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

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

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Actuarial Manager
Salary:  negotiable

fora listed insurance company.

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

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

Last updated on 2020-02-24 at 3pm
Insurance - Group EB
Post:  Administrative Assistant (Group Insurance Administration)
Salary:  15K - 18K

For a listed insurance company.

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

Requirements:
  • Higher diploma or above
  • Hands on PC skills in using MS Word and Excel
  • Good typing skills (both English and Chinese)
  • Good command of both written and spoken English and Chinese

Last updated on 2020-02-24 at 3pm
General
Post:  Administrative/Secretarial Support (Administrative Assistant)
Salary:  20K - 25K

For an international financial company.

Responsibilities:
  • Provide secretarial and clerical support to the (Regional Office) team
  • Coordinate travel schedule, flight & hotel arrangements
  • Responsible for preparing the Travelling & Expenses reports for senior executives members
  • Assist in processing purchase order and payment
  • Other ad hoc tasks whenever necessary

Requirements:
  • Matriculated or above, preferably with formal secretarial training
  • Good command of written and spoken English and Chinese including Mandarin
  • Minimum 5 years’ relevant experience gained in MNC
  • Proficient in Window applications (e.g. MS Word, Excel, Powerpoint)
  • Strong sense of responsibility, well-organized and able to work independently
  • Pleasant personality with positive and helpful attitude
  • Immediately available is preferred

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Administrator II (experienced, Pensions Administration)
Salary:  18K - 21K

for a financial company

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

Requirements
  • Form 5 or above 1-2 years’ pensions administration experience preferred, OR
  • fresh HD/U graduates without experience
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese
Recent graduates will be considered
Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Assistant Manager/Senior Officer (Customer Services Call Centre)
Salary:  25K - 35K

Client: listed Insurance company.

Responsibilities:
  • Supervising the daily operation of CS center
  • Handling enquiries / complaints / feedback of customer
  • Delivering quality customer service.

Requirements:
  • Bachelor Degree with professional insurance qualification (e.g. IIQE, FLMI)
  • Minimum 5 years working experience and preferably with supervising experience in life insurance and solid customer relationship management experience
  • Preferably with CS center working experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Able to work independently and willing to work overtime
  • Positive, attentive to details and good organizing skills
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset
  • Candidate with less experience may be considered as Senior Customer Services Officer

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Assistant Marketing Management Manager (6-month Contract)
Salary:  0.035K - 0.04K

For a listed financial company.

Responsibilities:
  • assisting the manager in planning and organizing all product marketing in line with the company’s marketing strategy
  • participate in monitoring market trends
  • conducting market research and analysis for business planning.

Requirements:
  • Degree in Marketing/ Finance or equivalent
  • A minimum of 4 to 5 years of experience in marketing/marketing communication with a reputable financial institute
  • Independent working experience in handling marketing collateral production
  • Solid working experience in implementation of customer promotions and marketing campaigns
  • Previous exposure in product marketing will be a definite advantage
  • Detailed -oriented with the capability of multi-tasking under tight deadline
  • Out-going personality, self-motivated and good team player
  • Working closely with design agencies and assisting with new product launches
  • Conversant in MS Words, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Assistant Officer (HNW Sales & Wealth Structuring Support)
Salary:  negotiable

for a life insurance company.

Responsibilities:
  • Support the HNW Relationship Management and Wealth Structuring effort through helping build and develop strong and strategic relationships, and support the cases and servicing, with HNW and Ultra- HNW Partners and their support staff
  • Support and help deliver the HNW Sales Target. Including dedicating time to support the Agency Channel and HNW Agency Development
  • Help check cases, improve efficiency, and make it easier to do HNW business with the company.
  • Help support the Wealth Structuring procedures and process at the company, and support the expanding of HNW Wealth Structuring relationships
  • Be the internal conduit and champion for HNW team through using strong relationship, influencing and communication skills
  • Working closely and in partnership with HNW Case Management is key to help achieve effective process efficiency, policy insurance & renewal, client relations, and claims administration of cases and undertake other duties as may be required
  • Maintain high quality service standard expected of the company brand in order to foster long lasting client relationships
  • Obtain sufficient information and documentation from clients to review cases and Underwriting requirements
  • Help support and drive the HNW Marketing, Events and Conferences, as well as other ad hoc HNW marketing and relationship opportunities
  • Ensure compliance with all guidelines and other operational standards and procedures as well as relevant regulations and laws

