北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - Pension
Post:  Officer (Pensions Operations - Business Analysis, 1 year renewable contract)
Salary:  20K - 25K

For a listed financial company.

worked under the Operations Client Management Team.

<u<Responsibilities</u>:
  • 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
  • At least 3 years working experience in pensions administration
  • Good organization, analytical and problem solving skills
  • Good communication skills in English & Chinese
  • Ability to work independently and under pressure
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Manager (High Net Worth New Business Underwriting)
Salary:  negotiable

for a listed insurance company.

Responsibilities:
  • HNW Underwriting Case Management including reinsurance administration, Global Retention Management and Risk Management Program
  • HNW New Business Management including Enhanced Due Diligence (EDD) AML, Factiva review and approval, Financial Needs Analysis review and approval
  • Manage complex new business set up with the Head of Underwriting and New Business
  • HNW New Business administration management
  • Manage the HNW New Business Projects

</u>Requirements</u>
  • Bachelor degree or equivalent
  • Five years of experience in a new business and / or HNW support team with progression to management responsibilities for two years.
  • Fellow, Life Management Institute or willingness to complete over the next 5 years.
  • Strong knowledge of underwriting case management and new business operations in a High Net Worth environment.
  • Excellent knowledge of high net worth products as well as ability to work collaboratively with distribution partners and sales support teams both internally and externally.
  • Strong attention to details and results-oriented.
  • Confident with technology and technical aptitude with ability to implement solutions.

Last updated on 2018-11-17 at 2pm
Insurance - GI
Post:  Account Executive / Account Manager (Japanese Speaking)
Salary:  18K - 35K

For an International General Insurance broker.

Responsibilities :
  • Providing client servicing support (such as negotiation, implementation, placement and administration) to the existing and potential clients
  • Working closely with the insurers on policy quotation
  • Handle / follow up insurance claims
  • Prepare renewal and quotation slip
  • Handle enquiries from clients / insurers
  • To assist in ad-hoc duties when required

Requirements:
  • Native Japanese speaker
  • Diploma in insurance studies or equivalent
  • With at least 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 Japanese, English / Cantonese

Last updated on 2018-11-17 at 2pm
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 2018-11-17 at 2pm
Accounts
Post:  Accounting (Officer/Assistant Officer)
Salary:  15K - 18K

Client: general insurance broker.

Responsibilities:
  • Revenue booking transaction by business teams
  • Handle all AR/AP transactions of clients and brokers/ underwriters and its related reconciliations
  • Prepare aging reports
  • Prepare collection statements
  • Arrange settlements after reconciliation
  • Liaise with internal departments or external parties to resolve customer enquiries or overdue accounts
  • Process and support claims and expense payments

Requirements:
  • 1-3 years’ experience in handling AR/AP, credit control, preferably in insurance industry or related business
  • Detail-minded, hardworking and can work under pressure and tight timeline
  • Experience with using an accounting system
  • Good communication and interpersonal skills
  • Independent, well-organized and be a good team player
  • Proficient in MS Office

Last updated on 2018-11-17 at 2pm
Insurance - Group EB
Post:  Administrative Assistant (Group Insurance Administration)
Salary:  13K - 16K

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 2018-11-17 at 2pm
Insurance - Pension
Post:  Administrator (Pensions Administration) - Experienced & Fresh Graduate
Salary:  13K - 17K

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 2018-11-17 at 2pm
Accounts
Post:  Assistant Accountant
Salary:  20K - 25K

For a listed financial company.

Responsibilities:
  • to provide accurate and timely administration of collection, allocation / application of cash receipts
  • disbursement process
  • perform credit control and reconciliation of accounts timely
  • answering enquiries and liaise with related parties for follow up action.

Requirements:
  • Degree holder with 4 years’ related experience in accounting
  • Strong Communication, interpersonal and analytical skills
  • Proficiency in MS Office 2010 (e.g. Excel, Word)
  • Good command of English and Chinese (including Mandarin)
  • Able to work under pressure and meet tight deadline,

Last updated on 2018-11-17 at 2pm
Accounts
Post:  Assistant Accountant/Senior Accounts Clerk
Salary:  18K - 25K

Client: a leading global risk & reinsurance specialist

Responsibilities:
  • To provide accurate and timely administration of collection, allocation / application of cash receipts and disbursement process
  • Perform credit control and reconciliation of accounts timely
  • Answering enquiries and liaise with related parties for follow up action.

