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 2021-05-13 at 9pm
Insurance - Life
Post:  Actuarial Analyst / Assistant
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support business plan and perform financial analysis (e.g. SOE and VNB) to provide business insights and facilitate effective decision making
  • Provide support in development and maintenance of actuarial models as required
  • Provide support in IFRS 17 and HKRBC implementation projects
  • Provide support in management of participating insurance portfolio
  • Support other actuarial projects and business initiatives as assigned

Requirements:

  • University Graduate in Actuarial Science or related disciplines
  • Good progressing in actuarial exams
  • 0-5 years of experience in life insurance industry
  • Strong technical knowledge in financial reporting areas
  • Experience in Moody’s Axis is a plus
  • Knowledge in actuarial modelling
  • Ability to apply complex concepts to solve business problems
  • Strong analytical and problem solving skills
  • Ability to manage multiple priorities and deadlines
  • Take ownership and can work independently with minimal supervision
  • Demonstrate initiative, commitment and responsibility as a team member
  • Excellent verbal and written communication skills on both English and Chinese

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Administration II (Pensions Operations) – Perm and Contract
Salary:  negotiable

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

Requirements:
  • A HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder or above.
  • 1 year pensions administration experience preferred
  • Knowledge in basic MPF and customer service principle.
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Accounts
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 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Analyst, Quality Assurance (Contract)
Salary:  negotiable

for a listed financial company.

Responsibilities</u:
  • Handle MPFA investigation & Court Case
  • Assist in handling enquiries / complaints
  • Other ad-hoc projects as assigned

<u>Requirements
:
  • University graduate preferred
  • 1 to 2 years of audit and compliance experience, related to pensions is highly regarded
  • Sound knowledge on MPF regulation
  • Excellent command in MS Excel
  • Proficient in written & spoken English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Life
Post:  Assistant Manager (Claims)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Accounts
Post:  Assistant Manager (Internal Audit)
Salary:  negotiable

For a listed financial company.


Responsibilities:
  • Performs audit fieldwork in accordance with the approved audit program
  • Assist in updating audit program and completing audit documentation on a timely basis
  • Assist in preparing formal written reports expressing opinions on the adequacy and effectiveness of the system of internal control
  • Review and assess internal controls with compliance to necessary policies and regulatory requirements
  • Participate in ad-hoc advisory projects and assignments as required from time to time

Requirements:
  • Degree in Accounting or a related discipline, with professional qualification in CPA is preferable
  • Minimum 3 years’ work experience in business auditing and IT auditing, preferably gained from internal audit in financial institution and professional accountancy firm
  • Knowledge of MPF business and risk management methodologies is an advantage
  • Good communication and interpersonal skills
  • Proficient in MS Word, Excel and PowerPoint
  • Good command of written and spoken English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Life
Post:  Assistant Manager (Policy Administration) - contract
Salary:  negotiable

for a listed financial company.

Contract period: until till Dec 2021

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

Requirements:
  • Diploma holder or above with professional insurance qualification (e.g. FLMI, ACS, CAMS)
  • 5 years’ experience or above in life insurance, preferably in policy administration, of which 1 – 2 years in supervisory level
  • With AML related knowledge and working experience
  • Strong analytical, interpersonal and communication skills
  • Detail minded and proactive, with strong sense of responsibility
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Manager (Sales Support)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Provide administrative support to Business Development team members in sales and client servicing initiatives and fulfilment of daily routine works
  • Monitor and control the team level log sheet for recording various client activities, consumption, marketing materials and seasonal gifts
  • Work closely with internal and external parties to coordinate various initiatives, programmes, events and projects
  • Coordination to various team activities in preparation/ monitor / prepare report
  • Handle enquiries and complaints from channel partners, clients and acquire a good understanding of client’s needs
  • Apply knowledge of company’s products, operations (including operating systems) an its related systems to servicing channel partners, customers and RMs
  • Assist RMs to review retirement portfolio and investment portfolio in the light of updated information
  • Take up tasks and projects as assigned from time to time
  • Raise feedback and idea to improve team’s productivity and efficiency
  • Provide business planning and development services to other member company

Requirements:
  • Associate Degree or Degree holder, preferably with major in administration
  • Minimum 4-5 years’ relevant work experience within financial industry
  • Experience in pension / banking and financial industry preferred
  • Excellent knowledge in MS office (Excel, Word and PowerPoint) and data processing
  • Good interpersonal and communication skills, and result driven
  • Strong initiative, positive thinking with strong problem-solving skill, good reporting skill
  • Excellent command of spoken and written English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Manager / Senior Supervisor (Pensions Administration - Contribution)
Salary:  negotiable

Responsibilities:
  • Assist Manager in managing team members with respect to standards of accuracy, timeliness and productivity.
  • Ensure smooth running of the assigned accounts, resolve complicated issues and escalate the situations when necessary.
  • Handle customers' enquiries and complaints, provide possible solutions.
  • Staff coaching and support staff development plans
  • Implement procedures, processes and projects for process streamlining of operations and service improvement initiatives.
  • Handle UAT and ad-hoc project as required.

