北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - GI
Post:  Account Servicing
Salary:  12K - 17K

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 2017-11-18 at 2pm
Insurance - Pension
Post:  Administration Officer (ORSO)
Salary:  18K - 25K

for listed financial company.

Responsibilities:
  • To manage the assigned ORSO scheme accounts to comply with the regulatory and service requirements
  • To process the customers’ requests on enrolment, contribution allocation, switching and benefit payment
  • To handle customers’ enquiries in a timely and professional manner
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner
  • To assist in ad-hoc projects or UAT

Requirements:
  • Form 7 or above
  • At least 3 years’ pensions administration experience (all-rounded experience preferred, i.e. enrolment, contribution, fund switching, and termination, etc…)
  • Fast learner with positive working attitude
  • Customer-oriented with good communication skills
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese

Last updated on 2017-11-18 at 2pm
Company Secretarial, Legal, Compliance
Post:  Administration Officer / Executive Assistant
Salary:  20K - 25K

For financial company.

Responsibilities:
  • Provide a full spectrum of secretarial and administrative support to General Manager / CEO for any meeting, conference and presentation as required.
  • Responsible for handling company secretarial matters for companies incorporated in Hong Kong
  • To renew agreements & licenses in related to office administration matters
  • Responsible for arranging and organizing daily schedules, business meetings and travel arrangements including hotel reservations, flight bookings and all related matters
  • Coordinate with outsourced company for IT matters
  • Liaise with internal and external parties proactively and independently
  • Support any ad-hoc duties as assigned

Requirements:
  • Bachelor degree or above
  • At least 4-5 years relevant working experience, preferably in insurance industry
  • Good knowledge of company secretarial practice and other compliance regulations
  • Strong communication skill and excellent command of English and Chinese
  • Detail-oriented and well organized
  • Proficiency in MS Word, Excel, PowerPoint, English & Chinese Word Processing
  • Able to work efficiently and independently
  • Immediate availability is preferable

Last updated on 2017-11-18 at 2pm
Insurance - Pension
Post:  Administrator (Pensions Administration) - Fresh Graduate
Salary:  13K - 16K

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 2017-11-18 at 2pm
Insurance - Life
Post:  Assistant Manager (Complaint and Correspondence)
Salary:  30K - 35K

For a listed financial field.

Responsibilities
  • Manage customers' complaints and written inquiries from all channels (e.g. from sales or clients) directly via phone call, fax, email or letter and achieve company’s key performance indicators of them
  • Interact with customers, sales channels or internal staff and resolve the complaints or written inquiries in a professional and timely manner
  • Investigate, escalate and solve customers’ complaints or inquiries in a professional and timely manner
  • Work with sales channels, call center, financial cafe (i.e. customer service center) and related parties to identify the facts or causes of and deliver the solutions to cope with the complaints or the special requests
  • Provide a long term solution for consistent or recurring problems as continuous improvement to the Head of Customer Service
  • Produce regular reports in an effective and efficient manner

Requirements
  • University graduated in any discipline
  • Minimum 5 - 7 years of working experience in Customer Service
  • Good knowledge of insurance and financial services
  • Good analystical and problem solving skill
  • Proficient PC skills in MS Word, Excel, PowerPoint & Chinese Word Processing
  • Good command of written and spoken English and Chinese

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Assistant Manager (Corporate Distribution)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Provide support to Broker channel
  • Organising campaigns and activities for maximizing broker business opportunity
  • Providing sales support to brokers.

Requirements:
  • Degree holder, preferably in Business Studies , Finance or relevant disciplines, preferably with CFP or FLMI qualification
  • Minimum 5 years experience in life insurance industry, experience in broker channel support will be an advantage
  • With good knowledge in Insurance Products and Procedures
  • Self-motivated, independent, and able to work under high pressure
  • Excellent interpersonal skills and problem-solving skills
  • With customer-oriented mind-set and good business ethics
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Assistant Manager (Customer Services)
Salary:  28K - 35K

For a listed financial field.

Responsibilities
  • Interpreting and implementing quality assurance standards;
  • Reviewing the implementation and efficiency of quality and inspection systems;
  • Identifying training needs and organizing training interventions to meet quality standards;
  • Drawing an overall or individualized frontline training and development plan.

Requirements
  • Bachelor Degree with professional insurance qualification (e.g. IIQE, FLMI)
  • Minimum 5 years relevant working experience and preferably 4 years supervising experience in life insurance with solid customer relationship management experience including quality control and training
  • Experience with implementation of corrective action programs will be an advantage
  • 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

Last updated on 2017-11-18 at 2pm
Accounts
Post:  Assistant Manager (Fund & Scheme Accounting)
Salary:  28K - 35K

For a listed financial company.