:Requirements::
  • Degree holder or above with four years’ experience in Accounting
  • Strong Communication, interpersonal and analytical skills
  • Proficiency in MS Office 2010 (e.g. Excel, Word)
  • Good command of English and Chinese (including Mandarin)
  • Able to work under pressure and meet tight deadline,
  • Candidate with less qualification and/or relevant experience will be considered for the position of Senior Accounts Clerk.

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Assistant Manager (Banassurance Sales Training)
Salary:  35K - 40K

For a listed financial 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
  • 5 years or above experience in insurance/banking industry with financial planning / wealth management / 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 bancassurance 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 2018-11-17 at 2pm
Insurance - Life
Post:  Assistant Manager (Underwriting and New Business)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform risk assessment of medical cases within authorized authority limits
  • Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, and Underwriting Guideline and Rule Book and service pledge
  • Handle enquiries from sales channels
  • Provide supports to PA underwriting
  • Provide coaching and second approval on applications referred by Underwriters
  • Make recommendations and execute process streamlining and service improvement initiatives
  • Handle ad-hoc assignments

Requirements:
  • University graduate
  • With over 6 years of experience in life underwriting
  • Professional qualification in Life Insurance including FLMI or ACS
  • Strong analytical and problem solving skills
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good command of English and Chinese in both spoken and written

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Assistant Manager (Underwriting)
Salary:  35K - 45K

For a listed financial company.

Responsibilities:
  • Perform risk assessment of medical cases within authorized authority limits;
  • Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, Underwriting Guideline, Rule Book and service pledge;
  • Handle enquiries from sales and claims channels;
  • Review underwriters’ works if required and provide second approval on applications referred from Underwriters;
  • Contributes to the setting of service pledge and performance indicators and monitors daily performance against standards;
  • Allocate work and monitor completion of the business transactions according to guidelines;
  • Makes recommendations and execute process streamlining and service improvement initiatives;
  • Handle ad-hoc assignments.
  • Coach junior staff

Requirements:
  • University graduate with professional qualification such as FLMI
  • 5-6 years of experience in underwriting, with 3-4 years of supervisory experience
  • Comprehensive skills in medical and financial underwriting
  • Strong analytical and problem solving skills
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good spoken and written English and Chinese communication skills

Last updated on 2018-11-17 at 2pm
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
  • 2-3 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 2018-11-17 at 2pm
IT
Post:  Associate Director, Enterprise Infrastructure
Salary:  60K - 70K

For a financial company.

Responsibilities:
  • Owns the HK Cloud Technologies Strategy, Policies, Processes and Standards in collaboration with various IT teams at the Corporate level.
  • Drives the adoption and migration of infrastructure services to the public cloud platforms with measurable business values.
  • Drives the adoption of cloud technologies including the migration of existing infrastructure services from on-premises data center to the public cloud platforms.
  • Leads the cloud technologies & service support operations and providing leadership and direction to various IT teams.
  • Performance Management – measuring and reporting the cloud technologies performance for ensuring that business demands and objectives are met.
  • Financial Management – ensuring technology spending is well under control with high transparency.
  • Continuous Improvement and Innovation – fosters innovation to improve both service quality and efficiency.

Requirements:
  • Degree Holder in Information Technology or related discipline.
  • ITIL V3 Foundation certification or higher.
  • At least 10 years of relevant experience with minimum 3 years in managing or leading large scale infrastructure design, support and operations preferably in Insurance and Financial industries.
  • Good knowledge in cloud technology including both adoption and migration approaches (AWS and Azure preferred).
  • Sound DevOps implementation experience and operation skills.
  • Good knowledge in major infrastructure platforms such as network, server virtualization, storage and backup, data center operations, IT governance framework and basic information security principles.
  • Excellent communication and interpersonal skills to work effectively with all level of people

Last updated on 2018-11-17 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 2018-11-17 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 2018-11-17 at 2pm
Insurance - GI
Post:  Chief Underwriter/Business Development (Senior Manager)
Salary:  45K - 50K

For an international general insurance broker.

