • Willing to learn insurance
  • Japanese speaking is a must with good command of English
  • Strong interpersonal and communication skills
  • Proficient in Microsoft Office, Outlook, Words, Excel, PowerPoints
  • Minimum 3-years of sales experience in any financial services
  • Degree holder or equivalent in any discipline

Last updated on 2024-02-18 at 12pm
Company Secretarial, Legal, Compliance
Post:  Company Secretary Manager
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
Reporting to Chief Legal Officer, the incumbent is expected to:
  • handle full spectrum of company secretarial duties to the Company and its Board of Directors in a professional and timely way
  • handle and deal with enquiries on company secretarial services and other regulatory/statutory compliance matters
  • liaise with internal clients and external lawyers on company secretarial related matters
  • formulate internal policies and guidelines for the Company in accordance with the statutory requirements, company secretary standards or Group standards
  • stay abreast of the changes to the relevant legislation and regulatory requirements and assess the impact on the Company’s business operations to ensure compliance
  • take up projects or other ad hoc assignments as requested from time to time

Requirements:
  • Bachelor degree in law or related discipline
  • Associate member of ICSA / HKICS
  • Minimum 8 years of company secretarial experience in insurance/financial institutions
  • Working knowledge in Insurance Ordinance, Banking Ordinance, Securities and Futures Ordinance, good understanding of the Hong Kong regulatory framework in respect of insurance/financial institutions is preferred
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, self-motivated and able to work in fast paced environment
  • A good team player, able to work proactively and independently
  • Proficient in spoken and written English and Chinese (Cantonese and Mandarin)

Last updated on 2024-02-18 at 12pm
Company Secretarial, Legal, Compliance
Post:  Compliance Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance
  • To maintain compliance programs in addressing market conduct, regulatory and internal requirements including but not limited to sales compliance, personal data privacy and FATCA and CRS
  • To support to new business initiatives and cultivate compliance awareness through organizing compliance training and review programs
  • To develop and monitor compliance to ensure that the company’s operations are in compliance with statutory, regulatory and internal requirements

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines.
  • Minimum 8 years relevant experience in life insurance compliance function.
  • Working knowledge in Insurance Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred.
  • Preference will be given to those with solid experience in market conduct, product and marketing materials review.
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, mature, confident, self-motivated and able to work in fast paced environment.
  • A good team player & able to work proactively & independently.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).

Last updated on 2024-02-18 at 12pm
IT
Post:  Contract Assistant Manager (System & Process)
Salary:  negotiable

For a listed financial company.

Contract period: until till Dec 2021

Responsibilities:
  • Coordinating with different parties and participating in various operations transformation project, system
  • Enhancement and system testing (UAT) to maintain and ensure smooth system operation
  • Be responsible for system related investigation and support.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 5 years or above working experience in operations transformation, policy administration or system testing (UAT), of which 1 – 2 years in supervisory level
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Customer Service (Representative/Senior Representative/Officer)
Salary:  16K - 25K

For a listed financial company.

Senior Client Service Representative or Officer position for more experience

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

Requirement:
  • Diploma holder or above
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Candidate with more experience will be considered for Senior Client Service Representative or Officerposition

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Customer Service Hotline (Representative) - few posts
Salary:  15K - 22K

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:
  • Diploma holder or above
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Candidates with more experience will be considered for Senior Client Service Representative position

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Customer Services Officer (1-Year contract)
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • Diploma or above (holding professional insurance qualification (e.g. IIQE, FLMI) is definitely an advantage)
  • 3 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 2024-02-18 at 12pm
Insurance - Life
Post:  Customer Services Officer (few posts)
Salary:  negotiable

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 2024-02-18 at 12pm
Insurance - Life
Post:  Digital Innovation and Growth Manager (Data Analytics)
Salary:  negotiable

For a listed financial company.

Key Role:
Reporting to the data scientist lead of digital innovation & growth department, acting as the data expert to bring insights to the CMO pillar and the entire corporate, to make informed business decisions, and to facilitate data project implementation.

Responsibilities:
  • Understand business priorities and requirements and find opportunities where analytics can build business value and insights.
  • Translate business needs into tangible analytics hypothesis, locate relevant data points and craft the end to end pipeline, including the frontend presentation design.
  • Be the domain expert and leading data analytics covering: customer experience, loyalty program, digital product, risk, and operational areas
  • Serve as the link with business users to develop, validate and implement successful data insight
  • Lead the end-to-end solution delivery and the key stakeholders involved
  • Be the ambassador for enterprise-wide adoption of data and analytics capabilities

Requirements:
  • Bachelor Degree holder with a demonstrated ability in customer analytics
  • With 5-10 years relevant experience in related field
  • Strong commercial sense and eye for business
  • Client (including internal clients) engagement experience strongly required
  • Proficiency in SQL and Python is a must
  • Knowledge in data pipeline, data modelling is highly preferred
  • Experience in leading development projects in FS industry preferred
  • Experience with MLOps/DevOps preferred

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Executive (Quality Assurance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
  • Assist in the execution of Quality Framework and Quality Plan for pension administration;
  • Conduct UAT testing;
  • Assist in updating procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
  • Perform ad-hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • Experience in pension industry or pension operation experience is an advantage;
  • Effective communication and interpersonal skills;
  • Self- motivated, detailed –oriented and willing to learn;
  • Proficient in both spoken & written English and Chinese;
  • Strong analytical, good interpersonal and organizing skills;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word);
  • Fresh graduates with demonstrated ability and interest in the position will be considered.

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Executive/ Senior Executive (Pensions Operations)
Salary:  negotiable

For a listed financial Company.