Key Role: Be responsible for managing the daily financial related support services for assigned scheme(s) including placing of investment orders and fund transfer, benefits payment, unit price upload, ledger accounting and ensure all entries and system feeds are properly recorded in the books.

Responsibilities:
  • Monitor daily finance tasks, including review/authorize investment order, fund transfer instruction, payment requisition and payment cheques, in accordance with prevailing procedures and timelines and ensure adequate controls are in place
  • Review reconciliations and ensure proper follow up actions on reconciling items
  • Coordinate the preparation of year-end financial statements and audit schedules and liaison with external auditors
  • Participate in system development projects and coordinate related enhancement and UAT
  • Assist in developing staff to ensure they are equipped with adequate operational skills and knowledge to handle assigned duties.

Requirements:
  • Degree in Finance/Accounting or equivalent
  • Qualified Accountant (HKICPA/ACCA/CPA) or equivalent is preferred
  • Minimum 6 years’ relevant working experience in finance/accounting field, with at least 3 years’ experience in supervisory role. Pension related experience preferred
  • Good communications, interpersonal and problem solving skills
  • Strong PC skills in Excel, Access and Word

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Assistant Manager - Learning & Development (Sales Training)
Salary:  28K - 33K

For a listed insurance company.

Responsibilities:
  • Be responsible for the development and delivery of sales training catered for multi sales channels
  • Preparation of training needs analysis,
  • Training venue arrangement
  • Closely work with internal customers and external business associates for effective training development.

Requirements:
  • Degree holder, preferable in Business Studies/ Finance or relevant disciplines
  • 4 years or above experience in insurance/banking industry with financial planning and agency sales training experience
  • Good financial knowledge, holder of CFP or related professional qualification will be a definite asset
  • Preference will be given to candidates with Agency experience
  • Mature, confident, creative and willing to work under pressure
  • Proactive, self-motivated, highly adaptable to changes in fast-moving environment
  • Excellent presentation, interpersonal and communication skills
  • Good language ability and computer skills
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2017-11-18 at 2pm
IT
Post:  Assistant Manager/ Senior Business Analyst, Pensions Business (Contract)
Salary:  negotiable

For a listed financial company.

Main Role
The successful incumbent will 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 communicating with users, IT or vendor for the system
  • 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
  • Prepare test plan, test script and perform testing
  • Coordinate with users or IT to perform testing to ensure system deliverables are in good quality and within time
  • Execute the data migration process
  • Coordinate the rollout of system with user and IT people

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst
  • Financial services / product experience and knowledge; with understanding of Group Retirement Services is an advantage
  • Understand the IT system development life cycle methodology (SDLC)
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • With concrete experience in Data Migration Project is an advantage
  • Workflow and Imaging system knowledge is an advantage

Last updated on 2017-11-18 at 2pm
Insurance - Pension
Post:  Assistant Manager/Business Analyst/Senior Business Analyst/BA - 3 posts
Salary:  18K - 33K

For a sizeable financial company.

Responsibilities
  • Recommending both short term and long term solutions to users when production issues arise
  • Collect and analyze and document business requirement and communicating with IT or vendor for system enhancement
  • Planning large scale system projects and monitoring project progress
  • Prepare test plan, test script and coordinating with users or IT to perform testing to ensure system deliverables are in good quality
  • Coordinate the rollout of system with user and IT people
  • Providing system training to users

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 4 years working experience as a Business Analyst and with strong retirement operational background
  • Familiar with IT system development life cycle methodology (SDLC)
  • Strong organizational skills and attentive to details
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese
  • With solid experience in VBA and MS Access programming is an advantage
  • Candidates with less experience will be considered for the position of Business Analyst

Last updated on 2017-11-18 at 2pm
Insurance - GI
Post:  Assistant Marketing Support Officer
Salary:  13K - 16K

For an international general insurance broker.

Responsibilities
  • Provide marketing support to marketing staff (including re-marketing and quotations for new and renewal business)
  • Handle enquiries from clients / insurers
  • Assist marketing staff to handle / follow up claims
  • Handle marine declaration and spot marine cert issuance
  • Prepare renewal and quotation slip
  • To assist in ad-hoc duties when required

Requirements
  • Diploma in insurance studies or professional qualification in General Insurance
  • With 1-2 years of experience in the insurance industry, broking firm is preferred
  • A holder of ANZIIF / IIQE
  • Proficiency in MS office
  • Good communication skills, proactive and willing to take initiative
  • Proficiency in written and spoken English, Cantonese and Mandarin
  • *Candidate with less experience will be considered for the position of Assistant Account Executive.