Requirements:
  • Bachelor Degree holder with at least 7 years' solid experience in handling MPF administration and in supervisory role.
  • 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. Candidate with skill in Access is preferable
  • Good command of both written and spoken English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Manager/Senior Analyst (Quality Assurance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Monitor the overall compliance with governing rules, service agreements of all MPF/ORSO products administered by the company and ensure fulfillment with requirements of ISO 9001 quality standards.
  • Handle enquiries from trustees, regulators and pensions operations team and conduct investigation for complaint/appeal cases to ensure our compliance with the relevant regulatory requirements and internal operating guidelines
  • Perform regulatory filing and compile reports to regulators and trustees

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Manager/Senior Supervisor (Pensions Operations - Document Management Center)
Salary:  negotiable

Responsibilities:
  • Assist the Senior Manager in overseeing the operation of Document Management Center in Wealth and Pension division.
  • Manage Indexing team for Group and Pension business as well as capture and DMC support team ensuring efficiency and effective services are always maintained.
  • Assist in reviewing and streamlining process and procedure in order to enhance productivity and service level.
  • Develop and coach team members
  • Participate in ad hoc projects when required.

Requirements:
  • Bachelor Degree preferred.
  • Minimum of 5 years experience in pensions or insurance industries, in which at least 2 years in Supervisory role
  • Knowledge in operation of Document Management in pensions or insurance industries
  • Good communication and interpersonal skills
  • Experience in supervising a team of staff members
  • Proficient in Microsoft Word and Excel
  • Proficient in both written and spoken English and Chinese
  • Candidate with less experience may consider as Senior Supervisor

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Manager/Senior Supervisor (Pensions Operations)
Salary:  negotiable

Responsibilities:
  • Assist the Manager in managing team members with respect to standards of accuracy, timeliness and productivity.
  • Ensure smooth running of the assigned accounts, resolve complicated issues and escalate the situations when necessary.
  • Handle customers' enquiries and complaints, provide possible solutions.
  • Staff coaching and support staff development plans
  • Implement procedures, processes and projects for process streamlining of operations and service improvement initiatives.
  • Handle UAT and ad-hoc project as required.

Requirements:
  • Bachelor Degree holder with at least 7 years' solid experience in handling MPF administration and in supervisory role.
  • 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. Candidate with skill in Access is preferable
  • Good command of both written and spoken English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Officer (Pensions Administration) - few posts
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Officer/ Administrator (Document Management Centre)
Salary:  negotiable

Responsibilities:
  • Perform administration work in Indexing Team of Document Management Centre
  • Process incoming documents from clients
  • Process data input into system
  • Prepare reports for internal use

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 2 years' working experience, candidates with basic knowledge of MPF scheme & related regulations would be an advantage
  • Customer oriented, initiative with positive working attitude
  • Good numerical sensitivity and attentive to details
  • Good typing skills (both English and Chinese)
  • Good spoken & written English and Chinese
  • Candidate with less experience may consider for the position of Administrator

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Assistant Officer/Administrator (Pensions Operations)
Salary:  negotiable

Responsibilities:
  • Perform checking on other's team member's work and manage MPFA scheme accounts assigned including to handle all processing and servicing transactions within service requirement and regulatory guidelines.
  • Able to perform majority of processing transactions in an accurate and timely manner.
  • Able to review majority processing transactions for working partner(s).
  • Assist in process streamlining and service improvement projects or UAT etc.
  • Assist in staff training and/or involves in job rotation where necessary.
  • Handles majority enquiries from clients and escalate client issues or complaints in a timely manner.

Requirements:
  • Form 7 or above
  • 2-3 years working experience in pension industry
  • Good PC skills in Word, Excel and Access
  • Fast and accurate typing (English and Chinese)
  • Fluent in English and Cantonese
  • Candidate with less experience will be considered for the position of Administrator.

Last updated on 2021-05-13 at 9pm
Insurance - Group EB
Post:  Associate (EB Business Development)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Provide sales support to Business Development Team of pensions business, such as conducting member briefing; providing helpdesk support; and preparing closing documents for our MPF clients
  • Assist in promoting the company's Pensions Business to the clients through our distribution channels
  • Assist in preparing sales related materials and coordinating sales related activities
  • Address enquiries from our distributors and clients
  • Compile regular sales reports to management and distribution channels for business review

Requirements:
  • Bachelor degree holder
  • 3 years' experience in Pensions sales or customer servicing
  • Basic understanding of the distribution of pensions businesses
  • Excellent communication & interpersonal skills; with good client-centric mindset
  • Able to work independently and under pressure
  • Proficient in Microsoft Word, Excel and PowerPoint