Responsibilities:
  • Participate in the setup of the infrastructure and operational processes for the ePension administration;
  • Design operational procedures, manual, and policies for the ePension operations;
  • Draft and review user and functional requirements, perform end-to-end UAT, and work closely with developers as a team;
  • Prepare meeting materials for meetings with external authorities and trustees, collect information, and incorporate them into functional requirements;
  • Proactively interact and collaborate with external and internal stakeholders to ensure project deliverables would be accomplished effectively;
  • Handle daily operations and processes ePension instructions such as Enrolment, Contribution, Investment Instruction, Transfer, Withdrawal and so on to ensure that all service levels are delivered according to the procedure;
  • Perform ad hoc tasks assigned.

Requirements:
  • 1-3 years of experience in pension or financial industry, pension operations experience is a definite advantage;
  • Familiar with operational requirements, related technology trends and other common challenges;
  • Capacity to multi-task, manage time effectively and work under pressure and to fixed deadlines with attention to detail in a fast-paced environment;
  • Strong analytical, interpersonal and communication skills;
  • Excellent command in spoken and written English and Chinese;
  • Bachelor's degree or an equivalent combination of education and experience is required;
  • Candidates with more experience may be considered the position Senior Executive, Operations.

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Executive/ Senior Executive, Operations (MPF Administration)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in the setup of the infrastructure and operational processes for the ePension administration;
  • Design operational procedures, manual, and policies for the ePension operations;
  • Draft and review user and functional requirements, perform end-to-end UAT, and work closely with developers as a team;
  • Prepare meeting materials for meetings with external authorities and trustees, collect information, and incorporate them into functional requirements;
  • Proactively interact and collaborate with external and internal stakeholders to ensure project deliverables would be accomplished effectively;
  • Handle daily operations and processes ePension instructions such as Enrolment, Contribution, Investment Instruction, Transfer, Withdrawal and so on to ensure that all service levels are delivered according to the procedure;
  • Perform ad hoc tasks assigned.

Requirements:
  • 1-3 years of experience in pension or financial industry, pension operations experience is a definite advantage;
  • Familiar with operational requirements, related technology trends and other common challenges;
  • Capacity to multi-task, manage time effectively and work under pressure and to fixed deadlines with attention to detail in a fast-paced environment;
  • Strong analytical, interpersonal and communication skills;
  • Excellent command in spoken and written English and Chinese;
  • Bachelor's degree or an equivalent combination of education and experience is required;
  • Candidates with more experience may be considered the position Senior Executive, Operations.
  • Fresh graduates are welcome to apply.

Last updated on 2024-02-18 at 12pm
Accounts
Post:  Financial Management Manager/Assistant Manager (Financial Planning & Analytics)
Salary:  negotiable

For a listed financial company.

  • *Candidate with less experience will be considered as Assistant Financial Management Manager

Responsibilities:
  • Be responsible for assisting the management in supporting various finance matters in the Financial Management Department covering the functions of planning, budgeting, KPI, reporting and analytics, and support various finance projects.
  • Perform analytics and high-quality management reports with critical review and interpretation of results on a regular basis
  • Provide suggestions to improve quality of the reports to senior management and Group
  • Execute annual budgeting, regular forecasting process and KPI monitoring
  • Participate other jobs or projects assigned by supervisors
  • Ad-hoc assignments when required

Requirements:
  • Bachelor degree holder in Accountancy, Finance or related discipline
  • Qualified Accountant
  • Minimum 5 years of finance/audit/accounting experience in financial institution or life insurer
  • IFRS 17 experience is preferred
  • Strong analytical, problem-solving skills and with an innovative and creative mindset
  • Highly adaptable to changes with flexible and positive working attitude
  • Detail-minded, self-initiative and able to work under pressure
  • Excellent communication and interpersonal skills
  • Proficiency in MS office (Word, Excel and PowerPoint)
  • Fluent in both spoken and written English and Chinese, including Mandarin
  • Good report writing skills in Chinese

Last updated on 2024-02-18 at 12pm
HR
Post:  Human Resources Manager (1-Year Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting in various HR projects including but not limited to developing HR analytics, implementation on AI recruitment, developing tools enhancing HRBP skills and work process improvement, etc,
  • To act as HRBP to provide timely and professional HR solutions to few departments.

Requirements:
  • Degree in Human Resources, Business Studies or equivalent
  • 12 years or above HR experience with working exposure in HR analytics from designing the framework, using analytic tools to generate management reports
  • All rounded HR experience is preferable
  • Flexible mindset to accept different kinds of challenges
  • Well-adapted to fast pace working environment with passionate working attitude
  • Preference will be given to those with life insurance/financial institutions working experience
  • Mature, confident, self-motivated, proactive & willing to learn
  • Can work independently as well as in a team
  • Able to work under pressure and tight timeline
  • Good language ability and computer skills
  • Proficient in spoken & written English & Chinese (Cantonese & Putonghua)

Last updated on 2024-02-18 at 12pm
HR
Post:  Human Resources Officer / Senior Officer
Salary:  negotiable

For a listed financial company.

**depending on the individual's experience, the position will be Human Resources Officer / Senior Officer.

Responsibilities:
  • Be responsible for providing full range administration support to the department, supporting HR operational activities and assisting in various projects as required.

Requirements:
  • Diploma with 5 years of relevant working experience
  • Good interpersonal and communication skills.
  • Attentive to details and able to work under pressure and meet the tight project deadlines
  • Mature mindset with good multi-tasking skills
  • Familiar with MS Word (including Chinese word processing), Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)
  • More experience would be considered for Senior HR Officer.

