北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Accounts
Post:  Accounting Manager
Salary:  negotiable

For a listed financial company.

Responsibilities
Assisting senior manager to oversee a team on finance operation including:

  • cash management and related control,
  • accounting ledger review,
  • month end closing monitoring,
  • accounting systems user maintenance and governance,
  • leading operation flow enhancement project.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent.
  • Qualified Accountant, ACCA, HKICPA or equivalent.
  • 10 years solid accounting experience with focus on cash management and accounting ledger control with 5 years solid supervisory experience.
  • Accounting experience gained in life insurance industry is preferable.
  • Knowledge of Oracle system is an advantage.
  • With solid experience in UAT support including preparation of test plans, test cases and test reports.
  • 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 2020-11-30 at 1pm
Insurance - Life
Post:  Actuarial Manager
Salary:  negotiable

fora listed insurance company.

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

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

Last updated on 2020-11-30 at 1pm
Office Administration/Estate Management
Post:  Administration Assistant (Contract)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2020-11-30 at 1pm
Office Administration/Estate Management
Post:  Administration Manager
Salary:  negotiable

For a listed financial company.

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


Requirements:
  • Bachelor degree or above in Facilities Management, Building Services, Business Administration or related disciplines
  • Minimum 8 years administrative working experience.
  • Excellent analytical and problem-solving skills with strong numerical sense.
  • Strong in planning, analytical, organizing and interpersonal skills
  • Responsible, well organized and detail minded with the ability to handle multiple tasks independently.
  • Proficiency in MS Work, Excel PowerPoint and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Administrator II (experienced, Pensions Administration) - 1 year contract
Salary:  18K - 21K

for a financial company

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

Requirements
  • Form 5 or above 1-2 years’ pensions administration experience preferred, OR
  • fresh HD/U graduates without experience
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese
Recent graduates will be considered
Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Analyst (Business Finance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Responsible for checking monthly pension and group business financial and actuarial analysis, including sales, VNB and net income
  • Provide professional and technical support to the management of the Pension and Group Business within the Company group in Hong Kong, including group product pricing and profitability review, financial analyses and business/sales planning
  • Assist in the ad hoc projects and major W&P business undertakings for providing inputs in respect of W&P cost and expenses analysis
  • Develop the customer segmentation analysis to support direct marketing/retention initiatives
  • Deliver the experience studies and review/monitor assumptions
  • Develop fund performance analysis reports enabling the understanding of fund performance from various perspectives

Requirements:
  • University graduate in Quantitative Finance, Risk Management, Statistics, Accounting, Finance, or similar subjects
  • 2-3 years relevant working experience preferably with financial analysis or actuarial experience in pension and group industry
  • General knowledge of financial assumptions of <b>pension and group insurance products<b> in Hong Kong
  • Robust technical ability to build and maintain sophisticated financial model to aid management analyses and problem resolution
  • Good interpersonal, verbal and written communication skills
  • Proficient in Microsoft Word/ Excel/ PowerPoint/ Access (VBA, SQL)

Last updated on 2020-11-30 at 1pm
Insurance - Group EB
Post:  Analyst (Business Finance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Responsible for checking monthly pension and group business financial and actuarial analysis, including sales, VNB and net income
  • Provide professional and technical support to the management of the Pension and Group Business within the Company group in Hong Kong, including group product pricing and profitability review, financial analyses and business/sales planning
  • Assist in the ad hoc projects and major W&P business undertakings for providing inputs in respect of W&P cost and expenses analysis
  • Develop the customer segmentation analysis to support direct marketing/retention initiatives
  • Deliver the experience studies and review/monitor assumptions
  • Develop fund performance analysis reports enabling the understanding of fund performance from various perspectives

Requirements:
  • University graduate in Quantitative Finance, Risk Management, Statistics, Accounting, Finance, or similar subjects
  • 2-3 years relevant working experience preferably with financial analysis or actuarial experience in pension and group industry
  • General knowledge of financial assumptions of <b>pension and group insurance products<b> in Hong Kong
  • Robust technical ability to build and maintain sophisticated financial model to aid management analyses and problem resolution
  • Good interpersonal, verbal and written communication skills
  • Proficient in Microsoft Word/ Excel/ PowerPoint/ Access (VBA, SQL)

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Analyst (Quality Assurance) - 1-year contract
Salary:  negotiable

for a listed financial company.