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Associate (Pensions Business Development)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Provide sales support to Business Development Team of pensions business, such as conducting member briefing; providing helpdesk support; and preparing closing documents for our MPF clients
  • Assist in promoting the company's Pensions Business to the clients through our distribution channels
  • Assist in preparing sales related materials and coordinating sales related activities
  • Address enquiries from our distributors and clients
  • Compile regular sales reports to management and distribution channels for business review

Requirements:
  • Bachelor degree holder
  • 3 years' experience in Pensions sales or customer servicing
  • Basic understanding of the distribution of pensions businesses
  • Excellent communication & interpersonal skills; with good client-centric mindset
  • Able to work independently and under pressure
  • Proficient in Microsoft Word, Excel and PowerPoint

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Associate (Sales Support)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Provide sales support to Business Development Team of pensions business, such as conducting member briefing; providing helpdesk support; and preparing closing documents for our MPF clients
  • Assist in promoting the company’s Pensions Business to the clients through our distribution channels
  • Assist in preparing sales related materials and coordinating sales related activities
  • Address enquiries from our distributors and clients
  • Compile regular sales reports to management and distribution channels for business review

Requirements:
  • Bachelor degree holder
  • 3 years' experience in Pensions sales or customer servicing
  • Basic understanding of the distribution of pensions businesses
  • Excellent communication & interpersonal skills; with good client-centric mindset
  • Able to work independently and under pressure
  • Proficient in Microsoft Word, Excel and PowerPoint

Last updated on 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Business Analyst (Data Quality Management)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Identifying analysis needs, facilitating users to prepare user requirements and communicating the results and insight for continued improvement,
  • Performing data quality review, assisting users to improve data quality and solve data quality issues, 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.

Requirements:
  • 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, data profiling, data discovery, information management, 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 2021-05-13 at 9pm
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.

Requirement:
  • 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 2021-05-13 at 9pm
Insurance - Group EB
Post:  Business Development Manager (Group EB)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manage the distribution channel to promote the 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
  • Candidates with less experience will be considered for the post of Senior Specialist / Specialist.

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

Last updated on 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Compliance Manager (Life)
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
  • To Maintain 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 preferably gained in life insurance/financial institutions
  • Working knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, a good understanding of the Hong Kong regulatory framework in respect of financial institutions 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 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Contract Manager (Operations Transformation and Quality Assurance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Coordinating with different parties and participating in various operations transformation projects, implementing the quality assurance process of underwriting/claims/policy administration,
  • Handling system enhancement, user acceptance testing (UAT), investigation and support to maintain and ensure smooth system operations.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 7 years or above working experience in operations transformation, quality assurance in underwriting/claims/policy administration and/or user acceptance testing (UAT)
  • 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 2021-05-13 at 9pm
Insurance - Life
Post:  Corporate Distribution Manager
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • To provide account services to existing institutional partner on corporate life insurance products
  • To develop and promote new corporate insurance product
  • To povide support to the departmental operation.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or CFP).
  • Minimum 3 years business development experience with focus on life insurance products
  • Excellent sales drive to achieve optimal results and yet able to maintain business ethics
  • Able to work under high pressure with professional business acumen
  • Highly adaptable to changes with flexible and positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)
  • Preference will be given to candidate with broker channel management experience

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Customer Service (Representative/Senior Representative/Officer
Salary:  16K - 25K

For a listed financial company.

Senior Client Service Representative or Officerposition 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 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Digital Product Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

Key Role:
  • Assisting Head of Digital Innovation & Growth to lead of digital product to formulate the user requirement to support the digital product launch, stay abreast of the latest regulation changes to update the product details and application flow accordingly.

Responsibilities:

  • Formulate the business case of digital product launch with our potential partners
  • Formulate the user requirement and closely communicate with different internal departments to drive the digital product launch
  • Stay abreast of the latest regulations to update the product details and application flow of our digital product across different sales channels
  • Review and analyze the digital product trend, and share the insights with top managements on new product ideas and application flow optimization

Requirements:
  • Bachelor degree or above in marketing, business administration or other relevant disciplines
  • At least 5 years of relevant experience in digital insurance, product or project management
  • Excellent communications, interpersonal and presentation skills
  • Team player, self-motivated, result-oriented and highly independent.
  • Candidates with less experienced will be considered as Assistant Digital Product Manager.