Requirements:
  • At least bachelor graduate in BA or BS
  • 1-2 years working experiences, some HNW Experience ideally
  • Relationship support experience
  • Excellent comprehension and ability in English and Chinese – spoken and written
  • Using appropriate tact and interpersonal skill to collect financial, personal and health-related information from High Net Worth Clients that may be considered sensitive, avoiding unnecessarily repetitive contact
  • Problem solving ability is key across Operations, Investment, Product, Policies, and finding Wealth Structuring solution.
  • Understanding the needs and risks of HNW clients across Agency, Financial Intermediaries and HNW
  • Understanding, balancing and mitigating risk
  • Understanding AML, KYC, CDD, Sanctions and all Risk activities is paramount

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Assistant Officer (Pensions Administration)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform majority of processing transactions in an accurate and timely manner
  • 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
  • Handle majority enquiries from clients and escalate client issues or complaints in a timely manner

Requirements:
  • Form 7 and above
  • 3-4 years working experience in pension industry
  • 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 2020-02-24 at 3pm
Insurance - Life
Post:  Assistant Underwriting Manager
Salary:  35K - 40K

For a listed financial company.

Responsibilities:
  • Reporting to the Senior Underwriting Manager
  • Be responsible for performing underwriting assessment
  • Answering enquiries from agents/leaders
  • Supporting system related projects
  • Handling various underwriting duties.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA)
  • Minimum 5 years working experience in life underwriting
  • Critical thinking, strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • A good team player & able to work proactively & independently
  • Willing to work under pressure & overtime
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Business Analyst
Salary:  negotiable

Client: Life Insurance Company.

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

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

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Contract Staff (Underwriting) - 6 months contract
Salary:  negotiable

For a listed insurance company.

welcome Fresh Graduates

Responsibilities:
  • Handling administration support,
  • Data input of life insurance policy
  • Assisting the daily operation work flow of the Underwriting & Claims Department.

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

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Corporate Communications Officer (Online Media)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting to execute digital communications calendar on social media and corporate website and collaborating with internal stakeholders to effectively formulate and deploy contents for target audience.
  • Foster brand presence with vendors including social listening, analytics, SEO/SEM and reputation management.
  • Support graphical or multimedia production works and general administration.

Requirements:
  • Degree holder of communications, media, marketing or relevant disciplines
  • 2 years working experience in social media management or digital marketing
  • Insurance, banking or financial service background an asset
  • Proficient level of copywriting and collateral production knowledge
  • Project management skills and the ability to work with multiple teams

Last updated on 2020-02-24 at 3pm
Insurance - GI
Post:  Deputy General Manager (Deputy Division Head) Salary: 100K to 120K per month
Salary:  negotiable

For an international general insurance broker.
Salary: 100K to 120K per month
Hong Kong based Insurance & Reinsurance Brokerage.

Responsibilities:
  • Responsible for overall business direction and operation of Reinsurance Division,
  • To provide reinsurance solutions to clients and keep contact with reinsurer for business development,
  • Negotiate and management effective contracts made with customers or partners,
  • To ensure client needs & expectations are met and manage overall service delivery to agreed standards,
  • Management of team performance and ensure the business operations run smoothly,
  • To provide advice on system development and enhancement

Requirements:
  • Degree holder, Fellow of the Australian and New Zealand Institute of Insurance and Finance
  • Have more than 15 years in general insurance
  • Have a good knowledge of reinsurance, awareness of market practices and local / international regulatory controls
  • Understanding and having related experience of the Asia Pacific Market
  • Excellent management, communication and negotiation skills
  • Excellent network in reinsurance industry

Last updated on 2020-02-24 at 3pm
Accounts
Post:  Finance (Senior Officer/Officer)
Salary:  20K - 23K

For a listed financial company.

Responsibilities:
  • Arranging payment / remittance in relation to operating expenses, unit linked fund related process, investment trade settlements,
  • Assisting in month end closing,
  • Preparing accounting schedules and breakdown, bank reconciliation, etc
  • Handle administrative work and support ad hoc duties as and when required.