Last updated on 2024-02-18 at 12pm
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 2024-02-18 at 12pm
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 2024-02-18 at 12pm
Insurance - Pension
Post:  Manager BD (Pensions & Group Products - Broker Channel)
Salary:  negotiable

For a listed Financial company.

Responsibilities:
  • Manage the distribution channel to promote the Company's Life Pensions & Group products to potential clients
  • Achieve sales targets by the Company
  • Expand the distribution channel by increasing productivity and no. of productive distributors
  • 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:
  • Bachelor Degree in Marketing / Business Administration preferred
  • At least 6 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
  • Strong understanding of customer needs and behaviors
  • Good spoken and written English and Chinese
  • Use of computer software incl. words, excel and PowerPoint

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Manager Pensions Operations (Quality Assurance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manage a team of quality assurance professional with responsibilities to:
  • Participate in setting up the infrastructure and internal control framework for pension administration;
  • Participate in setting up pension administration process and controls to equip future processes with internal controls to enable compliance with relevant regulatory requirements and expectation applicable to pension administration including, MPF & ORSO legislation, data privacy, AML, CRS, etc, and monitoring compliance with service standards;
  • Plan and lead the user acceptance testing in Quality Assurance Team on system functions for compilation, generation and submission of reports and submissions to MPFA;
  • Responsible for handling the future operation on reporting and submission to MPFA;
  • Execute quality control management process for pension administration as per the established framework and operational process;
  • Liaize with different internal and external stakeholders relating to operational controls, details and communication protocol for supporting future pension administration processes;
  • Ad-hoc projects and assignments for pension administration.

Requirement:
  • At leave 10 years experience in pension administration with 5 years involving in quality assurance or operational controls related duties;
  • Experience in UAT planning and execution;
  • Solid knowledge with MPF and ORSO legislation and other applicable laws, for example, data privacy, AML and CRS, etc for pension administration;
  • Good understanding on internal control framework and mechanism in pension administration environment necessary for installing and ensuring compliance with applicable regulatory requirements in administration functions and processes;
  • Good interpersonal skills with experience in handling different stakeholders such as trustees, othe service providers and scheme employers and members;
  • Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and have experience in communication and negotiation with regulatory authorities;
  • Strong analytical, good interpersonal skill and capable to attend to details;
  • Capable to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline.

Last updated on 2024-02-18 at 12pm
IT
Post:  Officer (Operations Transformation) - contract
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Coordinating with different parties and participating in operations transformation projects,
  • Providing support to system testing (UAT) and 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 2024-02-18 at 12pm
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 2024-02-18 at 12pm
Insurance - GI
Post:  Officer (Reinsurance) - Fresh Graduate
Salary:  15K - 18K

For a listed international broker.

Responsibilities:
  • Handle the enquiries from Cedants and Reinsurers
  • Treaty account booking
  • Monitor and follow up the outstanding documents and correspondence
  • Support document preparation including Cover Note, Slip, Reinsurance Agreement, Schedule & Addendum..etc
  • Other administration support related to reinsurance business

Requirements:
  • Diploma holder or above
  • With at least 1-3 years of experience in the reinsurance industry, preferably in broking firm
  • Passed in IIQE Papers 1, 2 & 3 qualification will be an advantage
  • Proficiency in MS Office (Word, Excel, PowerPoint)
  • Good communication skills, proactive, willing to take initiative and have marketing sense
  • Proficiency in written and spoken English, Cantonese and Mandarin
  • Immediately available is highly preferred

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Officer/Senior Officer (Group Insurance Claim)
Salary:  negotiable

For a listed financial company.

  • *Position offered depends on the individual candidate's experience.

Responsibilities:
  • Assist the Claims Manager to manage the daily claims operation and ensure claims are processed in accordance with the service standards, operation procedures and guidelines.
  • Perform claims adjudication, processing, checking and approval according to claims authority
  • Handle enquiries and complaints from internal and external customers.
  • Assist team members to handle and resolve complicated claim cases.
  • Prepare and consolidate claims reports to management.
  • Monitor shortfall payment from members.
  • Undertake other projects and support business initiatives as assigned by the Management.

Requirements:
  • Higher Diploma or above with 5 years of solid claims experience.
  • Professional qualifications such as FLMI/ICA is an advantage.
  • In-depth understanding of claims practice.
  • In-depth knowledge of group life and medical products.
  • Proficient in both spoken and written English & Chinese.
  • Hands on Pc skill in using MS word, excel.
  • Strong interpersonal, analytical and communication skill

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Officer/Senior Officer (Policy Administration)
Salary:  negotiable

for a listed life insurance company.

Requirement:
  • Providing life insurance policy services to our clients
  • Handling policy changes, reinstatement, surrender, etc. in a timely and professional manner in compliance with regulatory and business requirements.

Requirements:
  • Diploma holder or above
  • 3 years policy administration experience in life insurance industry
  • 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)
  • Candidate with more experience will be considered as Senior Officer

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Operations Transformation Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting department head / supervisor to promote and implement operations transformation projects.
  • Planning and implementing the use of various digital tools, such as Agile methodology (Agile) / big data and digital applications / robotic automation processes/ artificial intelligence / block-chain and other solutions
  • To help the operation team and our company to achieve digital goals.
  • Culturing to improve project solutions, operational quality and discover new growth possibilities.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 7 years or above experience in the Life Insurance Transformation / Operation or related fields, with at last 2 years of management experience
  • Proactive and responsible
  • Strong communication and management skills
  • Able to work independently and under pressure
  • Able to work in a fast-paced environment and multitask
  • Strong written and verbal communication skills in English and Chinese (Cantonese & Mandarin)
  • Professional in MS Office utility
  • Knowledge of Robotic Process Automation tools, i.e. Blue Prism / UiPath / Kofax is an absolute advantage

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Product Development Manager – Digital & Innovation
Salary:  negotiable

For a listed financial company.