Last updated on 2021-05-13 at 9pm
Accounts
Post:  Finance Officer (6-month contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Treasury and Internal Control Support

  • Support Investment Operations tasks for investment trades:
1. Ensure timely trade matching and settlement of investment orders via Custodian online platform, and settlement for the commitment of private placement
2. Follow up any failed trade with Investment Team, brokers and custodian
3. Monitor custodian cash balances for various investment portfolios
4. Handle enquiry and KYC (Know Your Customer) request with fund managers, brokers and custodian
5. Work closely with Investment Team for timely and accurately investing surplus cash in long term investment and short term Money Market Fund
6. Participate in Investment Operations related projects

  • Support Treasury tasks to prepare daily cash management package and fund transfers:
1. Prepare online banking fund transfer instructions such as payment to policyholder, Interco fund transfer, transfer to custodian for trade settlement
2. Monitor the cash balance and invest the surplus cash in Money Market Fund or time deposit to maximize the return for cash pending for investment
3. Handle Treasury related enquiry, such as Faster Payment and oversea telegraphic transfer rejections and response
4. Update banking information in Concur payment system for vendor payment
5. Help to establish new bank accounts

Requirement:
  • Minimum 5 years of accounting or finance operation experience at a supervisory level, preferable obtained in the insurance industry
  • University graduate or above
  • Qualified professional accountant or at the final stage of qualification

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
HR
Post:  Human Resources Manager
Salary:  negotiable

Responsibilities:
  • Reporting to Senior Manager/Department Head
  • To assist in various compensation & benefits matters,
  • To assist in salary structure review and maintenance, policy review, job grading, account servicing and various projects, etc.

Requirements:
  • Degree in Human Resources, Business Studies or equivalent
  • Minimum 10 years Human Resources experience with concrete exposure in compensation & benefits especially salary structure maintenance
  • Willing to develop own potentials in other HR matters
  • Well-adapted to fast paced working environment with passionate working attitude
  • Preference will be given to those with life insurance/financial institution working experience
  • Mature, confident, self-motivated, creative, proactive & willing to learn challenges
  • Excellent presentation, interpersonal and communication skills
  • Can work independently as well as in a team
  • Able to work under pressure
  • Good language ability and computer skills
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2021-05-13 at 9pm
HR
Post:  Human Resources Manager (C&B)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to Senior Manager/Department Head
  • To assist in various compensation & benefits matters including but not limited to salary structure review and maintenance, policy review, job grading, account servicing and various projects, etc.

Requirements:
  • Degree in Human Resources, Business Studies or equivalent
  • Minimum 10 years Human Resources experience with concrete exposure in compensation & benefits especially salary structure maintenance
  • Willing to develop own potentials in other HR matters
  • Well-adapted to fast paced working environment with passionate working attitude
  • Preference will be given to those with life insurance/financial institution working experience
  • Mature, confident, self-motivated, creative, proactive & willing to learn
  • Highly adaptable to changes and unprecedented challenges
  • Excellent presentation, interpersonal and communication skills
  • Can work independently as well as in a team
  • Able to work under pressure
  • Good language ability and computer skills
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2021-05-13 at 9pm
HR
Post:  Human Resources Manager/Assistant Manager (C&B)
Salary:  negotiable

For a financial company.

Responsibilities:
  • Be responsible for full spectrum of C&B functions, including but not limited to payroll operation, MPF contributions, tax filing, benefits administration, insurance renewal, staff attendance & leave management, etc.
  • Develop and maintain HR budget, C&B policies, benefits review and market benchmarking Draft and review HR-related policies and procedures to ensure all practices are complied with legal and compliance requirements
  • Manage annual performance appraisal, salary review and budget exercise
  • Manage HRIS on data maintenance and system enhancement
  • Collect and analyze market data for annual salary review exercise and benefits enhancement
  • Conduct market research and prepare internal benchmarking exercises periodically
  • Prepare HR reports and external pay trend survey
  • Assist to drive C&B programme and initiatives through regular evaluation and analysis of numbers and data
  • Handle internal staff enquiries and support on HR projects and other initiatives
  • Handle ad hoc task as assigned

Requirements:
  • At least 8 years solid HR and C&B experience, preferably in Financial Institutions
  • Experience in using HRIS
  • Proficient in HK Labour Law and Employment Ordinance
  • Strong in data analytics
  • Proactive and able to work diligently in a dynamic environment
  • Flexible, result-oriented, self-motivated and willing to learn
  • Numbers and data sensitive with excellent organization, communication skills and attentive to details
  • Proficient in MS Office with advanced knowledge in Excel and PowerPoint
  • Proficient in written and spoken English and Chinese
  • Candidates with less experience will be considered for the position of “Assistant Manager”

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager (Client Management)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To build and maintain strong and trusted relationships with VIP clients in order to achieve VIP portfolio retention
  • Conduct regular meetings with clients and their employees to enhance the overall experience to the company’s pensions and group insurance
  • Collaborate with internal counterparts to resolve client enquiries quickly and effectively
  • Drive the new initiative to generate new business opportunities from existing clients through strong collaboration with other relationship managers
  • Develop tools and program in executing new strategy from time to time

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

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager (Pensions Operations)
Salary:  negotiable

Responsibilities:
  • Assist AVP in ensuring smooth running of internal MPF/ORSO operation in alignment with the business and compliance requirement.
  • 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 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.
  • Participate in any ad-hoc projects as assigned.