Responsibilities:
  • Report to the Chief Operation Officer
  • Developing business for Accident & Health Insurance
  • developing existing relationship and new prospective clients in order to expand existing portfolio of business
  • Underwriting for A&H business generated in Asia Pacific region
  • Maintain relationship with existing and prospective clients, brokers, re-insurers and other business partners to support/expend business
  • Travelling to Asia Pacific countries if necessary

Requirements:
  • Holder of a degree in any discipline
  • Qualified Senior Associate of ANZIIF or CII is preferred
  • 10-15 years' relevant working experience in Accident & Health Insurance
  • Well knowledge of A&H business and have underwriting ability with Aggressive, proactive at work & result-oriented

Last updated on 2018-11-17 at 2pm
Insurance - Pension
Post:  Customer Service Officer
Salary:  26K - 30K

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
  • Supervise junior colleagues in handling complaint cases/ demanding customers

Requirements
  • Degree holder in business or related disciplines
  • Minimum 3 year of customer service related working experience in pension industry
  • Passed in MPF Exam preferred
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Proficiency in MS Word and Excel

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Customer Services Officer
Salary:  16K - 21K

For a listed insurance company.

Responsibilities:
  • Handling enquiries / feedback of customer and bank representatives and delivering quality customer service.

Requirements:
  • Bachelor Degree ( holding professional insurance qualification (e.g. IIQE, FLMI) is definitely an advantage)
  • 1-2 years working experience in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Good team player, able to work independently and willing to work overtime
  • Positive, attentive to details and good organizing skills.
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset

Last updated on 2018-11-17 at 2pm
General
Post:  Digital Marketing Executive/Senior Officer
Salary:  20K - 25K

Client: a leading global risk & reinsurance specialist.

  • **The position will serve as an internal consultant for business teams, proposing, developing and implementing digital solutions that drive sales, increase brand awareness and support other business critical goals in the region.

Responsibilities:
  • Work closely with global marketing team to support and implement digital marketing communications strategies & plans
  • Take the lead on digital marketing projects and ensure those projects stay on budget
  • Manage regional marketing programs, including events, seminars, product promotion, and other projects
  • Support RFP and sales process
  • Support and produce regional collaterals such as brochures, flyers, leaflets, etc.
  • Execute B2B email campaigns and social media marketing projects
  • Assist in internal/external presentations and reports
  • Provide administrative support to the regional office
  • Other ad-hoc duties as assigned

</u>Requirements</u>:
  • Degree holder with 2 years related experience (Fresh graduate with Marketing, Communications, Business Administration or Finance degree will also be considered)
  • Excellent command of written and spoken English and Chinese
  • High proficiency in Microsoft Office, especially in PowerPoint, Excel and Word (Knowledge of Adobe Photoshop & Illustrator a plus)
  • Must be highly organized, detail-oriented and able to manage multiple tasks simultaneously
  • Working knowledge of HTML,
  • Proactive, flexible and a quick learner
  • Pleasant personality, self-motivated and a good team player

Last updated on 2018-11-17 at 2pm
General
Post:  Executive Assistant to CEO
Salary:  35K - 40K

Our client, a leading global risk & reinsurance specialist.

Responsibilities:
  • Organise calendar, schedules and appointments
  • Make travel arrangements including booking flights, hotels, transportation, and additional verification like visa and passport.
  • Assist the CEO and other executives in all possible works like in meetings, preparing documents and presentations
  • Manage expenses and ensure all reimbursements are done in accordance with the company policy
  • Manage i-procurement system and ensure all invoices are done properly and timely in accordance with company policy
  • Provide support regional events and projects
  • Any other tasks as assigned by the CEO and other executives in the regional office

Requirements:
  • Degree holder with over 5 years relevant experience as Executive Assistant to CEO level
  • Proficient in English, both verbal and written
  • Strong problem-solving abilities and paying attention to details
  • Strong capabilities to prioritize workload efficiently
  • Pleasant personality, excellent interpersonal skills, must be a good communicator
  • Have “can-do” attitude and problem-solving skills
  • Strong ability to work with colleagues effectively at all levels, must be a good team player
  • Well-versed in Microsoft office software

Last updated on 2018-11-17 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 2018-11-17 at 2pm
Insurance - Life
Post:  Manager (Financial Caf
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manage the Financial Caf
    Last updated on 2018-11-17 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 2018-11-17 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 2018-11-17 at 2pm
Insurance - Pension
Post:  Officer/Assistant Officer, Pensions Operations (Cash Receipting Team)
Salary:  18K - 24K

For a listed financial company.