Key Role: To work in a cross-functional team to create market-leading insurance products.

  • *Candidate with less experience can be considered as an Assistant Product Development Manager.

Responsibilities:
  • Identify technology trends and evolving social behaviors that may support or drive the success of the business
  • Work closely with Digital Innovation, Marketing & Customer Insights to identify effective appropriate propositions
  • Assist to drive the product creation and development cycle, from ideation and research, to implementation
  • Assist to develop product materials that are functioning as designed to maximize customer satisfaction as well as commercial development
  • Responsible for maintaining Market Intelligence to understand Market trend and Competitor’s Innovation in products, services, customers journey, etc
  • Engage internal and external stakeholders with excellent communication and organizational skills

Requirements:
  • Have at least 3-5 years of working experience in the insurance industry
  • Have good communication skills, ability to handle change
  • Are agile and have strong execution capabilities
  • Are analytical, detailed oriented with strong presentation skills
  • Have bachelor’s degree or similar qualification

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Product Development Officer (Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in and assist product creation and development, from ideation and research, to implementation
  • Assist to build product materials that are functioning as designed to maximize customer satisfaction as well as commercial development
  • Responsible for maintaining Market Intelligence to understand Market trend and innovation in products, services, customers journey, etc
  • Visualize data in meaningful ways to assist in understanding the sales status of existing products and suggest proposals for product improvement
  • Coordinate with internal and external stakeholders on project schedule and timely delivery of required tasks and deliverables
  • Assist in the implementation of product development processes including system design and testing, and providing administration support to the team

Requirements:
  • Degree holder in Business Administration or equivalent
    Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Product Marketing Manager
Salary:  negotiable

Client: a listed financial company.

Key Role:
Manage and implement product marketing campaigns (product launch/ promotion offers)
development of product positioning, product materials and various communication materials with a focus on developing product brochures.

Responsibilities:
  • Perform a key role in the implementation of product launch/revamp projects to ensure all product launch materials can be delivered on time and in good quality
  • Work closely with other teams (Product Development Team, Legal & Compliance) to develop clear, customer-friendly and compliant marketing materials (including product brochure, video, promotion flyer website content, etc.)
  • Able to develop compelling proposition and communicate the key product benefits in clear and customer-friendly language
  • Lead external creative agencies/editors to develop impactful and professional materials supported by user-friendly content and layout development
  • Take charge in product maintenance projects by working closely with relevant teams to update numbers of material within the agreed timeline
  • Craft and implement promotion campaigns, both tactical and product promotions in good quality
  • Response promptly to stakeholders requests and actively seek for the possible solutions

Requirements:
  • Bachelor's degree in marketing, business administration or a related field
  • With 7 years’ experience in financial/ life insurance industry
  • Solid experience in developing customer-friendly communications materials and organizing product launch campaigns
  • Proficient in written and spoken English and Chinese, excellent written and communications skill is needed.
  • Proactive and able to meet tight timeline
  • Proven experience in driving collateral design to professional quality
  • Excellent project management and organizational skill
  • Strong interpersonal skills and able to work in a fast-paced business environment

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Project & Analytics Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Be responsible for providing support in various agency projects and assignment,
  • Handling system deployment and enhancement,
  • Preparing reports to management and agency channel.

Requirements:
  • Degree holder, preferably in Business Studies or relevant disciplines
  • Minimum 6 years relevant experience
  • Knowledge and experience on agency system related projects will be an advantage
  • Self-motivated, attention to details and be able to work under pressure
  • Able to work independently with good organizing skills
  • Excellent customer services and communication skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese word processing is critical
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
IT
Post:  Project Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manages projects on behalf of the project owner / sponsor on a day-to-day basis
  • Responsible for project definition (Scope, objective, constraints, assumptions, benefits, issues and risks) and manages change to scope
  • Reports to the project owner/sponsor on project progress
  • Monitors and reports on the progress of project at regular intervals
  • Responsible for management of project inter-dependencies
  • Develops and maintains to holistic project plan and project budget
  • Overseeing contract management and negotiation (as relevant to the project)
  • Managing supplier / partner relationships
  • Maintain project documentation and formal handover on completion
  • Overall responsibility for the management all external and internal resources in relation to the project
  • Motivates project team resource (Business Analysts, Business ‘Subject Matter Experts’ and relevant IT staff, vendors)
  • Logs and update issues, risks meeting minutes under the project directory
  • Takes end to end responsibility for coordinating business, Finance, legal / compliance and IT resource including security to achieve project outcomes
  • Coordinates benefits realization planning
  • Manage risk and issue mitigation strategy
  • Regular reporting and in-charge of key meetings and communication of progress e.g. Steering Committee Meeting, working committee meeting and issue meeting etc.

Requirement:
  • Bachelor degree holder
  • Proven record in project management
  • Solid working experience in MPF and ORSO business sector
  • Experience with managing MPF related projects will be an advantage
  • PMI/PMO certification is highly desirable

Last updated on 2024-02-18 at 12pm
IT
Post:  Project Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:

Be responsible for 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, Assisting the Head of Project Management to maintain effective communication within the team to ensure the team can operate efficiently and effectively.