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 2021-05-13 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 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager (Testing & Integration)
Salary:  negotiable

For a listed financial company.

The Role:
An independent manager to assist Business in planning and executing end-to-end testing and cutover verification activities such as: Working closely with Project Management Office and business leadership on how to achieve key milestones, tracking progress and confirming exit criteria.

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 Pensions Operations and Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Have in-depth understanding on both Hong Kong MPF schemes and administration
  • 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 2021-05-13 at 9pm
IT
Post:  Manager (Testing & Integration)
Salary:  negotiable

For a listed financial company.

The Role:
An independent manager to assist Business in planning and executing end-to-end testing and cutover verification activities such as: Working closely with Project Management Office and business leadership on how to achieve key milestones, tracking progress and confirming exit criteria.

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 Pensions Operations and Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Have in-depth understanding on both Hong Kong MPF schemes and administration
  • 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 2021-05-13 at 9pm
Accounts
Post:  Manager / Assistant Manager (Fund Services)
Salary:  negotiable

For a listed financial services company.

Responsibilities:
  • Assist to supervise a team in performing portfolio valuation NAV prices computation and other fund administration works daily
  • Check valuation reports and other fund administration works to ensure that they are correctly prepared
  • Maintaining a high degree of accuracy and consistency in preparation of daily reporting and ensure that the pricing/valuation process are adhered to audit procedures and ensure service standards are met.
  • Deal with issues and queries from clients in a professional and timely manner
  • Follow and perform control as specified in the Procedure Manual and ensure comply with in all relevant work processes. Prompt escalation to Team Head or Department Head for any issues identified.
  • Strong sense on risk awareness and supervise the team members to ensure they always comply with regulation and company’s policy and procedures.
  • Participate in UAT for any new system enhancement prior to production
  • Participate in those tasks or projects as assigned by Department Head from time to time and take accountability.

Requirements:
  • Degree holder in accountancy or Diploma in Business related discipline etc. For candidates with academic background below degree, strong and relevant experience in fund administration industry must be demonstrated.
  • Minimum 6 years’ experience in fund accounting and administration, with substantial experience in regulated mutual funds / MPF / ORSO schemes operations
  • Good command of spoken and written English and Chinese.
  • Be flexible and an open-minded team player
  • Strong adaptability to change

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager/ Assistant Manager (Pensions Business Development (Agency Channel))
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Develop segmentation strategy by using non-face-to-face means to establish and deepen relationships with the agents
  • Handle agency and clients’ enquiries and complaints as raised from hotline, WhatsApp and email, and acquire a good understanding of client’s needs with a view to enhancing the product and operational capabilities for the group of companies
  • Follow up the outstanding document and information with clients/ agents
  • Conduct and redesign various corporate trainings, including licensing training, product training, sales workshop and CPD training for channel partners
  • Serve selected clients for their pension schemes in compliance with the service standards with a view of reducing scheme transfer-out at minimal level
  • Help build up and maintain a professional corporate image and reputation of group of companies in its servicing capabilities and culture
  • Assist to co-ordinate and participate in all kinds of events and seminars
  • Comply with regulatory and licensing requirements, internal policies and guidelines

Requirements:
  • Diploma or above, preferably university graduate in business discipline
  • Minimum 4-5 years’ relevant work experience in client services areas within pension/financial industry, with at least 1-2 years working experience at supervisory level.
  • Maintain Investment Representative License/or having passed the related examination as approved by SFC from time to time
  • Good understanding of MPF & ORSO an added advantage
  • Strong initiative with good customer service orientation
  • Strong in MS office (Excel, Word and PowerPoint)
  • Good command of spoken and written English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager/Assistant Manager (Business Operations) (1-year contract)
Salary:  negotiable

Responsibilities<u>:
  • Keep track and follow up on necessary replies/issues to regulatory bodies (e.g. MPFA, SFC, HKTA)
  • Review information / communication to be provided internally and externally
  • Escalate areas of concern / possible compliance issues to relevant stakeholders
  • Support trustee in handling the projects in the pipeline, including preparing application to regulators

<u>Requirements
:
  • Degree holder
  • At least 6 years of relevant experience, preferably with 2 years of experience in compliance
  • Candidates with industry knowledge of the MPF/ ORSO regulations/ SFO and trust related regulations and concepts would be a definite advantage
  • Independent with strong communication and analytical skills
  • Good command of spoken and written English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Manager/Senior Manager (Pensions Administration/QA/Complaint)
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Reporting to Head of Operations, the incumbent plays a critical role in providing and analyzing information / fact findings in response of clients, members and regulatory requests and complaint.
  • Work closely with Quality Assurance Team for complaint handling in provision of fact finding/information for complaint and for MPFA request.
  • Arrange and organize monthly DC reporting and appeal case checking within time line.
  • Analyze IT ticketing and CR need and prioritization with IT and TCS.
  • Organize and perform user acceptance test for system defects and CRs
  • Act as SME in Operations Support for process and performance improvement.
  • Perform process work when it deems necessary when it is at peak or lack of resource in processing teams