Requirements:
  • Diploma / Associate Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 5 years solid accounting experience , preferable in life insurance industry
  • Knowledge of Oracle system is an advantage
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Highly adaptable to changes with flexible and positive working attitude
  • Excellent written and verbal communication skills in both English and Chinese
  • Preference will be given to those who can report shortly
  • Candidates with more experience will be considered for the position of <b.Senior Finance Officer</b>

Last updated on 2020-02-24 at 3pm
Accounts
Post:  Financial Management Manager (Operation)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • ,assisting the Senior Manager in supporting various finance matters in Financial Management Department covers the functions of planning, budgeting, KPI, cost management, procurement, capital management/ALM, reporting and analytics, and MIS but not limited to support various finance matters including:
  • Ensure relevant procurement logistics are adhered to the company policy
  • Monitor and report department’s operation / compliance / risk issues per company policy
  • Provide suggestions to improve quality of the reports to senior management and Group
  • Participate other jobs or projects assigned by supervisors
Requirements:
  • Bachelor degree or above in Accounting, Finance or related discipline
  • Minimum 8 years of finance/audit/accounting experience in financial institution.
  • Strong analytical, problem-solving skills and with an innovative and creative mindset
  • Detail minded, self-initiative and able to work independently
  • Excellent communication and interpersonal skills
  • Highly adaptable to changes with flexible and positive working attitude
  • Proficiency in MS office (Word, Excel and PowerPoint)
  • Fluent in both spoken and written English and Chinese, including Mandarin
  • Good report writing skills in Chinese
  • Candidate with less experience will be considered as Assistant Financial Management Manager

Last updated on 2020-02-24 at 3pm
Accounts
Post:  Financial Management Manager (Project)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support and coordinate with different parties for implementation/enhancement of finance related systems including IFRS 17, project planning, process workflow and control, design, UAT, documentation, master data maintenance, UAT and training;
  • Automate management reports preparation to streamline reporting cycle;
  • Assist in management reporting and analysis and month end closing.
  • Handle ad hoc assignments and projects

Requirements:
  • Degree holder or above with major in Accounting, Finance, Information Technology, or related disciplines
  • Professional qualification in HKICPA / ACCA preferred
  • Minimum 7 years working experience in system implementation and support and reporting automation under Finance function
  • Good understanding in Life Insurance operation will be an advantage
  • Expertise in General Ledger systems with advanced technical knowledge of Excel Macros/VBA and MS Access
  • Self-motivated, open minded, able to work and manage projects independently on a tight deadline
  • Good analytical and problem solving skills
  • Good interpersonal and communication skills
  • PC knowledge in MS Office is a must
  • The candidate with less experience will be considered as <b<Assistant Financial Management Manager</b>

Last updated on 2020-02-24 at 3pm
Insurance - Group EB
Post:  Manager (Business Development)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2020-02-24 at 3pm
IT
Post:  Manager Pensions Operations (Testing & Integration)
Salary:  55K - 65K

For international financial company.

Responsibilities:
  • An independent manager to assist Business in planning and executing end-to-end testing and cutover verification activities such as:

  • 1. 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.
  • 2. 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
  • 3. 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
  • 4. 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.

  • Working closely with Project Management Office and business leadership on how to achieve key milestones, tracking progress and confirming exit criteria.
  • Ensure escalation to Project Management Office and business leadership of critical changes that need urgent implementation in order to maintain 100% compliance at the earliest opportunity

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 2020-02-24 at 3pm
Insurance - Pension
Post:  Manager Pensions Operations (Testing & Integration)
Salary:  55K - 65K

For international financial company.

Responsibilities:
  • An independent manager to assist Business in planning and executing end-to-end testing and cutover verification activities such as:

  • 1. 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.
  • 2. 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
  • 3. 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
  • 4. 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.

  • Working closely with Project Management Office and business leadership on how to achieve key milestones, tracking progress and confirming exit criteria.
  • Ensure escalation to Project Management Office and business leadership of critical changes that need urgent implementation in order to maintain 100% compliance at the earliest opportunity

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 2020-02-24 at 3pm
Accounts
Post:  Manager/ Assistant Manager (Accounting) (1-year Contract)
Salary:  35K - 50K

For an insurance company.

Responsibilities:
  • Assisting Senior Accounting Manager
  • Preparing financial reports (e.g. group reports, statutory reports and regulatory reports etc.) statistics to HKSAR, Handle month-end and annual closing duties (e.g. investment valuation, fixed assets maintenance, reconciliation etc.)
  • Daily investment valuation and perform ad-hoc assignment as required.
  • Assisting the superior to conduct financial analysis and enhance the internal workflow continuously.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 5 years solid accounting experience, with life insurance industry is preferable
  • Knowledge of Oracle Financial system is an advantage
  • Good communication, problem solving and analytical skills.
  • Detail-oriented, independent, able to work under pressure and meet tight deadline
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2020-02-24 at 3pm
Insurance - GI
Post:  Manager/Assistant Manager
Salary:  30K - 45K

For an international General Insurance Broker.

