北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Accounts
Post:  Accounting Assistant (Fund & Scheme Accounting )
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Handling daily scheme investment order and fund transfer
  • Reconciling daily fund prices, investment fund unit movement and balance
  • Handling bank reconciliation and unit holding reconciliation periodically
  • Preparing monthly scheme general ledgers and other monthly scheme reporting
  • Assisting in UAT Testing related to system enhancement
  • Participating in various projects for the schemes and funds

Requirements:
  • Diploma in Finance/ Accounting or any equivalent disciplines
  • At least 1 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
  • Good communication skills in both English and Chinese

Last updated on 2022-01-23 at 10pm
Insurance - Life
Post:  Marketing Manager (1-year Contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Contribute to brand equity building for brand new wellness initiatives
  • Drive marketing campaigns and initiatives from planning to execution, tracking to analysis.
  • Drive creative strategies for communicating our messages/narratives and support overall related campaign execution.
  • Support PR communications on wellness initiatives branding
  • Work closely with cross-functional teams in driving holistic messaging and excellence
  • Develop customer friendly marketing collaterals
  • Controls and implements the approved budgets and marketing plans to achieve business objectives including P&L
Requirements:
  • University graduate, marketing disciplines preferred
  • Minimum 6-8 years of experience in marketing or communications
  • Solid experience in developing integrated marketing strategies and activities, social and digital in particular
  • Excellent interpersonal skills and presentation skills
  • Good command of both spoken and written English and Chinese
  • Great sense of ownership and growth mindset
  • Able to work independently as well as part of a dynamic team
  • Able to think creatively, manage multi-tasks, work under tight timeframe and meet strict deadlines
  • Less experience will be considered as Assistant Manager

Last updated on 2022-01-23 at 10pm
Office Administration/Estate Management
Post:  Officer (Office Administration)
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</u>:
  • 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 2022-01-23 at 10pm
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 2022-01-23 at 10pm
Insurance - Life
Post:  Training Specialist, Learning & Development (Distribution - Agency Training
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Deliver and conduct training for new advisors to be competence in providing financial planning services to our clients by passing the IIQE exam, becoming knowledgeable in company products, operation guidelines and compliance requirements
  • Be the course owner to in charge of the development and revamp of training course
  • Design & develop digital training materials
  • Participate in product related project such as product launch to drive business result
  • Assist the team to organize training events to strengthen sales knowledge and skills
  • Assist the team to monitor & track training effectiveness
  • Help the administrative manager to prepare management report
  • Support the administration team

Requirement:
  • Preferably University degree or above
  • At least 2 year working experiences in sales or agency training in financial planning industry
  • IIQAS and insurance qualifications preferred
  • Excellent communication and presentation skill
  • Good presentation and course facilitating skills

Last updated on 2022-01-23 at 10pm
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 2022-01-23 at 10pm
Insurance - Group EB
Post:  Senior Specialist (Business Development )
Salary:  negotiable

For a listed financial Company.

Responsibilities:
  • Achieve the Pensions and Group business target as assigned
  • Develop and maintain good relationship with channels to generate sales
  • Identify sales opportunities, develop and implement different sales strategies to maximize the sales growth from channels
  • Maintain good relationship with channels through regular visits, product and service updates and trainings
  • Expand channels by increasing the productivity and number of distributors
  • Participate in ad-hoc duties and projects as assigned

Requirements:
  • Degree holder in Business, Marketing or related fields
  • With solid experience and product knowledge in both Pensions and Group products
  • Fluent Chinese and English in both written and verbal
  • Excellent communication and presentation skills
  • Self-motivated
  • Good command in MS applications (Word, Excel, ppt)

Last updated on 2022-01-23 at 10pm
Insurance - Group EB
Post:  Assistant Officer, Group Client Management
Salary:  negotiable

For 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 2022-01-23 at 10pm
Insurance - Life
Post:  Customer Services Officer
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 2022-01-23 at 9pm
Insurance - Life
Post:  Assistant Marketing Manager/Senior Officer (Contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Assisting the manager in planning and organizing all product marketing in line with the company’s marketing strategy.
  • Participate in monitoring market trends, conducting market research and analysis for business planning.
  • Update and maintain the marketing collaterals for all channels in order to meet the latest internal and/or regulatory requirement
  • Assist in organizing marketing events and campaigns to achieve the objectives set under the company's marketing strategies

Requirements:
  • Degree in Marketing/ Finance or equivalent
  • A minimum of 4 to 5 years of experience in marketing/marketing communication with a reputable financial institute
  • Independent working experience in handling marketing collateral production
  • Solid working experience in implementation of customer promotions and marketing campaigns
  • Update and maintain the marketing collaterals for all channels in order to meet the latest internal and/or regulatory requirement
  • Assist in organizing marketing events and campaigns to achieve the objectives set under the company's marketing strategies
  • Previous exposure in product marketing will be a definite advantage
  • Detailed -oriented with the capability of multi-tasking under tight deadline
  • Out-going personality, self-motivated and good team player
  • Working closely with design agencies and assisting with new product launches
  • Conversant in MS Words, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered as Senior Marketing Officer (Contract)

Last updated on 2022-01-23 at 9pm
Office Administration/Estate Management
Post:  Administration Assistant (6-month Contract)
Salary:  15K - 20K

for a listed financial company.