Requirements:
  • Degree/Diploma in Computer Studies/Information System or equivalent
  • Minimum 1 to 2 years working experience as Business Analyst or with relevant retirement operation experience
  • Knowledge and prior experience in MPF operations
  • Knowledge of customer services and complaint handling is an advantage
  • Knowledge of user requirement analysis and ability to conduct user acceptance test for system enhancement or system projects
  • Proficiency in WORD, EXCEL and ACCESS
  • Good command of written and spoken English and Chinese
  • Candidate with more experience may consider as Senior Manager

Last updated on 2021-05-13 at 9pm
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 2021-05-13 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 2021-05-13 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 2021-05-13 at 9pm
Insurance - Pension
Post:  Officer (Pensions Operations)
Salary:  negotiable

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

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

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Officer / Client Service Representative (Call Centre) (6-month Contract)
Salary:  negotiable

Client: pensions field.

Responsibilities:
  • Handle enquiries related to Employment Support Scheme/ digital platforms through hotline or e-mails & input call logs
  • Handle clerical duties (e.g. printing/ mailing or issuing reply letters to clients)

Requirements:
  • Diploma holder or above; fresh graduates are welcomed
  • Good client servicing skills with positive attitude
  • Good communication skills in English & Chinese
  • Attentive to details
  • Immediate available preferred but not a must

Contract:
  • passionate in client servicing
  • experience in CS but fields other than pensions and FI are welcome e.g. telecom, travel, airline are welcome

Last updated on 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Officer/Senior Officer (Strategic Initiative)
Salary:  negotiable

Responsibilities
  • Assist the execution of marketing projects and initiatives including new product launches, advertising campaigns, lead-generation programs, digital marketing campaigns and promotional activities
  • Draft and prepare quality bilingual marketing and communication materials and ensure that these materials are complying with corporate branding guidelines and the relevant regulatory requirements
  • Coordinate with different key stakeholders to gather comments and feedback on marketing/communication materials
  • Coordinate with different external vendors/service providers to collect quotations for comparison and handle the marketing/communication material production
  • Provide onsite/offsite supports on marketing and communication events for various distribution channels, such as outreach activities and MPF member seminars, etc.
  • Collect and compile competitors' information to prepare comparison and analytical report on a timely basis

Requirements:
  • University graduate in any business, better in marketing or insurance related subjects
  • Minimum 2 - 4 years relating working experience and preferably with experience in handling marketing materials in pensions and group insurance business
  • Familiar with basic computer skills (MS Word, Excel, PowerPoint and Outlook)
  • Able to handle multiple tasks simultaneously and independently
  • Good communication and coordination skills with detail and discreet mindset
  • Good in written and spoken English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Officer/Senior Officer, Strategic Initiative
Salary:  negotiable

Responsibilities
  • Assist the execution of marketing projects and initiatives including new product launches, advertising campaigns, lead-generation programs, digital marketing campaigns and promotional activities
  • Draft and prepare quality bilingual marketing and communication materials and ensure that these materials are complying with corporate branding guidelines and the relevant regulatory requirements
  • Coordinate with different key stakeholders to gather comments and feedback on marketing/communication materials
  • Coordinate with different external vendors/service providers to collect quotations for comparison and handle the marketing/communication material production
  • Provide onsite/offsite supports on marketing and communication events for various distribution channels, such as outreach activities and MPF member seminars, etc.
  • Collect and compile competitors' information to prepare comparison and analytical report on a timely basis

Requirements:
  • University graduate in any business, better in marketing or insurance related subjects
  • Minimum 2 - 4 years relating working experience and preferably with experience in handling marketing materials in pensions and group insurance business
  • Familiar with basic computer skills (MS Word, Excel, PowerPoint and Outlook)
  • Able to handle multiple tasks simultaneously and independently
  • Good communication and coordination skills with detail and discreet mindset
  • Good in written and spoken English and Chinese

Last updated on 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Policy Administration (9 Months Contract)
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 2021-05-13 at 9pm
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 2021-05-13 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:

Last updated on 2021-05-13 at 9pm
Insurance - Life
Post:  Risk Management (Contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Providing all rounded support of different risk management team with an exposure on insurance Risk, Investment risk and Enterprise Risk Management.