Responsibilities:
  • Reporting to Japanese boss
  • Building and maintaining business relationships with existing and potential Japanese clients
  • Discussing and assessing clients' current and future insurance needs
  • Researching insurance policies and products
  • Negotiating policy terms and costs with insurance providers
  • Review policies and make coverage recommendations
  • Arranging insurance cover for clients with the insurance provider
  • Follow up outstanding premiums with clients
  • Advising clients on making claims on their policies
  • Renewing or amending existing policies for clients
  • Preparing and maintaining documentation
  • Marketing services
  • To assist in ad-hoc duties when required
Requirements:
  • With 5 years or above relevant experience
  • Effective negotiation skills
  • High reliability and honesty
  • Excellent time management
  • Good problem solving skills
  • High accuracy and attention to detail
  • Excellent interpersonal skills
  • Strong written and spoken communication skills
  • Proficiency in written and spoken Japanese, English / Cantonese

(Candidate with less experience will be considered for the position of Assistant Manager
Last updated on 2020-02-24 at 3pm
Office Administration/Estate Management
Post:  Office Administration (Assistant Manager/Manager)
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • Bachelor degree or above in Facilities Management, Building Services, Business Administration or related disciplines
  • Minimum 8 years administrative working experience.
  • Excellent analytical and problem-solving skills with strong numerical sense.
  • Strong in planning, analytical, organizing and interpersonal skills
  • Responsible, well organized and detail minded with the ability to handle multiple tasks independently.
  • Proficiency in MS Work, Excel PowerPoint and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)
(Candidates with less experience will be considered as Assistant Manager.)
Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Officer, Pensions Administration (VIP Customer Services)
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Handle MPF enquiries from VIP client through phone & emails
  • Liaise with internal and external parties to fulfill client requests and administrative follow-ups
  • Build and maintain good relationship with client
  • Handle ad hoc duties as required

Requirements:
  • HKDSE / Form 7 or above with minimum 4 years customer services/operations experience in pensions industry
  • Good understanding of the MPF business or pension industry
  • Excellent telephone manner with mature and pleasant attributes
  • Customer centric mindset with commitment to deliver quality service
  • Fluency in Cantonese and English. Mandarin a definitive advantage
Passed in MPF Intermediaries Examination and SFC Licensed
Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Officer/ Assistant Officer (Underwriting)
Salary:  negotiable

for a listed insurance company.

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

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

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Officer/Assistant Officer Pension Administration
Salary:  20K - 28K

For a listed financial company.

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

Last updated on 2020-02-24 at 3pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

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

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

<u>Requirements

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

Last updated on 2020-02-24 at 3pm
Insurance - GI
Post:  Reinsurance Administration Officer/Assistant
Salary:  15K - 20K

Client: an international general insurance broker.

Responsibilities:
  • Handle the enquires from Cedants & Reinsurers
  • Follow up & monitor the outstanding documents & correspondence etc.
  • Support document preparation including Cover Note, Slip, Reinsurance Agreement, Schedule & Addendum…etc
  • Other administration support related to reinsurance business

Requirements:
  • AT least have 1-2 years working experience, flexible i.e. with / without reinsurance exposure
  • Detail minded, good organization skills and willing to learn.

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Representative (Pensions Customer Service Call Centre)
Salary:  18K - 21K

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:

Last updated on 2020-02-24 at 3pm
Accounts
Post:  Senior Accountant
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Prepare and review journal entries for month end closing processes
  • Handle full set of books for small entities within the Group
  • Prepare monthly financial schedules requested by other departments, Regional Office and Corporate
  • Prepare monthly/quarterly reconciliation/schedule, especially on investment portfolios
  • Assist in preparing regulatory returns to Insurance Authority and other regulators
  • Assist in annual audit and internal audit
  • Assist in ad hoc assignments/enquiries as required

Requirements:
  • Degree holder in Accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent
  • At least 5 years experiences in accounting field, preferably in insurance industry
  • Fluent spoken English and good written skills
  • Good knowledge in accounting system preferably having experience in Sun System and advanced PC skills such as MS Excel and PowerPoint

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Senior Analyst (Pensions Quality Assurance) - 1 year contract
Salary:  30K - 35K

For a listed financial company.