Last updated on 2017-11-18 at 2pm
Accounts
Post:  Assistant Officer/ Officer - Fund Accounting & Valuation
Salary:  negotiable

For an international Financial company.

Responsibilities:
  • Responsible for fund accounting and other relevant fund operational tasks;
  • Perform daily fund valuation and accounting reconciliation;
  • Responsible for periodic accounting and regulatory reports preparation;
  • Assist in year-end audit;
  • Perform other job related duties or special projects as required.

Requirements:
  • Associate degree or above in Accounting, Finance or related disciplines;
  • 1-2 years working experience is an advantage. Fresh graduates will also be considered;
  • Student member in HKICPA (or similar associations) is an advantage;
  • Strong computer skills including MS Excel and Access;
  • Attentive to details, strong organizational and analytical skills;
  • Good command of both written and spoken English and Chinese.
Candidate with more experience will be considered as Officer.
Last updated on 2017-11-18 at 2pm
Insurance - GI
Post:  Assistant Underwriting
Salary:  15K - 20K

Fora General Insurance Agency.

Responsibilities:
  • To assist Chief Underwriter to regularly monitor the effectiveness of existing insurance program
  • To assist Chief Underwriter in developing new insurance products including product training to producers/cedants
  • Identify, analyse and develop sources of desirable new business opportunities including cross-departmental opportunities
  • Build & maintain long term relationship with key producers and cedants
  • Make presentations to prospective producers/cedants; initiate new producer/cedants
  • Carry out other general clerical duties

Requirements:
  • Graduates of Higher Diploma/Degree in Financial Services or other discipline
  • 2 years relevant experiences in insurance industry
  • Excellent interpersonal, communications and presentation skills
  • Fluent English, Mandarin and Cantonese include read and write
  • Proficient in Microsoft Office
  • Chinese Word Processing (optional)

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Assistant Vice President (Product Development)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Research, analyse and provide regular update on market product development for Product Steering Committee.
  • Facilitate discussions to develop product strategy which fulfill Client for Life comprehensive product suite.
  • Coordinate across relevant functions to review and enhance the process of product launch and ongoing product training program.
  • Review and benchmark against market and identify gaps and provide recommendations for enhancement to Product Steering Committee.
  • Communicate with channels to provide update on Product Initiatives and Solutions and collect feedback for continual enhancement.
  • Support product initiatives and direction developed across Asia

Requirements:
  • Degree holder with 10 years of relevant experience or an equivalent combination of education and experience with minimum 10 years of life insurance experience.
  • In depth product and market knowledge and hands on experience on product development and management.
  • Experience in Product, Strategy or Distribution is an advantage.
  • Good presentation and influencing skills and ability to facilitate meetings with senior executives.
  • Strong ability to transform complicated concepts into simple stories and presentations that drive consensus towards a recommended approach.

Last updated on 2017-11-18 at 2pm
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 2017-11-18 at 2pm
IT
Post:  Business Analyst
Salary:  18K - 25K

For a 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 and 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 2017-11-18 at 2pm
IT
Post:  Business Analyst (1-year Contract)
Salary:  negotiable

For a listed financial company.

Key role<u>: The successful incumbent will be responsible for providing production support to operation activities. He/She should be able to provide sound solutions for continuous improvement and assist the team leader in providing business analysis services for implementing system enhancement project.

<u>Responsibilities

  • Provide solutions to support operation activities
  • Assist in the improvement of business processes with associated technology
  • Collect, analyze and document business requirements and communicating with users, IT or vendor for system enhancement
  • Prepare test plan, test script and perform testing
  • Coordinate with users or IT to ensure system deliverables are in good quality and within agreed timeframe
  • Coordinate the rollout of system with user and IT people
Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines with 2 years of relevant experience
  • Possess financial services / product knowledge; with understanding of Group Retirement Services is a must
  • Familiar with IT system development life cycle methodology (SDLC)
  • Proficient in Microsoft Office applications (Word, Excel, Access) with solid experience in VBA and MS Access programming
  • Excellent verbal and written communication skills

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Corporate Distribution Manager (Broker Channel)
Salary:  38K - 43K

For a listed life insurance company.

Responsibilities:
  • To provide account services to existing institutional partner on corporate life insurance products,
  • Developing and promoting new corporate insurance product
  • Providing 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 insuranceproducts
  • 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 2017-11-18 at 2pm
Insurance - Life
Post:  Customer Service Hotline Senior Officer/Officer) - 2 posts
Salary:  15K - 30K

For a listed insurance company.