Responsibilities:
  • Perform administration work in Cash Receipting Team
  • Process payment cheques from clients
  • Perform checking on bank statements
  • Support service counter to external clients
  • Prepare reports for internal use

:Requirements:
  • Form 7 and above
  • At least 4 years of working experience, candidates with basic knowledge of MPF scheme & related regulations would be an advantage
  • Customer oriented, initiative with positive working attitude
  • Good numerical sensitivity and attentive to details
  • Good typing skills (both English and Chinese
  • Good spoken & written English and Chinese
  • Candidate with less experience may consider for the position of Assistant Officer

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Operational Risk Management Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Develop, enhance and implement operational risk (including fraud risk) management and business continuity planning(BCP) related policies and guidelines
  • Assist business / supporting functions on operational risk identification, assessment, monitoring, control or mitigation and reporting;
  • Work closely with business / supporting functions and prepare regular operational risk reports to Management;
  • Monitor and ensure business / supporting functions provide timely incident reporting and issue resolution;
  • Monitor business / supporting functions on remediation plans to address warning key risk indicators.;
  • Perform regular and ad-hoc risk and control assessments to validate effectiveness of controls and provide recommendations;
  • Perform operational risk assessment on new products / services and on-going product due diligence;
  • Manage and participate in BCP drill activities Support any ad-hoc operational/fraud risk investigations

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

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Policy Administration Officer
Salary:  negotiable

For a listed insurance company.

Responsibilities
  • Process complex policy change requests and assigned administration work
  • Perform daily operation tasks like endorsement preparation, report checking, fulfillment dispatch, enquiries handling, etc. with minimum supervision
  • Support Ad Hoc tasks as assigned from time to time
  • Participate in system projects if necessary

Requirements
  • University graduate in any discipline
  • 3 years in Life Insurance industry, preferably in Policy Administration
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese

Last updated on 2018-11-17 at 2pm
Insurance - Pension
Post:  Prepresentative (Pensions Customer Service Call Centre) - few posts
Salary:  18K - 20K

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 2018-11-17 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 2018-11-17 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 2018-11-17 at 2pm
Accounts
Post:  Senior Accounts Clerk
Salary:  15K - 20K

For a listed financial company.

Responsibilities:
  • to provide accurate and timely administration of collection, allocation / application of cash receipts and disbursement process
  • perform credit control and reconciliation of accounts timely
  • answering enquiries and liaise with related parties for follow up action.

Requirements:
  • Associate Degree or diploma holder with 3 years related experience in accounting
  • Strong Communication, interpersonal and analytical skills
  • Proficiency in MS Office 2010 (e.g. Excel, Word)
  • Good command of English and Chinese (including Mandarin)
  • Able to work under pressure and meet tight deadline,

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Senior Actuarial Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support the development and the implementation of the new risk-based financial reporting regimes, for example, IFRS 17, Hong Kong Risk-Based Capital etc
  • Perform Quantitative Impact Study (QIS) and provide corresponding analysis associated with the new reporting regimes
  • Develop and enhance actuarial models to meet regulatory requirements
  • Setup infrastructure for future financial reporting processes
  • Support other actuarial projects and business initiatives as assigned

Requirements:
  • Degree holder major in Actuarial Science or related disciplines
  • Good progress in actuarial examination or obtained ASA requirements
  • At least 3-4 years of actuarial experience within life insurance industry
  • Proactive, independent with strong analytical skills
  • Excellent communication & interpersonal skills with good command of spoken and written English & Chinese
  • Proficient in Microsoft Excel, knowledge in AXIS would be a plus