Responsibilities:
1. Support Team Manager to monitor overall compliance with legislative requirements, governing rules and contractual commitments of our pension scheme administration services
  • Compile and review statutory returns, management reports and ensure timely submission according to regulatory requirements or our service commitment
  • Review and analyze data to monitor fulfillment of our service commitment with trustees and sponsors
  • Conduct quality assurance review includes planning and execution to assess if our services are provided in compliance with relevant requirements and internal controls. Identify control weakness and recommend on improvements.

2. Manage clients complaints & enquiries
  • Manage clients' enquiries and complaints
  • Investigate complaints to identify issues for improvement and address area of weakness with recommendation for improvement.
  • Follow up complaint and enquiries on a timely basis to resolve and address client's concern
  • Prepare complaint analysis for reporting to management

3. Manage enquiries from regulator and other governmental departments
  • Provide information to regulator and governmental departments to their enquiries

4. Coordination of audit and internal review
  • Coordinate with external auditors, regulators, trustees in reviews, on-site visits and due diligence review on our scheme administration services
  • Offer advice to internal parties in fulfilling requirements of auditors or reviewers.

5. Projects and other ad-hoc duties
  • Support project management for regulatory initiatives

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

Last updated on 2020-02-24 at 3pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL and other MS office applications, especially in Excel
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Adaptability and flexibility to respond quickly to changing priorities
  • Excellent Problem solving, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required
Candidate with more experience will be considered as Senior Business Analyst
Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Senior Claims Officer
Salary:  24K - 28K

For a listed insurance company.

Responsibilities:
  • Administer individual life claims according to company philosophy ad guidelines
  • Handle claims related enquiries from policyholders and frontline agents
  • Support departmental reporting
  • Assist on any ad hoc task provided by the management
  • Answering enquiries and providing claims support and services to the agents and customers

Requirements:
  • Bachelor Degree or above or with equivalent insurance professional qualifications
  • Minimum 3 years of relevant working experience
  • Strong communication and problem solving skills
  • Willing to work under pressure with positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2020-02-24 at 3pm
HR
Post:  Senior Learning & Development Officer (Contract 8 months)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the team to roll out L&D project which includes learning, training and organizational development.
  • Providing support to the internal communication, program marketing, and event organization.

Requirements:
  • Degree holder preferably in Human Resources, Mass Communications, Journalism or Marketing
  • 3 years of relevant working experience
  • Good communication and marketing skills
  • Be creative, energetic and enjoy working in a team
  • Well versed in MS Office with hands-on knowledge of design and production
  • Good language ability in written and spoken English and Chinese (Cantonese & Mandarin)

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Senior Officer (Product Marketing)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • To assist the team in the execution of product promotion & marketing campaigns activities in line with the company business direction
  • To support reporting and administrative duties.

Requirements:
  • Degree or professional qualifications in Business or Marketing
  • 1-2 years of relevant working experience
  • Outgoing with good interpersonal and communication skills
  • Detail-minded, self-motivated, and willing to learn and develop
  • A good team player and able to work proactively
  • Conversant in MS Work, Excel, PowerPoint
  • Proficient in spoken and written English and Chinese

Last updated on 2020-02-24 at 3pm
Insurance - Group EB
Post:  Senior Officer/Officer (Group Medical Client Management)
Salary:  24K - 30K

For a listed financial company.

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

Requirements:
  • Bachelor Degree with a 4 years experience in group insurance, candidate with underwriting knowledge is preferable
  • Passed in IIQE Paper 1 & 3
  • Excellent presentation, communication and negotiation skills
  • Sensitive to figures and able to make recommendations based on the claim data analysis
  • Good team player & able to work independently and under pressure

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  Senior Officer/Officer (Pensions Client Management)
Salary:  25K - 30K

For a listed financial company.

Responsibilities
  • Provide support to client management team including prepare client presentation materials and coordinate client events
  • Draft all communication letter templates such as forms, letter & statements; prepare business requirements of website enhancement for our clients in order to increase client experience
  • Lead and conduct user acceptance test for digital tools, such as web, mobile apps.
  • Provide support to the design and UAT on digital tools.
  • Support ad hoc tasks assigned by supervisor

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

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Senior Officer/Officer Customer Service (Call Centre)
Salary:  23K - 30K

For Life insurance company.