Responsibilities:
  • Respond to clients' queries and requests on administration, underwriting and claims via phone and email
  • Ensure accuracy and compliance of all requests to be completed within the preset time and in good quality standards
  • Resolve complex cases and complaints arising from work
  • Cooperate with team members and other parties to achieve desired results and support business needs

Requirements:
  • Degree holder with at least 2 years’ relevant experience
  • F.7 with customer service experience in life insurance industry will also be considered
  • LOMA qualification is well regarded
  • Excellent service attitude and follow through on commitments to customers
  • Good command of spoken and written English and Chinese
  • Mature, patient, pleasant personalities and with good telephone manner
  • Quick learner with strong analytical and problem solving skills
  • Self-initiative, flexible, responsible and able to work under pressure
  • Familiar with Word, Excel and Chinese word-processing
  • Knowledge of individual financial/ insurance and wealth management products and processes a definite asset

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Customer Service Officer (Call Centre)
Salary:  13K - 20K

For a listed insurance company.

Responsibilities
  • To handle inbound and outbound calls
  • To liaise with internal departments, agents and customers to resolve customers' enquiries and complaints
  • To back-up counter service
  • To prepare daily/monthly reports
  • To assist in ad-hoc assignments Required Technical and Transferable Competencies

Requirements
  • Diploma holder or above
  • At least 3 years’ relevant call centre experience, preferably in the life insurance/banking industry
  • Good knowledge of life insurance
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese (Mandarin preferred)
  • Good PC skills in MS Office
  • *Candidate with less experience will be considered as Assistant Officer, Customer Service. Welcome Fresh Graduate is welcome for Call Center role, we will provide training for development**

Last updated on 2017-11-18 at 2pm
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 2017-11-18 at 2pm
IT
Post:  Group Administration & Operations (Senior Business Analyst) - 1 year contract
Salary:  negotiable

For a listed insurance company.

Responsibilities
  • Work with different stakeholders to define and execute project management objectives including conduct project meetings, gather requirements, prepare user requirements documents, review functional specification, perform scope analysis, create test plan, conduct user acceptance test and monitor project delivery timeline
  • Investigate and work with IT to resolve UAT and BAU problems
  • Prepare and analyze data to achieve business objectives and operational efficiencies
  • Review, analyze, document existing operation workflows and works closely with users and IT to identify and maximize opportunities for advancement
  • Prepare procedure / system usage manual and provide training to users

Requirements
  • Degree holder in Business Administration or related disciplines
  • Minimum 5 years working experience as a Business Analyst, preferably from insurance sector or other financial institutions
  • Proficient in MS Office, Power Point, Excel, Visio
  • Proficient in understanding processes and methodologies and the ability to fully apply them
  • Excellent communication skills including both verbal and written in English and Chinese
  • Strong analytical skills, problem solving skills and business sense
  • Candidates with less experience will be considered for the position of Business Analyst

Last updated on 2017-11-18 at 2pm
Accounts
Post:  Head of Financial Management
Salary:  negotiable

For a listed Financial Company.

Key Role:
  • Leading and coaching the financial management team to handle all rounded financial management functions,
  • Handling the financial planning and control, management reporting and financial analysis of the Company’s performance.
  • To play a critical role in our financial management team and reports to the senior management.

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

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

Last updated on 2017-11-18 at 2pm
Company Secretarial, Legal, Compliance
Post:  Legal (Officer/Senior Officer)
Salary:  15K - 25K

For a listed life insurance company.

  • *Position opened depending on candidate's experience.

Responsibilities:
Provide the following supports to the department head in delivering professional legal services:
  • Provide legal research assistance and handle translation work
  • Assist in the review of marketing and insurance related documents
  • Assist in the professional liaison with internal and external stakeholders
  • Prepare internal and external reports
  • Manage filing system and support general administrative duties
  • Participate in projects or ad hoc assignments in relation to legal matters

Requirements:
  • Diploma / Bachelor Degree in Law or related discipline
  • 2-3 years relevant working experience is preferred
  • Good understanding of Insurance Companies Ordinance, Banking Ordinance, Securities and Futures Ordinance, and the Hong Kong regulatory framework in respect of financial institutions is preferred
  • Good interpersonal and communication skills
  • Detail-minded, self-motivated and able to work in fast paced environment
  • A good team player & able to work proactively & independently
  • Proficient in spoken and written English & Chinese (Cantonese & Mandarin)

Candidates with more experience will be considered for the position of Senior Legal Officer”.
Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Manager (Customer Service)
Salary:  38K - 45K

For a listed financial company.