A. Aware of the latest technology trend and ability to recommend/influence users to drive inter department and/or company change

B. Initiate project from idea generation, business case submission, project planning and execution such as, but not limited to the following:

  • Ability to initiate and lead workshops to enable process improvement/efficiency through latest technology or innovative process arrangement.
  • 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
  • Lead requirements workshop to ensure requirements are exhaustively discussed and considered through a process driven approach. Subsequently, ensuring traceability functional specification from IT.
  • Ensure adequate controls in the reengineered or improved processes to meet audit requirements and corporate governance.
  • Monitor the overall development progress & quality to ensure the system delivery meets the business needs and is developed within the planned resources
  • 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
  • Oversee Change Requests to ensure the IT resource is used in a cost effective way
  • Establish change management with impacted departments to ensure changes are communicated and functions are trained.
  • Ensuring benefit realization plan is in place.

C. Coach and guide subordinates such as, but not limited to, the following:
  • Business & system knowledge and stakeholder management skillset respectively.
  • 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)
  • 10+ years relevant experience in insurance with 6 years management in business analysis, project management or IT-related areas
  • Process improvement and process reengineering 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 2024-02-18 at 12pm
IT
Post:  Risk Management Manager (Technology Risk)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Maintain the entity-wide cybersecurity risk and technology risk framework.
  • Review and evaluate the cybersecurity risk and technology risk for new project/product to ensure the company's compliance with regulatory requirements and the policies of the Group and the company.
  • Review current policies and procedures to perform gap analysis and recommend improvement areas.
  • Oversee and manage cybersecurity risk and technology risk controls.
  • Assess new product/product changes, outsourcing activities from cybersecurity and technology risk perspectives.
  • Work closely with business / supporting functions and prepare regular cybersecurity and technology risk reports to Senior Management and Group.
  • Review, coordinate and track the technology and cyber incident reporting, mitigation and remediation status.
  • Participate in ad-hoc risk-related projects

Requirements:
  • Degree in Information Technology or related disciplines.
Minimum 8 years of experiences in information security, - cybersecurity, IT system/network management, application development, technology risk management or IT audit.
  • Professional level qualification under GL20's Assessor Qualification References e.g. CISA, CISSP, CISM, CRISC, CSX-F, CISP-HK or related certifications is a must.
  • Demonstrate domain knowledge of IT such as infrastructure, system development, SDLC, information security and cybersecurity.
  • Strong interpersonal, problem solving and time management skills.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Business Analyst
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Lead assigned projects by ensuring requirements meet business & company objectives; driving and challenging assumptions as needed
  • Elicit requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, and task and workflow analysis for projects
  • Identify and document constraints, assumptions and risks associated with business requirements
  • Critically analyse business requirements and challenge business units on assumptions to ensure project scope is delivered
  • Ensure ownership and traceability of business requirements through the project life cycle
  • Engage with business stakeholders through the project lifecycle with clear & timely communications to ensure that requirements are delivered with common understanding
  • Instrumental in providing specific guidance & mentorship on methodologies, techniques & skill set for business analysis resources
  • Demonstrate strong disciplines of BA methodology
  • Provide a point of contact for BA’s for quality assurance, technical questions and skill uplift
  • Lead projects in providing quality review, standards & guidance for deliverables required
  • Work closely and collaboratively with internal stakeholders
  • Collaborate with other IT domains as appropriate
  • Keep abreast of business domain’s strategy, business plan and latest industrial trends
  • Focused job responsibility to educate/mentor business analysts to improve overall competency

Requirements:
  • Degree holder in Information Technology, Business or related area
  • Minimum 5 years' of relevant working experience, preferably gained within insurance
  • Strong background in business analysis or system analysis and with excellent grasp of project analysis
  • BABOK Certification or industry recognised training would be an advantage
  • Have a strong analytical mind with excellent relationship management
  • Excellent verbal and written communication skills and the ability to interact professionally with diverse group of stakeholders
  • Experience in using Pensions Administration System is a plus (not mandatory)

Last updated on 2024-02-18 at 12pm
IT
Post:  Senior Business Analyst (Information Technology)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Collect business requirements for the purpose of facilitating effective software system development using different techniques such as interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, tasks and workflow analysis.
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, distinguish user requests from the underlying true needs, provides added-value advice to formulate the requirements to ensure alignment with company objective and IT strategy.
  • Proactively communicate and collaborate with external and internal parties to analyze information needs and functional requirements and deliver required documents in view of our enterprise-wide methodology.
  • Drive and challenge business units on their assumptions of how they will successfully execute their plans.
  • Successfully engage in multiple initiatives simultaneously
  • Serves as the conduit between the customer community (internal and external customers) and IT team through which requirements flow and establish the technical vision on usability and performance needs.
  • Work with business units and stakeholders to prepare relevant documentation such as BRD, test plan, process flowchart, operating procedures, migration plan, cost and benefit analysis for justification, etc.
  • Build close relationship with colleagues from different business units, vendors and any other stakeholders to ensure the project / initiative would be accomplished effectively and provide value-added advices.

Requirements:
  • Degree holder in information system or a related discipline
  • Minimum 7 years' solid business analyst experience for financial services industry
  • Strong analytical, retirement scheme product and project management skills required.
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
  • Understanding on technology trend and best possible application in business world
  • Ability to work under a matrix reporting structure
  • Hands-on experience and sound knowledge of MPF or related retirement scheme operations is an advantage
  • Experience with software development using .Net and Java and Progress technology is definitely an advantage

Last updated on 2024-02-18 at 12pm
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 2024-02-18 at 12pm
Insurance - Group EB
Post:  Senior Client Service Representative (Group Administration & Operations (Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To take up call enquiries related to policy administration and claims and doctor information and ensure proper logging of the enquiries for service tracking
  • To draft correspondences to answer customers’ enquiries received through email
  • Assist the team leader to monitor the call service quality and to handle feedback & complaints received from the client.
  • To assist the respective operation team to investigate medical service incidents received from the client and liaise with medical service providers for proper settlement
  • To handle call enquiries and emails related to policy administration and claims and doctor information as well as to assist the respective operation team to investigate and resolve medical service feedback & complaints related to medical service providers.