Responsibilities
  • Handles enquiry on broad range of services issues from customers via hotline and walk-in services
  • Liaises with internal department, channels and customers on reply of enquiry and completion of requirement
  • Handle complicated complaint from all channels, carry out investigation and liaise with relevant parties to obtain relevant information for decision making, propose resolutions / obtain approval from higher level and record the case details
  • Conduct various outbound call with documented protocols
  • Performs policy conservation with documented protocols
  • Handles non-standard bilingual written inquiry
  • Participates in customer service-related projects
  • Mentors junior staff on the daily operation of customer service
  • Recommends projects to improve the workflow and service in the team

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

Last updated on 2020-02-24 at 3pm
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 Manager, Business Development

Package: basic salary plus quarterly incentive bonus
Last updated on 2020-02-24 at 3pm
IT
Post:  System Analyst/Analyst Programmer
Salary:  negotiable

For a sizeable insurance client:

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

Requirement
Degree in Computer Science or equivalent
At least 5 years’ relevant experience in which 1-2 years as system analyst in the insurance industry
Ability to applied expert programming skills in Ingenium/CAPSIL is an advantage
Familiar with the application development tools such as COBOL, Java Script, VB and Crystal Report etc.
Strong analytical, problem solving and staff coaching skills, particularly in integrating and recommending various complicated IT/business solutions
Good understanding of IT System Development Life Cycle (SDLC), its stages major tasks and deliverables
Candidate with less experience will be considered as Analyst Programmer
Last updated on 2020-02-24 at 3pm
IT
Post:  UAT Tester/Officer/Assistant Officer (Testing & Integration): 15 posts perm/contract
Salary:  negotiable

For a listed financial company.

Welcome candidates with either UAT or Pension Operation experience:
1. UAT and Pensions experience for Officer (Permanent Role)
2. Less experience with Pension Operation will be considered for Assistant Officer (Operation) (Permanent Role)
3. Contract <b>UAT Tester<b> have a few posts will be 6 months or more, have a few vacancies.

Main Role
  • be responsible for pensions UAT testing
  • be heavily involved in user implementation (e.g. documentation/ data migration, etc.) experience in data migration project will also be good.

Responsibilities
  • Assist the Business Test Lead to plan, develop test scenarios and cases for user acceptance testing according to the scope of the project and requirement specification documents
  • Execute user acceptance testing according to test plan, test scenarios and escalation of test defects
  • Assist to coordinate testing logistics, defect analysis and documentation with internal departments and external vendors
  • Interact and coordinate with both internal stakeholders and external vendor to support testing logistics, defect analysis and documentation

Requirements:
  • Form 7 & above
  • Candidates with experience in pensions operations and testing are preferable
  • Organized, good analytical and problem solving skills
  • Proactive & able to work independently
  • Good communication skills in English & Chinese
  • Good PC skills in MS Word & Excel

Last updated on 2020-02-24 at 3pm
Insurance - Pension
Post:  UAT Tester/Officer/Assistant Officer/Administrator (Pensions) - many
Salary:  negotiable

For a listed financial company.

Welcome candidates with either UAT or Pension Operation experience:

1. UAT and Pensions experience for (b>Officer</b>
2. Less experience with Pension Operation experience will be considered for Assistant Officer/Administrator (Operation)

Main Role
  • be responsible for pensions UAT testing
  • be heavily involved in user implementation (e.g. documentation/ data migration, etc.) experience in data migration project will also be good.

Responsibilities
  • Assist the Business Test Lead to plan, develop test scenarios and cases for user acceptance testing according to the scope of the project and requirement specification documents
  • Execute user acceptance testing according to test plan, test scenarios and escalation of test defects
  • Assist to coordinate testing logistics, defect analysis and documentation with internal departments and external vendors
  • Interact and coordinate with both internal stakeholders and external vendor to support testing logistics, defect analysis and documentation

Requirements:
  • Degree holder in any discipline
  • Candidates with experience in pensions/fund operations and testing are preferable,
  • Experience in execute user acceptance test, document test result are acceptance
  • Insurance knowledge or related experience
  • Organized, good analytical and problem solving skills
  • Proactive & able to work independently
  • Good communication skills in English & Chinese
  • Good PC skills in MS Word & Excel

Last updated on 2020-02-24 at 3pm
Insurance - Life
Post:  Underwriting Officer/ Assistant Underwriting Officer
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,
  • Assisting in various projects and assignments.

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

Last updated on 2020-02-24 at 3pm