Responsibilities
  • Handle MPFA investigation & Court Case
  • Assist in handling enquiries / complaints

Requirements:
  • Experience in pension administration
  • Sound knowledge on MPF regulation
  • Excellent command in MS Excel

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Analyst (Quality Assurance) - 6-month contract
Salary:  negotiable

for a listed financial company.

Responsibility:
  • Compiling regulatory and management reports
  • Other ad-hoc tasks as assigned

Requirements
  • Excellent command in MS Excel
  • Sound knowledge in MS Access

Last updated on 2020-11-30 at 1pm
Accounts
Post:  Assistant Accounting Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Understand the settings/parameters of new IFRS 17 sub-ledger and know how to assist Finance team in making financial analysis
  • Review and refine new IFRS 17 accounting logic and posting rules
  • Review and perform UAT plan and testing on all new process and systems
  • Assist in the design of the new processes to enable transition of current closing process from IFRS 4 to IFRS 17
  • Assess and analyze the impact of IFRS 17 on financials and KPIs with refinements
  • Provide requirements on financial and management reports under the new IFRS 17 sub-ledger
  • Closely follow IFRS 17 latest development to assess the market's interpretations and implementation of the new standard.
  • Support in making training and other materials
  • Adhere to project plans on deliverables

Requirements:
  • Degree in Finance, Accounting or IT with Finance knowledge
  • 3-5 years’ experience in financial/management reporting function in insurance industry
  • Knowledge in accounting standard IFRS 9 & 17 is a plus
  • Highly adaptable to changes with flexible and positive working attitude
  • Proficient in using MS applications such as MS Word, Excel, PowerPoint
  • Proficiency in English and Chinese.
  • Experience in finance project implementation
  • A dynamic team player, with excellent coordination, communication, and interpersonal skills
  • Good analytical and problem-solving skills

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Assistant Manager (Client Service Delivery)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support and back up the Client Service Center (CSC) service functions to ensure the Centre’s smooth operations.
  • Performs quality assurance functions of the various functions at CSC.
  • Actively participates in Corporate and/or Department service initiatives (digital & non-digital) to uplift our service standards and our digital roadmap.
  • Carry out training needs analysis by observing customer interactions. Acts as a trainer in client service training, shares experiences on complicated inquiries/complaints through regular huddles and offers solutions to eliminate future calls.
  • Reviews reports and discusses team performance, achievements and opportunities with department head to uplift the service standard.
  • Handles and resolve complicated / escalated customer / channel complaints or objection and meet their needs.

Requirements:
  • University graduate in any discipline with IIQE designation.
  • 5-7 years of experience in the insurance client service industry of which 2 – 3 years are at supervisory level.
  • Good knowledge in insurance industry and regulatory / compliance guidelines and laws.
  • Past experience with digitalization projects and initiatives to uplift service standards is an advantage.
  • Monitor and coach the client service staff and team performance.
  • Make recommendations on the improvement on the client service operation.

Last updated on 2020-11-30 at 1pm
IT
Post:  Assistant Manager, Business Analysis (Contract)
Salary:  negotiable

For an international financial company.

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

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

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Assistant Officer (Pensions Administration) - 1 year contract
Salary:  21K - 24K

Client: a listed Pensions Trustee

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

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

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Business Analyst (Project Management)
Salary:  negotiable

For a listed insurance company.

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

<u>Requirement<u>:
  • University or above, preferably in Actuarial, 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
  • Strong knowledge of business analysis end-to-end process
  • 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
  • Highly adaptable to changes and unprecedented challenges
  • Excellent Problem solving, communicational, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required

Last updated on 2020-11-30 at 1pm
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 2020-11-30 at 1pm
Accounts
Post:  Head of Accounting Policy
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To handle accounting policy function including but not limited to manage and modify existing workflows in accordance with the requirements and development of accounting standard and to facilitate in dealing with accounting related issues by management and other departments.
  • To focus on IFRS 17 project implementation including but not limited to developing new accounting policies, supporting the system implementation and ensuring integration of new accounting policies into the company for the preparation of the Financial Statements, management reports and regulatory reports.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 10 years or above solid accounting experience in life insurance industry or professional firm
  • Experience in system implementation is an asset
  • Familiar with HKFRS especially for HKFRS 9 and HKFRS 17 is an absolute advantage
  • Familiar with the regulatory reporting requirements of insurance industry
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Highly adaptable to changes with flexible and positive working attitude
  • Excellent written and verbal communication skills in both English and Chinese (fluent Mandarin)

Last updated on 2020-11-30 at 1pm
Accounts
Post:  Head of Financial Management
Salary:  negotiable

For a listed financial company.