Requirements:
  • Diploma holder or above with IIQE insurance qualification
  • Minimum 2 years of hotline / call center services experience in insurance industry
  • Good communication skill
  • Sound insurance and claim knowledge
  • Good team player
  • Able to work under pressure and independently
  • Proficient in both written and spoken English and Chinese and Putonghua
  • Good knowledge of MS Word, Excel and Chinese Word processing

Last updated on 2024-02-18 at 12pm
Company Secretarial, Legal, Compliance
Post:  Senior Company Secretarial Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist to handle company secretarial duties to the Company and its Board of Directors in a professional and timely way
  • Assist to deal with enquiries on company secretarial services and other regulatory/statutory compliance matters
  • liaise with internal clients and external lawyers on company secretarial related matters
  • formulate internal policies and guidelines for the Company in accordance with the statutory requirements, company secretary standards or Group standards
  • stay abreast of the changes to the relevant legislation and regulatory requirements and assess the impact on the Company’s business operations to ensure compliance
  • take up projects or other ad hoc assignments as requested from time to time

Requirements:
  • Bachelor degree in law, corporate governance or related discipline
  • Associate member of ICSA / HKICS
  • 5 years of company secretarial experience in insurance/financial institutions
  • Working knowledge in Insurance Ordinance, Banking Ordinance, Securities and Futures Ordinance, good understanding of the Hong Kong regulatory framework in respect of insurance/financial institutions is preferred
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, self-motivated and able to work in fast paced environment
  • A good team player, able to work proactively and independently
  • Proficient in spoken and written English and Chinese (Cantonese and Mandarin)
  • Candidate with less experience or fresh graduate can be considered as Company Secretarial Officer

Last updated on 2024-02-18 at 12pm
Company Secretarial, Legal, Compliance
Post:  Senior Compliance Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance
  • To provide advisory services to business units regarding the regulatory compliance issues on sales and distribution of insurance business;
  • To maintain compliance programs in addressing market conduct, regulatory and internal requirements, to sales compliance, sales conduct risk and personal data privacy.
  • To participate in compliance-related projects, initiatives and system launch/enhancement, review policies and procedures, compliance manuals in accordance with local laws and regulations.
  • To support to new business initiatives and cultivate compliance awareness through organizing compliance training and review programs,
  • To develop and monitor compliance to ensure that the company’s operations are in compliance with statutory, regulatory, internal and group requirements.
  • To enhance compliance risk management and strengthen compliance monitoring to review effectiveness of business processes and controls to manage compliance and sales conduct risk.

Requirements:
  • Bachelor Degree in Law, Banking and Finance, Risk Management, Business Administration or related disciplines.
  • Minimum 8 years relevant experience in insurance compliance, preferably in banking, insurers or regulatory bodies, with at least 2 years of supervisory experience.
  • Sound knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Company Secretarial, Legal, Compliance
Post:  Senior Compliance Manager (6 - Month Contract)
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance
  • To provide compliance advisory to business and maintain compliance programs in addressing market conduct, regulatory and internal requirements including but not limited to sales compliance, conduct risk and personal data privacy.
  • To participate in compliance-related projects, initiatives and system launch/enhancement, review policies and procedures, compliance manuals in accordance with local laws and regulations.

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines
  • Minimum 5-7 years relevant experience in insurance compliance, preferably in banking, insurers or regulatory bodies, with at least 2 years of supervisory experience
  • Sound knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Executive (Pensions Quality Assurance)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Support in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
  • Support in the setup and execution of Quality Framework and Quality Plan for pension administration;
  • Support management and investigation of customers complaints and operational incidents, including compilation of relevant reports to internal and external stakeholders;
  • Conduct UAT testing and support in trustee onboarding and data migration;
  • Support in reviewing and updating procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
  • Perform ad-hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • At least 4 years of experience in pension administration preferably with 1 to 2 years involving in quality assurance or monitoring of operational controls related duties;
  • Effective communication and interpersonal skills;
  • Self- motivated, detailed –oriented and willing to learn;
  • Proficient in both spoken & written English and Chinese;
  • Strong analytical, good interpersonal and organizing skills;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word).

Last updated on 2024-02-18 at 12pm
IT
Post:  Senior Executive/ Executive (MPF Compliance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support set up and implementation of compliance processes, procedures and controls in pension administration
  • Support in monitoring pension administration processes and setting up controls to ensure compliance with applicable regulatory requirements and service delivery standards;
  • Provide compliance advice for supporting project activities such as, UAT testing, trustee onboarding and data migration;
  • Support in reviewing and updating procedures and guidelines on compliance processes and reporting;
  • Perform ad-hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • At least 4 years of experience in pension administration, preferably with 1 – 2 years involved in compliance, quality assurance or operational controls related duties, candidates with less experience will be considered as Executive;
  • Good knowledge of pension and trust business;
  • Knowledge of relevant regulatory requirements on MPF, ORSO, AML and CRS regulations is an advantage;
  • Self-motivated, detailed-oriented and willing to learn;
  • Proficient in both spoken & written English and Chinese;
  • Strong analytical, good interpersonal and organizing skills;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word);Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word);

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Executive/ Executive (MPF Quality Assurance)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Assist in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
  • Provide support in the setup and execution of quality control framework and quality plan for pension administration;
  • Support management and investigation of customers complaints and operational incidents, compile reports for internal and external stakeholders;
  • Conduct UAT testing and support in trustee onboarding and data migration;
  • Review and update procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
  • Perform ad-hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • 2 - 4 years of experience in pension administration preferably with minimum 1 year experience in internal control/ quality control monitoring;
  • Effective communication and interpersonal skills;
  • Self- motivated, detailed –oriented and willing to learn;
  • Proficient in both spoken & written English and Chinese;
  • Strong analytical, good interpersonal and organizing skills;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word).
  • Fresh graduates or candidate with less experience with demonstrated ability and interest in the position will be considered the position Executive, Quality Assurance.