Requirements:
  • Pursuing an undergraduate Bachelor’s Degree in Actuarial Science, Mathematics or other Business related discipline
  • On progress of acquiring SOA qualification will be an advantage
  • Excellent mastery of Excel & Access
  • Strong analytical, problem solving and interpersonal skills
  • Able to work independently and willing to work under fast-paced environment
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2021-05-13 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 2021-05-13 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 2021-05-13 at 9pm
Insurance - Life
Post:  Senior Corporate Communications Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

Main Role
Assisting Head of Corporate Communication to manage and implement core communications initiatives to promote corporate’s industry leadership position and brand image.

Responsibilities:

Brand Management
  • Formulate communications strategies, implement measures to enhance corporate image and brand visibility.
  • Lead CSR and multi-level stakeholder engagement activities to build thought leadership and maintain positive brand perception.
  • Lead the annual brand audit exercise
  • Develop communications toolkits and platforms for effective branding and stakeholder engagement.
  • Manage internal and external communications to enhance brand equity through a wide range of new business initiatives.

Content and Editorial Communications
  • Develop and gatekeep all contents for corporate literature including but not limited to press release, corporate collateral, speech, presentation materials, boilerplate, factsheet, newsletter, brochure, promotional leaflet, executive profile, corporate overview, corporate announcement, statement, corporate messaging, advertorial, etc.
  • Manage the design and production of corporate publications.
  • Manage bilingual translation of the corporate literature

Media Relations
  • Devise effective media strategy and plans covering both traditional and social media platforms.
  • Develop and maintain the corporate messaging guide to facilitate effective and consistent communications.
  • Manage media stakeholders’ database and lead all press events and media engagement activities.
  • Develop LTT and messaging for business initiatives, product and service launch and executive interviews.
  • Manage the company’s media audit exercise and media training programmes.
  • Lead the market intelligence monitoring, reporting and analysis through media channels to facilitate management decision in a timely manner.
  • Apply brand journalism and pitch executive interviews and media publicity opportunities to raise brand awareness and uplift brand equity.

Public Affairs
  • Develop messaging and QA decks for issue and crisis scenarios
  • Manage reputational risk, provide communications support in managing replies to customer complaints.
  • Support crisis communications including crisis trainings, drills and workshops
  • Manage and maintain positive relations concerning government, lawmakers, regulators, business associations, community organizations, NGOs, etc.

Requirements:
  • Bachelor degree or above in Communications, Journalism, Public Relations or Translation.
  • At least 10 to 12 years’ experience with all-rounded exposure to Corporate Communications functions, and a minimum of 5 years in managerial position.
  • Experienced in formulation and execution of branding plus communications strategies and measures. Excellent project management skills.
  • Expertise in media relation (including social media), crisis management and stakeholder engagement are mandatory.
  • Excellent communication and presentation skills with high proficiency in spoken and written English and Chinese (Cantonese and Mandarin).
  • A solution provider with strategic mindset, positive can-do attitude and acute business sense to achieve business goals. Ability to work with people at all levels and drive cross-department collaboration and business results.
  • Hands-on and detail-oriented, result and quality driven. Able to handle multi tasks and deliver quality work in a fast-paced business environment, deadline conscious.
  • Demonstrated leadership, analytical, problem solving and decision-making abilities.
  • Proficiency in Microsoft Office applications, PowerPoint, Excel.
  • Resourceful, creative and willing to go extra miles to achieve greater outcome.
  • Mature, positive with can do attitude, able to work independently with minimal support and guidance.

Last updated on 2021-05-13 at 9pm
Accounts
Post:  Senior Manager (Internal Audit)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Participate in the development and execution of annual audit plan for evaluating the Company’s risk management framework and internal control system on adequacy, effectiveness and compliance with stated policies, procedures, laws and regulations
  • Lead, supervise and coach subordinates in conducting scheduled audits and ad-hoc reviews
  • Enhance audit program, perform fieldwork in a professional and competent manner and make recommendations for improvement
  • Conduct follow-up works and report status to department head to ensure proper implementation of agreed actions by auditees
  • Act as the backup to department head, and enhance productivity and competence of the team

Requirements:
  • Degree in Accounting/Auditing/Risk Management or a related discipline with relevant professional qualification is preferable
  • Minimum 8 years’ work experience preferably with internal audit experience in financial institutions and Big 4 accountancy firms
  • Knowledge of fund management, pension operations and trustee business
  • Excellent communication and interpersonal skills
  • Proficiency in written and spoken English and Chines

Last updated on 2021-05-13 at 9pm
Insurance - Life
Post:  Senior Manager/Manager (Operational Risk Management)
Salary:  50K - 60K

For a listed financial company.

Responsibilities:
  • Be responsible for operational risk management, product due diligence (operational risk), incident control, outsourcing risk management, business continuity planning (BCP), policy maintenance and etc.
  • Assisting business / supporting functions on operational risk identification, assessment, monitoring, 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.