Responsibilities:
  • Supporting IT inventory management, procurement process, fixed assets control system, facilities management projects
  • Performing general office administrative support
  • Handle other ad-hoc projects

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

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Life
Post:  Agency Development Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the department head to devise the business development strategies,
  • Monitor agency production progress
  • Maintain the sales momentum of agency force,
  • Execute recruitment project to recruit more high profile candidates,
  • Coordinate different agency events and meeting with different internal departments.

Requirements:
  • Degree in Business Admin, Marketing or Finance
  • 7 years working experience preferably in life insurance industry
  • Positive, target-oriented, passionate and energetic
  • Excellent interpersonal and presentation skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese character input is critical
  • Excellent language proficiency including spoken and written English and Chinese

Last updated on 2022-01-23 at 9pm
Insurance - Pension
Post:  Assistant Manager (Compliance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the Senior Compliance Manager to oversee the compliance control
  • Give advice to strategic initiatives of the Business Unit
  • Work with Business Unit to ensure compliance with local and corporate requirements
  • Assist to execute compliance program, compliance assurance

Requirements:
  • Bachelor's degree and with at least 5 years of experience or an equivalent combination of education and experience
  • Preferably in the field of Pension/MPF/Insurance
  • Knowledge of Hong Kong legislation, especially MPF, ORSO, AML and PDPO regulations.
  • Working understanding of theory and principles in compliance control.

Last updated on 2022-01-23 at 9pm
Accounts
Post:  Assistant Manager (Financial Accounting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Handle month-end closing, prepare and review journal entries
  • Ensure the monthly financial reports, reconciliation, and analysis are prepared timely and accurately
  • Prepare IFRS 16 leases booking and reports
  • Assist in annual audit, SOX audit, and implementation of new accounting standards
  • Support ad hoc matters as assigned

Requirements:
  • Degree holder in Accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent is preferred
  • At least 5 years experience in accounting field, preferably in the insurance industry
  • Proficient in MS Excel
  • Able to work independently, proactively, and under pressure
  • Strong communication and interpersonal skills
  • Excellent in written and spoken English
  • Experience in SUN accounting and SAP system is an advantage

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Life
Post:  Assistant Officer (Underwriting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Process new applications of all insurance products into system accurately for underwriting
  • Close long pending cases at month-beginning
  • Distribute incoming fax
  • Handle agent’s reply through emails
  • Register medical reports/labs test report
  • Prepare document of Attending Physician Statement & follow up
  • Handle reimbursement for medical bills
  • Prepare policy contracts & arrange delivery
  • Data Capture in system

Requirements:
  • Holder of Diploma of Secondary Education (DSE) or equivalent
  • 2 years working experience in clerical function of insurance industry
  • Good customer service mindset
  • Produce good quality of work and adhere to works standards
  • Able to work well in a team

Last updated on 2022-01-23 at 9pm
IT
Post:  Business Analyst (Contract)
Salary:  negotiable

for a listed financial company.

Contract period: until till Dec 2021

Responsibilities:
  • Managing business specifications process to ensure that user requirements are properly specified
  • Assisting team leaders to maintain effective communication within the team
  • To ensure the team can operate efficiently and effectively.
  • Provide technical support for conducting a board of mix analyses, which result in realizable improvements in customer experience, service quality, operational efficiency and business production
  • Prepare various business analysis, market intelligence and management reports
  • Recommend solutions by identifying costs and realistic benefits of different approaches to assist business determine best course of actions for improvement
  • Implement approved recommendations with business and IT and assist planning, guiding, organizing and monitoring implementation projects to effect changes for improvement and to obtain planned benefits
  • Ensure adequate controls in the reengineered or improved processes to meet audit requirements and corporate governance.

Requirements:
  • University or above, preferably in Business Statistics, Computer Science, Information System Management or related subjects with at least one insurance professional qualification (FLMI, PMP)
  • Understanding of insurance business operation, system and technology applications acquired through a minimum of 2 years management experience in insurance industry
  • Experience with complex data from multiple source, database marketing and database management is essential
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel is a MUST
  • Possess good interpersonal skill, initiative and strong analytical mind and is able to work with minimum supervision and guidance.