Responsibilities:
  • Supervising the daily operation of CS center,
  • Handling enquiries / complaints / feedback of customer and delivering quality customer service for service improvement;
  • Assisting in the development and management of procedures and policies for complaints;
  • Promoting governance development within and ensure feedback to the departments

Requirements:
  • Bachelor Degree with professional insurance qualification (e.g. IIQE, FLMI)
  • Minimum 7 years working experience and preferably 4 years supervising experience in life insurance with solid customer relationship management experience including complaint handling
  • CS center working experience will be preferable but not a must
  • 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

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Manager (Strategic Planning)
Salary:  45K - 50K

For a listed financial company.

Responsibilities:
  • Reporting to the Strategic Planning,
  • Provide support to the senior management in making strategic direction and decision
  • Developing strategic business plans,
  • Monitoring and evaluating departmental business plans/projects,
  • Identifying business opportunities and assessing marketing opportunities in the region, preparing business analysis and implementation plan.

Requirements:
  • Degree in Finance, Economics or Actuarial
  • 6 years working experience preferably in life insurance industry
  • Positive, passionate and energetic
  • Able to adapt well in dynamic and volatile business environment
  • Excellent interpersonal and presentation skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese character input is critical
  • Excellent language proficiency including spoken and written English and Chinese (Mandarin speaking preferred)

Last updated on 2017-11-18 at 2pm
Insurance - GI
Post:  Manager/Deputy Manager - Marketing Services Department (Japanese team)-
Salary:  22K - 28K

for an reputable insurance company.

  • *position offered will depend on experience and qualifications.

Responsibilities
  • Provide excellence service and professional advises to Japanese corporate clients
  • Supervise a team of account handlers in developing and achieving Japanese business targets
  • Develop and maintain good and close business relationship with customers and intermediaries
  • Handle and arrange global program for Japanese clients

Requirements
  • Diploma or Degree holder, preferably in Insurance Studies
  • Achievement in ANZIIF or CII
Minimum 6 years relevant working experience in general insurance marketing or servicing
  • Strong interpersonal, communication and presentation skills
  • Self-motivated with good supervising and coaching skills
  • Good command in both written and spoken English and Chinese

Last updated on 2017-11-18 at 2pm
IT
Post:  Network Support Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Ensure successful implementation of all initiatives and projects in smooth transition or migration
  • Lead day to day network and voice services operations
  • Monitor core services to ensure pre-defined service levels are met
  • Handle the troubleshooting of technical issues until its full closure
  • Perform vendor governance including service level compliance, contract pricing, delivery progress, and improvement opportunities
  • Ensure network and voice infrastructure are all running at the optimum level with sufficient expansion capacities
Requirements
  • Higher Diploma or above in Computer Science or related discipline
  • At least 5 years of experience in managing network and voice infrastructure equipment, systems and software required
  • Experience in executing network technology rollouts in multi locations enterprise environment is strongly desired
  • CCNA or above certification is an advantage
  • Knowledge of administrating the network equipment such as LAN/WAN switch, CheckPoint firewall, F5 load balancer, VPN, and router
  • Knowledge of IP telephony (IPT) technologies, enterprise security management
  • Working knowledge in network management and administration, hardware, and software utilized throughout the company
  • Knowledge of voice and data hardware, software and services to include company telecommunications equipment, servers, networking, application systems
  • Good communication and interpersonal skills to work effectively with all level of people
  • Good command of both English and Chinese

Last updated on 2017-11-18 at 2pm
Office Administration/Estate Management
Post:  Office Administration (Senior Officer)
Salary:  18K - 22K

Responsibilities
  • Supervise office administrative staff to support office administrative and maintenance work
  • Ensure the smooth running of all the administration systems, including CCTV & office security, AV equipment, print anywhere, multi-function device and Octopus
  • Liaise with building management office, service providers, contractors and outsourcing vendors for all the facility maintenance, service improvement and continuous partnership
  • Monitor the daily operation of office physical security system and CCTV system
  • Maintain and handle the offsite furniture storage
  • Manage minor renovation and relocation projects
  • Coordinate all maintenance agreement schedules, renewals, payments and site visits
  • Ensure and maintain a safety office environment for operation
  • Assist in budget planning for responsible functions
  • Handle ad hoc projects as assigned

Requirements:
  • HKDSE / Form 7 graduate or above
  • Minimum 6 years’ experience in office administration with 1 year’s supervisory experience is preferable
  • Capable of building networks with suppliers and service vendors
  • Good planning, organizing and people management skill
  • Good command of both written and spoken English and Chinese

Last updated on 2017-11-18 at 2pm
Office Administration/Estate Management
Post:  Office Administration Officer/Senior Officer
Salary:  17K - 20K

Client: listed financial company

Responsibilities:
  • Be responsible for the whole process of procurement, fixed assets control system, facilities management projects and performing general office administrative support and other ad-hoc projects.