Key Role:
Leading and coaching the financial management team to handle all rounded financial management functions including but not limited to the financial planning and control, management reporting and financial analysis of the Company’s performance. In addition, he/she is expected to play a critical role in our financial management team and reports to the senior management.

Responsibilities:
  • Lead and undertake the management reporting planning, annual budgeting exercise and analysis
  • Prepare guideline/framework for management report and financial analysis
  • Manage the investment accounting system to support the analysis on Asset Liability Management
  • Monitor the company’s financial performance and develop insight to the management
  • Analyze the performance from the perspective of organization units, products, customer segments and delivery channels

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Professional qualification in CPA / SOA preferred
  • At least 10 years solid experience in audit / management reporting / financial planning and budgeting in banking / insurance field with at least 5 years at managerial level
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Strong analytical skills and critical mindset, capable of examining and analyzing financial and management information with business acumen
  • Excellent report writing skills and presentation skill

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Investment Strategist Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Senior Manager, the candidate will be responsible for supporting the implementation of investment strategy and asset allocation strategy
  • Analyze new products and provide guidance and advice for new product approval process to different departments.
  • Prepare presentation and due diligence reports for approval.
  • Conducting fund manager research, fund selection and related due diligence process
  • Evaluate fund manager performance and ongoing portfolio review
  • Maintain an update on all investment related policies and guidelines and communicate to the fund managers.
  • Coordinate the Investment Committee meeting and minutes taking.
  • Undertake other ad-hoc projects to support the team

Requirements:
  • At least 5 years of work experience in life insurance or asset management company
  • Strong foundation in fixed income, equities and other structured products.
  • Demonstrated analytical skills
  • Ability to work independently and respond quickly
  • A team player in a fast changing and non-repetitive environment
  • Excellent written and verbal communication skills in both English and Chinese

Last updated on 2020-11-30 at 1pm
Insurance - Group EB
Post:  Manager (Business Development)
Salary:  negotiable

For a listed financial company.

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

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

Package: basic salary plus quarterly incentive bonus
Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Manager (Pensions Administration)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Manage the pension operation to deliver quality pensions administration services to the client’s corporate and individual customers, in accordance with the prescribed expectation in terms of our respective service level agreement and regulatory requirements.
  • Ensure an efficient and smooth delivery of the company’s MPF operation in alignment with the business and compliance requirement.
  • Manage and drive team productivity to meet the respective service level agreement.
  • Streamline the workflow so as to improve efficiency and effectiveness, improving client service and compile with statutory requirement.
  • Devise, coach and provide development opportunities for team members
  • Participate in any ad-hoc projects as assigned

Requirements:
  • A recognized Bachelor Degree
  • Over 10 years’ experience in pension operations business
  • 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
  • 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

Last updated on 2020-11-30 at 1pm
IT
Post:  Manager (Technology Risk Business Analyst)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Marketing Manager
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.

Requirements:
  • Degree in Marketing/ Finance/ Insurance or relevant disciplines
  • 6-8 years or above relevant working experience in life insurance / banking industry, with at least 2 years’ experience in supervisory level
  • Working knowledge on market product trend and marketing intelligence would be advantageous
  • Solid working experience in implementation of event campaign management and marketing campaigns
  • Independent working experience in handling marketing collateral production
  • Detail-oriented with the capability of multi-tasking under tight deadline
  • Proactive and self-motivated with good interpersonal and communication skills
  • 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)

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Marketing Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Work with stakeholders to develop product marketing propositions and marketing materials, as well as supporting content to differentiate from competitors and is recognized for both its strategic, client-centered positioning and quality of communications for both HK & Singapore
  • Develop marketing strategy and programmes via above-the-line, below-the-line, internet and digital channels for products, brand building and lead generation
  • Support & maintain corporate website and a digital community platform from both acquisition & utilisation perspective
  • Support Search Engine Optimization Strategy and Search Engine Marketing for corporate website

Requirements:
  • University graduate in any business and marketing-related subjects
  • 8-10 years experience in marketing
  • Life insurance product knowledge plus digital marketing experience are required
  • Excellent writing skill in both English and Chinese (Traditional and Simplified)
  • Excellent coordination skills in execution among relevant stakeholders
  • Good interpersonal, multi-tasking skills with analytical and detail-minded
  • Strong marcom & content marketing skills
  • Communicate and co-ordinate with external agencies and internal stakeholders to ensure their comments are incorporated in the marketing materials
  • Deliver quality & accurate work under tight timeline
  • Drive website content update, direct marketing communication and lead management
  • Analyse program effectiveness

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Officer (Pensions Administration) - 1 year contract
Salary:  negotiable

For a Listed financial company.