Last updated on 2022-01-23 at 9pm
Insurance - Life
Post:  Case Management Manager
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Reporting to the Head of Underwriting and New Business
  • To provide best-in-class services to premium clients
  • To provide case management support to the internal and external working partners to facilitate the business process.
Requirements:
  • Degree holder and preferably with professional insurance qualification (e.g. CFP/FLMI, IIQE Paper I, III and V)
  • 7 years relevant working experience preferably gained from banking or insurance industry
  • Excellent communication and interpersonal skills
  • Presentable, aggressive and self-motivated
  • Able to work under pressure
  • Excellent computer skills in MS office
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin).

Last updated on 2022-01-23 at 9pm
Company Secretarial, Legal, Compliance
Post:  Company Secretary Manager
Salary:  negotiable

For 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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Pension
Post:  Customer Service Hotline (Representative)
Salary:  negotiable

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 with 1 year of customer service related working experience
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)

Last updated on 2022-01-23 at 9pm
Insurance - Life
Post:  Customer Services Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Supervising the daily operation of hotline team to provide quality and timely services to customers, either internal and external from different distribution channel
  • Assisting in various initiatives in alignment with Company’s strategic development for excellent customer experience and operational efficiency

Requirements:
  • Degree or above in relevant disciplines with professional insurance qualifications (FLMI, ACS)
  • 6 years or above working experience and preferably 3 years at supervisory level in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Patient, attentive to details with good problem solving and organizing skills
  • 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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Accounts
Post:  Investment Support Specialist (6-month contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Perform trade matching and settlement of investment orders via Custodian online platform, and settlement for the commitment of private placement
  • Handle enquiry and KYC (Know Your Customer) request from fund managers, brokers and custodian
  • Work with Investment Team for timely and accurately investing surplus cash in long term investment and short term Money Market Fund
  • Participate in various projects from investment operation perspective
  • Participate in other treasury related projects such as implementation of Kyriba

Requirement:
  • University graduate in Accounting, Actuarial, Financial or related discipline
  • Minimum 4 years of treasury or investment operation experience preferably gained within the insurance industry
  • Prior knowledge in using treasury management system is a plus

Last updated on 2022-01-23 at 9pm
Insurance - Pension
Post:  Manager (Quality Assurance)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Manage the team ensuring all complaints received would be handled in a timely and professional manner
  • Manage the team ensuring all regulatory returns, management reports would be delivered on time
  • Manage the team ensuring the complaint handling process is always in compliant with both regulatory requirements and internal guideline
  • Achieve satisfactory results on all audit exercises and/or on-site examinations
  • Support other teams in QA as and when appropriate
  • Take up ad-hoc assignments as delegated by Supervisors
  • Team member development and maintain no / low staff turn-over rate

Requirements:
  • Bachelor degree in Law, Business Management, Accounting, or related disciplines
  • At least 8 years working experience in the pension industry; 2 years in quality assurance and/or good working knowledge in MPF Ordinance, Insurance Ordinance and a good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Familiar with Wealth and Pension business
  • Good understanding of relevant MPF ordinances and guidelines
  • Firsthand experience in relation to complaint handling
  • Able to work independently and in a fast-moving environment

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Accounts
Post:  Manager/Senior Manager (Fund & Scheme)
Salary:  negotiable

client: a listed financial company.

Responsibilities:
  • Monitor daily finance tasks including investment order placing and fund transfer instruction in accordance with prevailing procedures and timelines to ensure adequate controls are in place. Review reconciliations and ensure proper follow up actions on reconciling items
  • Review / authorize investment orders, fund transfer instruction, payment requisition and payment cheques
  • Ensure proper and accurate accounting records of assigned MPF/ORSO schemes are being kept on a monthly basis
  • Coordinate the preparation of year-end financial statements and audit schedules and liaison with external auditors
  • Provision of financial related management information to facilitate monitoring of schemes
  • Maintain proper and updated documentation on all critical financial process
  • Assist in developing staff to ensure they are equipped with adequate operational skills and knowledge to handle assigned duties.

Requirements:
  • Degree in Finance/ Accounting or equivalent
  • Professional accounting qualifications holder (CPA, ACCA, or equivalent)
  • At least 10 years prior working experience in finance/ accounting field with at least 2 years’ experience in supervisory role
  • Good knowledge in scheme and fund accounting
  • Good knowledge of MPF regulation in relation to the job duties
  • Strong PC skills in Excel, Access and Word
  • Fluent in both English and Cantonese
  • Strong communication skill

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Pension
Post:  Officer (Pensions Administration)
Salary:  22K - 26K

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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

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

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

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

Last updated on 2022-01-23 at 9pm
Insurance - Life
Post:  Policy Administration Officer
Salary:  negotiable

For a listed insurance company.