Requirements:
  • Diploma or above
  • Minimum 3 years’ experience in office administration
  • Able to work independently and highly organized
  • Excellent sense of responsibility with strong interpersonal skills
  • Willing to work under high pressure and beyond normal working hours, as and when required
  • Conversant in MS Word, Excel and Chinese Word Processing
  • Good command of written and spoken English and Chinese (Cantonese & Mandarin)
  • Candidate with more experience and high calibre might be considered as Senior Administration Officer

Last updated on 2017-11-18 at 2pm
Insurance - Group EB
Post:  Officer (Group Medical Client Management)
Salary:  18K - 23K

For a listed insurer.

Responsibilities
  • Handle the renewal process for assigned cases, such as making underwriting suggestions, preparing quotations and providing recommendations on benefit design to clients and coordinating with all key stakeholders to ensure smooth delivery of renewal service
  • Build up strong business relationship with group VIP clients by regular client visits, conducting member's briefing & arranging health seminar and provide proactive customer service support to intermediaries
  • Handle enquiries from intermediaries & clients
  • Prepare regular reports for management review & support ad-hoc projects

Requirements
  • University graduate
  • At least 3 years of working experience in group insurance, preferably with underwriting knowledge
  • Excellent presentation, interpersonal & negotiation skills
  • Good communication skills with fluency in English & Mandarin
  • Good analytical skills with sensitivity to figures
  • Proficient in MS word, excel & PowerPoint

Last updated on 2017-11-18 at 2pm
Insurance - Pension
Post:  Officer (Pensions Client Management) - Sales Support
Salary:  negotiable

For a listed financial company.

<b>Responsibilities</u>
  • Assist to develop communication plan or roll out strategies for Client Solutions
  • Partner with distribution channels to execute the agreed strategies & initiatives by providing total solutions to their employer clients & their employee members to strengthen their relationship
  • Provide proactive client services & communications with the clients by assisting the distribution channels to conduct client meetings and member education briefings
  • Provide comprehensive solutions to employee members to consolidate their MPF accounts & use appropriate approaches on retirement planning through professional consultation of the distribution channels
  • Gather feedback from distribution channels/ clients and make recommendations for service improvement accordingly
  • Assist in ad-hoc projects as required

Requirements
  • Degree holder is required
  • At least 3 year of solid experience in client servicing/ distribution of MPF products, preferably with experience in working with distribution channels
  • Basic knowledge about group/ individual insurance products is a plus
  • Good presentation & communication skills, with good spoken & written Chinese and English
  • Good interpersonal skills & able to resolve problems independently with result driven mindset
  • Proficient in MS Office including Word, Excel & PowerPoint

Last updated on 2017-11-18 at 2pm
Insurance - Pension
Post:  Officer/Assistant Officer Pension Administration
Salary:  18K - 23K

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 2017-11-18 at 2pm
Insurance - Pension
Post:  Pensions Administration Supervisor
Salary:  24K - 28K

Our client is a listed financial company.

Responsibilities
  • To lead a team of administration staff to manage the assigned retirement scheme accounts independently and effectively and to comply with the regulatory and service requirements.
  • To process the customer's request on contribution allocation, switching and benefit payment
  • To handle customer's enquiries in a timely and professional manner.
  • To review and update the work procedures to cope with the changing business needs and regulatory requirements
  • To lead the ad hoc projects such as system enhancement.

Requirements
  • University/Diploma graduate
  • At least 4-6 years pensions administration experience with 2 years in supervisory role
  • Strong problem solving and organizing skills
  • Good people coaching skill
  • Excellent communication and interpersonal skills
  • Customer focused attitude and detail minded

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Project Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Execute projects according to project plan
  • Assessing PnL and Risk analysis for the firm and support of CSA, IFRS9, Murex project implementation
  • Partner with external and internal teams to define requirements and deliver solutions
  • Review the quality of the work completed by vendors or other outsource parties on a regular basis to ensure that they are up to standards
  • Facilitate and coordinate UAT process
  • Ensure a smooth transition when projects are implemented
  • Establish a regular communication schedule and present to stakeholders project progress
  • Develop forms and records to document project activities
  • Set up files to ensure that all project information is appropriate documented and secured

Requirements:
  • Bachelor degree in Economics, Finance, Accounting or Business Administration disciplines.
  • Minimum 2 years working experience in financial services industry or project management.
  • Good project management skills and a track record in delivering complex projects on behalf of investment
  • Good technical knowledge and logical mindset in technology, product and process
  • Good interpersonal, communication and analytical skills
  • Strong understanding of the end to end project cycle
  • Good command of PC skills including MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese.