Requirements:
  • Bachelor degree in Risk Management, Business Administration, Accounting or related discipline
  • Minimum 6 years relevant experience in life insurance industry. Experience in operational risk management, fraud risk management, audit or internal control is highly preferred.
  • Knowledge in Insurance Companies Ordinance and good understanding of Hong Kong insurance regulatory framework is preferred
  • Tactful in dealing all levels of staff and business associates
  • Positive mentality with flexible working attitude
  • Excellent communication, analytical and writing skills
  • Highly adaptable to changes and unprecedented challenges
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Proficient in MS Office and Excel

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Senior Manager/Manager, Business Operations (6-month contract)
Salary:  negotiable

Responsibilities:
  • Keep track and follow up on necessary replies/issues to regulatory bodies (e.g. MPFA, SFC, HKTA)
  • Review information / communication to be provided internally and externally to ensure quality, accuracy, consistency and completeness of information
  • Conduct investigation on the issues, identify root cause and review rectification and remediation actions
  • Escalate areas of concern / possible compliance issues to relevant stakeholders

Requirements:
  • Degree holder
  • At least 8 years of relevant experience, preferably with 2 years of experience in compliance
  • Candidates with industry knowledge of the MPF/ ORSO regulations/ SFO and trust related regulations and concepts would be a definite advantage
  • Independent with strong communication and analytical skills
  • Good command of spoken and written English and Chinese

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Senior Officer / Officer / Client Service Representative, Client Service Delivery (Permanent)
Salary:  negotiable

client: Pensions field

Responsibilities:
  • Handle inbound and outbound calls to scheme members and employers, as well as clients’ enquiries from the walk-in counter
  • Achieve expected service standard in terms of call quality, cost effectiveness and compliance with regulatory requirements
  • Perform call observation, conduct review and root cause analysis & feedback collection for ongoing service improvement
  • Provide coaching and briefing to team members in handling difficult clients/complaint cases
  • Assist team leader in call centre operation and system enhancement
  • Participate in ad-hoc projects if required

Requirements:
  • Higher diploma or above in any discipline
  • Minimum 5 years of client service experience, candidates with sound knowledge of MPF and ORSO legislation is a definite advantage
  • Solid experience in handling complaint cases, preferably with exposure in servicing walk-in clients
  • Client focused with positive attitude
  • Excellent problem solving & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Immediate available preferred but not a must
  • Shortlisted candidates may be required for a written test
  • *Candidate with less experience will be considered for Client Service Representative.

For Permanent roles:
  • a written test may be arranged after the interview.
  • strong communication skills with both spoken and written English, Cantonese and Mandarin
  • experience in handling clients complaints (verbal, written and face-to-face)
  • pensions and/or FI experience preferred
  • prefer IIQE 1, 3 holder but not a must. Those without the licenses will be required to obtain the proper licenses within probation period.

Contract:
  • passionate in client servicing
  • experience in CS but fields other than pensions and FI are welcome e.g. telecom, travel, airline are welcome

Last updated on 2021-05-13 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 2021-05-13 at 9pm
Insurance - Group EB
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 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

Requirements:
  • Form 7 and above
  • 2 years working experience preferably in providing sales or administrative support to 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 2021-05-13 at 9pm
Insurance - Group EB
Post:  Senior Specialist (Group EB Business Development)
Salary:  negotiable

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 2021-05-13 at 9pm
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 2021-05-13 at 9pm
Insurance - Life
Post:  Senior Underwriter
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform risk assessment of medical case up to the specified authorization limit;
  • Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, and Underwriting Guideline and Rule Book and service pledge;
  • Provide sellers’ enquiries supports;
  • Provide supports at Agency Service Counter;
  • Review Underwriters’ works if required;
  • Provide second approval of referred application from Underwriters;
  • Assist Team Leader or Managers to keep track of applications requests for producing monitoring and control reports; and
  • Handle ad-hoc assignments

Requirement:
  • University degree holder
  • Competent knowledge of medical aspects (anatomy, physiology, disease, medical abbreviations & terminology, lab tests etc.)
  • Competent knowledge of financial underwriting
  • Competent PC knowledge, includes Excel, Word, PowerPoint and Access
  • Good spoken and written English and Chinese communication skills
  • Customer oriented mindset

Last updated on 2021-05-13 at 9pm
Insurance - Pension
Post:  Supervisor (Pensions Administration)
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 2021-05-13 at 9pm
Insurance - Pension
Post:  Supervisor (Pensions Administration)
Salary:  negotiable

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 2021-05-13 at 9pm
Insurance - Life
Post:  Underwriting Staff (Contract)
Salary:  negotiable

for a listed insurance company.

Responsibilities:
  • Be responsible for administrational support
  • Data inputting of life insurance policy
  • Assisting the daily operation work flow of the Underwriting & Claims Department.

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

Last updated on 2021-05-13 at 9pm