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Executive/ Executive (Pensions Compliance)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Support set up and implementation of compliance processes, procedures and controls in pension administration
  • Support in monitoring pension administration processes and setting up controls to ensure compliance with applicable regulatory requirements and service delivery standards;
  • Provide compliance advice for supporting project activities such as, UAT testing, trustee onboarding and data migration;
  • Support in reviewing and updating procedures and guidelines on compliance processes and reporting;
  • Perform ad-hoc duties and projects as assigned.

Requirements:
  • Bachelor degree or equivalent education;
  • At least 4 years of experience in pension administration, preferably with 1 – 2 years involved in compliance, quality assurance or operational controls related duties, candidates with less experience will be considered as Executive;
  • Good knowledge of pension and trust business;
  • Knowledge of relevant regulatory requirements on MPF, ORSO, AML and CRS regulations is an advantage;
  • Self-motivated, detailed-oriented and willing to learn;
  • Proficient in both spoken & written English and Chinese;
  • Strong analytical, good interpersonal and organizing skills;
  • Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
  • Proficient in PC skills (MS PowerPoints & Excel & Word);

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Executive/ Executive (Provider Services and Support (Pension))
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist the Manager to deliver project plan and monitor the action items for trustee onboarding in relation to forms and client correspondences;
  • Understand the overall administration process flow and all relevant data fields to prepare forms and client correspondences and discussion with trustees when needed;
  • Ensure compliance with regulatory requirements and guidelines for all forms and client correspondences;
  • Build and maintain a good working relationship with the company, MPF trustees & product sponsors by meeting the business, regulatory, and service needs;
  • Ensure the team meets the project deadlines, identify and eliminate any potential risks that may delay the timeline.

Requirements:
  • 2-3 years of solid experience in pension services or investment-related industry;
  • Experience in pension project management and trustee onboarding is preferred;
  • Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
  • Capacity to multi-task, manage time effectively and work under pressure even with fixed deadlines;
  • Attentive to detail in a fast-paced environment;
  • Strong analytical, interpersonal, and communication skills;
  • Excellent command of spoken and written English and Chinese;
  • Bachelor's degree or equivalent education and or experience is required;
  • Fresh graduates will be considered for the position Executive, Provider Services and Support.

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Manager (Operational Risk)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To review, establish and monitor operational risk framework, policies and processes in compliance with company defined key risk management areas.
  • To handle operational incident management, operational related key risk indicator (KRI) management, insurance product due diligence on operational risk, business continuity plan (BCP), outsourcing management etc.

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines
  • Minimum 8 years relevant experience in life insurance operational risk function
  • Working knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Tactful in dealing all levels of staff and business associates
  • Positive mentality with flexible working attitude
  • Excellent communication, analytical and writing skills
  • Highly adaptable to changes and unprecedented challenges
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Senior Manager (Pensions Operations)
Salary:  negotiable

Client: a listed financial company

Responsibilities:
  • Manage a team of employee ensuring MPF operation team provides accurate and timely service aligning with business and regulatory requirements.
  • Manage and drive team productivity to achieve/exceed the respective service level agreement.
  • Streamline the workflow so as to improve efficiency and effectiveness, improving client service and compile with statutory requirement.
  • Develop, coach and provide development opportunities for team members.

Requirements:
  • A recognized Bachelor Degree holder or equivalent.
  • At least 10 years’ experience in pension industry.
  • A deep and thorough understanding about the MPF business and operation, as well as the prevailing regulations that could have an impact to the operation.
  • Strong in analytical, problem solving and communication skills.
  • A good interpretation of the organization dynamics and be able to translate them into management policies, procedures and actions to meet the requirements
  • Amiable personality and ability to communicate the direction effectively to peers and stakeholders
  • Strong problem solving skills with client-centric mindset.
  • Solid team management skills.
  • Proficiency in spoken and written English and Chinese.
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Manager (Policy Administration Services)
Salary:  negotiable

For an international life insurance company.

Responsibilities:
  • Oversee daily operation of policy administration to maintain service level with accuracy and uplift client experience
  • Identify and implement system and service enhancement for process streamlining
  • Provide training and coaching to subordinates to cope with business and market changes with updated procedures and documentation
  • Lead and drive team to adapt changes with flexibility and competence
  • Support ad-hoc project when required

Requirements:
  • University graduate or above
  • LOMA / FLMI holder
  • Possess at least 8 years of solid policy administration experience in life insurance industry
  • Proficient knowledge in insurance products, process and regulatory requirements (e.g. AML, FATCA, CRS)
  • Proven team leading experience with strong influencing skills
  • Sound communication and interpersonal skills with good written and spoken languages in English, Chinese and Mandarin
  • Independent with strong sense of accountability and willing to take up challenge
  • Proficient in MS office applications and Chinese typing

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Manager, Business Development (Life & Health)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Achieve new business value targets.
  • Plan and execute product sales initiatives to best position L&H products, to gain channels' buy-in and to achieve the best business results.
  • Provide balanced view, insight, and constant feedback on brokers’ and clients’ needs around Products, Marketing, and Operations.
  • Develop, build and keep relationships with channels and business partners.
  • Arrange and provide trainings and day-to-day business supports to channels.