Last updated on 2017-11-18 at 2pm
IT
Post:  Project Management Manager
Salary:  negotiable

For a listed financial company.

Key Role:
The incumbent will be responsible for driving system and process changes for improvement and managing project implementation to ensure that user requirements are properly specified, project objectives are appropriately met, and assisting the Head of Project Management to maintain effective communication within the team to ensure the team can operate efficiently and effectively.

Responsibilities:
  • 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.
  • Monitor the overall development quality to ensure the system delivery meets the business needs and is developed within the planned resources
  • Oversee Change Requests to ensure the IT resource is used in a cost effective way
  • Recommend the signoff on functional specifications to ensure the functionalities of the system conform with the business requirements
  • Assess the testing scope of all projects to ensure the system functions are well tested before launch
  • Monitor the progress of UAT to ensure the deadline of each project can be met
  • Communicate with the user departments to help the users to have a better understanding of the new system functions and the progress of each testing item
  • Advise users on workaround in the existence of system deficiencies to help to establish operational procedures
  • Coach subordinates to improve staff’s system and business knowledge
  • Manage the training process to improve the quality of training and enhance the staff’s awareness on the operational issues

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management, Finance or Accounting or related subjects with at least one insurance professional qualification (FLMI, PMP)
  • 6 years relevant experience in insurance with 6 years management in business analysis, project management or IT-related areas
  • Process improvement and process re-engineering obtained via O&M and six-sigma (black-belt) practice in various industries
  • Certified PMP will be an advantage
  • Excellent presentation, interpersonal and communication skills and strong analytical mind
  • Highly adaptable to changes and unprecedented challenges

Last updated on 2017-11-18 at 2pm
IT
Post:  Senior Business Analyst/Business Analyst (Pension)
Salary:  24K - 33K

For a sizeable insurance company.

Responsibilities
  • Recommending both short term and long term solutions to users when production issues arise
  • Collect and analyze and document business requirement and communicating with IT or vendor for system enhancement
  • Planning large scale system projects and monitoring project progress
  • Prepare test plan, test script and coordinating with users or IT to perform testing to ensure system deliverables are in good quality
  • Coordinate the rollout of system with user and IT people
  • Providing system training to users

Requirements
  • Degree holder in Computer Studies or Information System or other related disciplines
  • Minimum 4 years working experience as a Business Analyst and with strong retirement operational background
  • Familiar with IT system development life cycle methodology (SDLC)
  • Strong organizational skills and attentive to details
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese
  • With solid experience in VBA and MS Access programming is an advantage
  • Candidates with less experience will be considered for the position of Business Analyst

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Senior Claims Assessor
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Mainly responsible for all types of minor and major claims
  • Appraise claims up to specified approval limits
  • Ensure that claims are appraised in accordance with guidelines and within service benchmarks
  • Calculate claim benefits according to the policy terms and conditions and internal claims guideline / practices
  • Handle agency and customer hotline enquiries independently and professionally
  • Support ad hoc projects if required

Requirement
  • University degree is preferred or an equivalent combination of education and experience
  • Minimum 7 years’ experience in handling minor claims, death, disability (WP) and critical illness claims and with minimum 1 year’s supervisory experience
  • Good understanding of full range of individual life insurance products in an advantage
  • Good problem analysis and solving skills
  • Good communication skill and customer service orientation

Last updated on 2017-11-18 at 2pm
Accounts
Post:  Senior Financial Management Manager
Salary:  60K - 70K

For a listed insurance company.

Responsibilities:
  • Reviewing and revamping the work flow and participating in the new accounting requirement development,
  • Assisting the superior to conduct impact analysis, system testing and implementation

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
Qualified Accountant, ACCA, HKICPA or equivalent
  • 10 years solid accounting experience in life insurance industry or professional firm
  • 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)
  • * Preference will be given to candidates with PRC/regional exposure

Last updated on 2017-11-18 at 2pm
HR
Post:  Senior HR Officer
Salary:  negotiable

for a listed manufacturer.

Responsibilities:
  • assist the HR & Administration team in a wide scope of human resources management activities.