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

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

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Officer/Assistant Officer (Underwriting)
Salary:  negotiable

for a listed insurance company.

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

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

Last updated on 2020-11-30 at 1pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

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

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

<u>Requirements

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

Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Product Development Manager
Salary:  negotiable

for a listed financial company

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

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

Last updated on 2020-11-30 at 1pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL and other MS office applications, especially in Excel
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Adaptability and flexibility to respond quickly to changing priorities
  • Excellent Problem solving, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required
Candidate with more experience will be considered as Senior Business Analyst
Last updated on 2020-11-30 at 1pm
Insurance - Life
Post:  Senior Manager (High Net Worth Operations)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To provide excellent Policy Servicing experience to HNW customers, by reviewing and continue to enhance current service level.
  • To deal direct with channels to resolve various kind of inquiries related to HNW business

Requirements:
  • 5 Years or above of experience in HNW segment
  • Good relationship with International Broker
  • Experience in handling Premium Financing
  • Experience in handling trust / PIC related business and inquiry
  • Good communication skill
  • Patience
  • Fluent in English

Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Senior Officer/Officer (Pensions Sales Support)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Compile sales-related reports to management
  • Process new application of Pensions business
  • Check completeness of application forms and relevant AML requirements
  • Follow up outstanding information on the application with both distributors and clients
  • Answer enquiries from distributors and customers in services counter & enquiry hotline/email
  • Coordinate logistics for sales materials, sales incentive programmes & channel record maintenance

u>Requirements</u>
  • Form 7 and above
  • 2 years working experience preferably in providing sales or administrative support to the business development team
  • Proficient in MS Powerpoint, Word & Excel (VBA) is a must
  • Able to handle clerical work independently
  • Good numerical sensitivity and attentive to details
Good spoken & written English and Chinese
Last updated on 2020-11-30 at 1pm
Insurance - Group EB
Post:  Senior Specialist/Specialist (Business Development)
Salary:  28K - 35K

For a listed financial company.

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

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

Package: basic salary plus quarterly incentive bonus
Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  Supervisor/Senior Officer (Pensions Administration)
Salary:  28K - 35K

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
  • Manage the assigned MPF scheme accounts to comply with the regulatory and service requirements
  • 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 5 years of relevant experience in MPF administration with 1 to 2 years at 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 2020-11-30 at 1pm
IT
Post:  System Analyst/Analyst Programmer
Salary:  negotiable

For a sizeable insurance client:

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

Requirement
Degree in Computer Science or equivalent
At least 5 years’ relevant experience in which 1-2 years as system analyst in the insurance industry
Ability to applied expert programming skills in Ingenium/CAPSIL is an advantage
Familiar with the application development tools such as COBOL, Java Script, VB and Crystal Report etc.
Strong analytical, problem solving and staff coaching skills, particularly in integrating and recommending various complicated IT/business solutions
Good understanding of IT System Development Life Cycle (SDLC), its stages major tasks and deliverables
Candidate with less experience will be considered as Analyst Programmer
Last updated on 2020-11-30 at 1pm
Insurance - Pension
Post:  VP/Manager (Trustee Services)
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Monitor performance of third party service providers of pension and funds (such as fund managers and custodians), including but not limited to annual diligence and regular review/ evaluation
  • Conduct reviews and give recommendations on the following areas (as trust and fiduciary expert):
1. MPF/ ORSO fund performance; fees and charges
2. Governance on MPF scheme sponsors
3. Investment monitoring
4. NAV calculation (including fair value policy)
5. Custody and safeguarding of assets
  • Handle enquiries from the MPFA and governmental bodies (such as Official Receiver), concerning scheme administration
  • Review trust/fund documentation to advise clients on trustee and fiduciary aspects and ensure applicable governance policies and procedures are complied with
  • Validate and approve redemption/benefits payments to investors in accordance with scheme/ fund documents
  • Coordinate and prepare responses to consultations on regulatory changes in the trustee industry, working with scheme sponsors, business, operations, legal and compliance

Requirements:
  • Degree holder or above
  • Minimum 10 years’ work experience in trustee/ fund industry, with more than 5 years at managerial grade
  • Good understanding of the regulatory and compliance requirements for pension and funds (knowledge in MPF and ORSO is a must)
  • Detail oriented with excellent organizational and problem solving skills
  • Work independently and self-motivated

Last updated on 2020-11-30 at 1pm