Requirements:
  • Bachelor Degree holder
  • At least 8 year relevant experience, preferably in insurance or financial industry
  • Prior experience in dealing with distribution channels (banks and/or brokers)
  • Knowledgeable of insurance products and the market.
  • Knowledgeable of MCV business is preferred
  • Good team player, able to work with others and lead a small team as necessitated
  • Proficiency in English and Chinese (oral and written).
  • Fluent in Mandarin is preferred

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Marketing Officer (Contract)
Salary:  negotiable

For a listed financial company.

Key Role:
  • To provide support to the Marketing department by performing a variety of administrative and clerical tasks.
  • To ensure the smooth operation of the department’s activities and assist in developing and implementing marketing strategies.

Responsibilities:
  • Provide administrative support to the marketing team, including scheduling meetings, preparing reports, and managing correspondence
  • Coordinate and manage the production of marketing materials, including brochures, flyers, and other promotional items
  • Manage product discount campaigns
  • Assist in the planning and execution of marketing events and campaigns
  • Conduct research and analyze market trends to help inform marketing strategies
  • Maintain and update the company's website, social media accounts, and other digital marketing channels
  • Collaborate with internal teams to ensure brand consistency across all marketing channels
  • Perform other duties as assigned by the Marketing Manager.

Requirements:
  • Bachelor's degree in marketing, business administration, or a related field
  • With 1-3 years of experience in marketing or a related field
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
  • Familiarity with digital marketing channels, including social media and email marketing
  • Ability to work independently and as part of a team
  • Attention to detail and ability to multitask.
  • Experience in the insurance industry is a plus.

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Officer, Client Service Delivery
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Handle enquiries for walk-in clients and agents to meet our service pledge
  • Handle inbound calls and emails from external and internal parties
  • Handle daily enquiries from consultants and customers with efficient manner
  • Participate in projects, liaise with other departments and UAT assignments
  • Prepare reports for management review

Requirements:
  • Diploma or above in any discipline
  • Minimum of 3 years in client service, experience in life insurance is a must
  • Holder of IIQE paper 1, 3 and 5 is preferable
  • Good writing skill in Chinese & English
  • Client-centric with good communication and interpersonal skills

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Product Development Officer (1-Year Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in and assist product creation and development, from ideation and research, to implementation
  • Assist to build product materials that are functioning as designed to maximize customer satisfaction as well as commercial development
  • Responsible for maintaining Market Intelligence to understand Market trend and innovation in products, services, customers journey, etc
  • Visualize data in meaningful ways to assist in understanding the sales status of existing products and suggest proposals for product improvement
  • Coordinate with internal and external stakeholders on project schedule and timely delivery of required tasks and deliverables
  • Assist in the implementation of product development processes including system design and testing, and providing administration support to the team

Requirements:
  • Degree holder in Business Administration or equivalent
  • With 1-2 years of working experience in the financial institution or insurance industry is an advantage
  • Professional qualifications of CIPS and/or CPSM will be an advantage Professional qualifications of CIPS and/or CPSM will be an advantage Professional qualifications of CIPS and/or CPSM will be an advantage
  • Good communication skill and ability to handle change
  • Fluent in both spoken and written English and Chinese, including Mandarin
  • Good analytical skill and attentive to details, agile and have good execution capabilities

Last updated on 2024-02-18 at 12pm
Insurance - Life
Post:  Senior Risk Management Manager (Investment Risk)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in the pre-trade and post-trade risk management of the investment portfolio (fixed income, equity, alternative investment, structured products, derivatives)
  • Perform due diligence on the annual Investment Plan and SAA proposed by frontline through identifying risk characteristics and enforcing mitigation measures
  • Develop the reporting and control framework for new asset classes and strengthen investment related governance framework and internal control.
  • Conduct periodic investment risk assessment and review on risk policies.
  • Participate in ad-hoc risk-related projects

Requirements:
  • Degree in Finance, Investment or equivalent
  • Minimum 9 years of experiences in solid investment or insurance industry
  • Strong interpersonal, problem solving and time management skills
  • Good attention to details for high accuracy
  • Knowledge of Bloomberg is a definite advantage
  • Excellent working knowledge in Excel
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).

Last updated on 2024-02-18 at 12pm
Insurance - Group EB
Post:  Senior Specialist (Business Development)
Salary:  negotiable

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

Last updated on 2024-02-18 at 12pm
Insurance - Pension
Post:  Supervisor (Pensions Operations MPF & ORSO)
Salary:  negotiable

  • *Position offer depending on the individual's experience.

Responsibilities:
  • Perform or review most of MPF/ORSO business processes and approves various business transactions up to predefined authority limits.
  • Review majority processing transactions for working partner(s).
  • Ensure the completion of business transactions according to the service standards and statutory timeline.
  • Make recommendations and execute process streamlining and service improvement initiatives.
  • Coach and mentor junior staff so as to achieve the service standard and department objectives.
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner.
  • Perform daily MPF administration functions of transfer-in/out processing.
  • Update relevant administration / imaging system and control log timely and accurately
  • Handle UAT and ad-hoc project as required.
  • Report any irregularities to manager promptly.

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 5 years of relevant experience in MPF industry.
  • Knowledge of MPF, customer service principle and retirement fund operations.
  • Good in analytical , planning and organizing skills.
  • Customer focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Good PC skills in MS Word & Excel.
  • Good command of both written and spoken English and Chinese

Last updated on 2024-02-18 at 12pm