Requirements:
  • Bachelor’s degree in HR Management or relevant disciplines
  • At least 5 years of work experience in human resources in which 2 years at supervisory role in well-established companies.
  • Good experience in recruitment & selection, compensation and benefits, HR policy review, performance management, staff relations, operation improvement and other ad-hoc projects
  • Well-versed in employment ordinance and other HR related ordinances in Hong Kong. - Knowledge in PRC labour law and other legal requirements is a plus.
  • Good command of both spoken and written English & Chinese (Cantonese & Putonghua)
  • People-oriented, energetic, outgoing, flexible, self-motivated and a good team player
  • Excellent interpersonal and communication skills

Last updated on 2017-11-18 at 2pm
Insurance - Life
Post:  Senior Manager/Manager (Product Pricing)
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Support Assistant Vice President, Product Pricing and lead product pricing on new products development, including planning and management of pricing deliverables and analysis of pricing results.
  • Coordinate with various functions such as Actuarial, Product, Marketing and IT on product architecture and implementation, assumptions justification and risk assessment throughout the product development and pricing process.
  • Conduct reinsurance negotiation.
  • Review marketing material to ensure product related information are accurate, review user requirements and coordinate UAT for system development.
  • Prepare and review regular business reports and business analysis.
  • Manage financial analysis on special quotation and review illustrations.
  • Coach and supervise junior colleagues.

Requirements:
  • Degree holder in Actuarial Science or related discipline.
  • Attained Fellowship in Actuarial professional examination.
  • At least 8 years experience in <b>actuarial operation, preferably in Pricing<b>.
  • Strong numeric sense and attention to details.
  • Proficient in MS Excel and good knowledge in AXIS.
  • Good knowledge in Actuarial principals and analysis.
  • Good communication, problem solving skills and coaching skills.

Last updated on 2017-11-18 at 2pm
Accounts
Post:  Supervisor, Fund Accounting and Valuation
Salary:  negotiable

For an international Financial company.

Key Role
As the Supervisor for our Fund Accounting and Valuation team, you will be responsible for supervising team members to perform fund accounting and valuation tasks, as well as other fund operational tasks as assigned.

Responsibilities:
  • Supervise team members to ensure timely and accurate valuation of MPF/ ORSO funds and retail unit trusts; and accounting reconciliation;
  • Ensure timely and accurate completing of all fund operational tasks, including regulatory compliance;
  • Participate in system enhancements and user acceptance tests of the fund operational system with an aim to improve efficiency and productivity;
  • Prepare regular reporting to internal and external parties and ensure the timeliness and accuracy of the reports;
  • Perform other job related duties or special projects as required.

Requirements:
  • University graduate in Accounting/ Finance or related subjects;
  • At least 5 years of relevant experience in fund accounting and valuation, with 1 to 2 years of supervisory experience;
  • Professional qualification such as HKICPA (or similar associations) is preferred;
  • Strong computer skills including MS Excel and Access;
  • Attentive to details, strong organizational and analytical skills;
  • Fluent in both spoken and written English and Chinese.

Last updated on 2017-11-18 at 2pm
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 2017-11-18 at 2pm
IT
Post:  Technical Client Support Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Resolve complex issues during both daily operations and project implementation by leveraging strong technical skills in resolving complex technical issues. Analyze these issues and escalate them to the corresponding application and support teams if needed
  • Ensure interim workaround and permanent solution are implemented for minimizing service impact to the businesses
  • End to end manage and deliver assigned projects from feasibility study, planning, implementation, monitoring, delivery and closure, including problem solving and support/communicate/manage to all level of stakeholders
  • Assist in developing project related materials, proper handover to operation
  • Support regular operations to maintain IT systems. Prioritize tasks and projects according to business demands and criticality

Requirements
  • Higher Diploma / Diploma for Computer Science or related discipline
  • Minimum 5 years of experience in Infra areas with some degrees of Project Management
  • Sound technical skills Infrastructure element, basic requirement for Microsoft products including Windows 7/10, Windows Server, SQL Server, Active Directory, SCCM, SAN, AIX and Microsoft Office, etc.
  • Sound Knowledge of administrating Microsoft Windows environment (Windows Group Policy, SCCM, Active directory) and security products such as firewall, web filtering gateway, anti-virus and data leakage protection
  • Sound knowledge in both desktop and server virtualization environment (VMware ESX and VDI).
  • Experience in Project Management, able to manage multiple tasks
  • Knowledge in middleware products (WebSphere, JBoss) is desirable
  • Experiences in system integration for Infrastructure systems would be highly preferable
  • Good communication skills in both written & spoken English and Cantonese

Last updated on 2017-11-18 at 2pm