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

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

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Accounts
Post:  Senior Accountant
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Responsible for vouchers preparation
  • Handle full set of books for small entities within the Group
  • Involve in the preparation of financial schedules, reconciliation and analysis
  • Assist in annual audit and SOX audit
  • Support ad hoc matters as assigned

Requirements:
  • Degree holder in Accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent is preferred
  • At least 3 years experiences in accounting field, preferably in insurance industry
  • Proficient in MS Excel
  • Self-motivated and able to work under pressure
  • Strong communication and interpersonal skills
  • Excellent in written and spoken English
  • Experience in SUN accounting and SAP system is an advantage

Last updated on 2022-01-23 at 9pm
Accounts
Post:  Senior Accounting Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Be assisting department head to oversee a team on system enhancement, workflow design, reporting including financial reports, management reports, statutory reports, statistics and governance as well as leading operation flow enhancement project.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent.
  • Qualified Accountant, ACCA, HKICPA or equivalent.
  • With CFA or equivalent qualifications will be a definite asset.
  • 10 years solid accounting experience with focus on cash management, workflow design and system control, of which 5 years at supervisory level.
  • Accounting experience gained in life insurance industry is preferable.
  • Knowledge of IFRS accounting standard will be an advantage.
  • Excellent leadership, interpersonal and communication skills.
  • Detail-oriented, independent and able to work under pressure.
  • Highly adaptable to changes with flexible and positive working attitude.
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin).

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Pension
Post:  Senior Manager, Quality Assurance (Pensions Business)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manage the team ensuring all complaints received would be handled in a timely and professional manner
  • Manage the team ensuring all regulatory returns, management reports would be delivered on time
  • Manage the team ensuring the complaint handling process is always in compliant with both regulatory requirements and internal guideline
  • Achieve satisfactory result on all audit exercises and / or on-site examinations
  • Support other teams in QA as and when appropriate
  • Take up ad-hoc assignments as delegated by Supervisors
  • Team member development and maintain no / low staff turn-over rate

Requirement:
  • Bachelor degree in Law, Business Management, Accounting or related disciplines
  • At least 8 years' working experience in pension industry; 2 years in quality assurance and / or good working knowledge in MPF Ordinance, Insurance Ordinance and good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Familiar with Wealth and Pension business
  • Good understanding on relevant MPF ordinances and guidelines
  • Firsthand experience in relation to complaint handling
  • Able to work independently and under fast-moving environment
  • Strong business acumen and familiar with client-service industries
  • Good communication and problem solving skills
  • Proficient in spoken and written English and Chinese
  • Good PC skills in MS Office (Word, Excel and Access)

Last updated on 2022-01-23 at 9pm
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 2022-01-23 at 9pm
Insurance - Pension
Post:  Supervisor (Pensions Administration) - few vacancies
Salary:  negotiable

4 vacancies

Responsibilities
  • Monitor the daily operations of MPF scheme administration, including enrolment, contribution, termination and withdrawal of accrued benefits, to ensure compliance with all statutory requirements
  • Ensure smooth running of the account assigned, and follow up with outstanding issues
  • Handle customers' enquiries and complaints, provide possible solutions
  • Staff coaching
  • Handle UAT and ad-hoc project as required

Requirements
  • Form 7 and above
  • At least 7 years of relevant experience in MPF administration with 2 to 3 years at the supervisory level; less experience will consider as Officer
  • Customer-focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Proficient in PC applications including Excel, Word and Chinese Word Processing
  • Good command of both written and spoken English and Chinese

Last updated on 2022-01-23 at 9pm
Insurance - Pension
Post:  Supervisor (Pensions Administration) x 2
Salary:  negotiable

Responsibilities:
  • Ensure smooth running of the account assigned, and follow up with outstanding issues.
  • Makes recommendations and execute process streamlining and service improvement initiatives.
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner
  • Staff coaching.
  • Handle UAT and ad-hoc project as required.

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 5 years' solid experience in handling MPF Administration
  • 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 2022-01-23 at 9pm
Insurance - Life
Post:  Underwriting Manager
Salary:  negotiable

For a listed life insurance.

Responsibilities:
  • Reporting to Department Head, the incumbent will be responsible for:
  • Perform underwriting assessment on new business application and review suggest cases from underwriters, including large amount and complex cases
  • Assist to monitor and manage underwriting performance standard
  • Review and recommend the current workflow and systems to ensure consistency of underwriting decisions is comply with the Company’s operation guidelines
  • Maintain relationships with and delivers quality customer services to internal and external stakeholders
  • Participate in the product development cycle in giving comments and advice from underwriting perspective
  • Assist to develop and coach underwriters

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA).
  • 8 years of underwriting experience in life insurance company, with project handling experience
  • Strong analytical and problem-solving skills
  • Excellent leadership, interpersonal and communication skills
  • Open-minded, flexible and always strive for improvement

Last updated on 2022-01-23 at 9pm