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Senior Compliance Manager
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Reporting to the Head of Compliance and Operational Risk Management
  • To lead a team to drive and enhance the company-wide compliance culture
  • Identifying compliance risk, and providing sound and justified compliance advice to support business initiatives
  • Driving and monitoring compliance related projects, including regulatory changes and group wide compliance initiatives
  • Communicating and influencing effectively with different stakeholders and external parties including regulators
  • Supervising and coaching the compliance team
  • Adaptable to changes and unprecedented challenges

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines
  • Minimum 8 years relevant experience in life insurance compliance function
  • Working knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2018-11-17 at 2pm
IT
Post:  Senior Manager / Manager (Pensions Business) - (1-year contract)
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Collect, analyze and document business requirements and communicating with users, IT or vendors for the system
  • Identify and assist in re-engineering, improvement or replacement of business processes and associated technology
  • Interpret business needs, assist in solution design and deliver expected result
  • Take ownership of project issues, monitor the progress, planning and engage the appropriate resources to reach solution
  • Mentor other business analysts in business process and best practices
  • Prepare test plan, test script, perform testing and ensure system deliverables are in good quality and within time and budget
  • Execute the data migration process
  • Coordinate the rollout of system with user and IT people

Requirements
  • Hold university degree in Computer Studies or Information System or other related disciplines
  • Possess minimum 10 years working experience as a Business Analyst, with concrete experiences in Data Migration Project
  • Strong in financial services / product knowledge, analytical and problem solving skills, with understanding of Group Retirement Services is an advantage
  • Familiar with IT system development life cycle methodology (SDLC), with workflow and imaging system knowledge is an advantage
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Able to perform multi-tasking tasks, result oriented
  • Proficient in both spoken & written English and Chinese

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Senior Officer (High Net Worth Operations & Customer Service)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Ensure effective process efficiency, policy insurance & renewal, client relations, and claims administration of cases and undertake other duties (such as reinsurance admin) as may be required.
  • Obtain sufficient information and documentation from clients to review deals
  • Maintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationships
  • Use appropriate tact and interpersonal skill to collect financial, personal and health-related information from High Net Worth Clients that may be considered sensitive
  • Review all applications involving a wide variety of insurance needs and unique personal circumstances of the client, to ensure that clear and necessary information is provided

Requirements:
  • University Degree holder
  • 2 years of relevant experience in High Net Worth market and Universal Life Case Management
  • Team-player, proactive with strong problem solving skills
  • Client-centric who understands the needs and risks of High Net Worth clients across Agency, Financial Intermediaries and HNW teams
  • Fluent in both written and spoken Chinese and English

Last updated on 2018-11-17 at 2pm
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 2018-11-17 at 2pm
Insurance - Pension
Post:  Senior Portfolio Manager
Salary:  70K - 80K

For a listed financial company.

Responsibilities:
  • Perform and supervise the Type 4 & 9 regulated activities of the company including managing the MPF scheme’s daily dealing activities, ensuring the entire asset management function abides the regulatory guidelines/restrictions as set by the SFC, reviewing and enhancing investment processes, producing investment research etc.
  • Execute all aspects of fund / fund manager screening, due diligence, selection, evaluation as well as formulating strategic and tactical asset allocation.
  • Provide regular performance analysis, report, review and commentary for the publication of fund factsheets, brochures and other marketing materials for existing clients and prospects.
  • Support the Wealth and Pensions Business Development and Business Initiative teams in servicing the existing clients and pitching for prospective clients.

Requirements:
  • University degree holder with at least 5 years working experiences in managing pooled retirement funds or public funds e.g. SFC authorized funds
  • Strong technical skills in quantitative analysis, especially in mutual funds as well as in understanding the qualitative aspects of fund managers in order to determine their investment styles
  • Solid financial background with good understanding of the global financial market in general and the ability to think laterally across sectors and asset classes
  • Detailed Oriented, able to work independently and under pressure
  • Excellent interpersonal, communication and presentation skills

Last updated on 2018-11-17 at 2pm
Insurance - Pension
Post:  Senior Prepresentative (Pensions Customer Service Call Centre)
Salary:  22K - 25K

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
  • Assist junior colleagues in handling complaint cases/ demanding customers

Requirements
  • Degree holder in business or related disciplines
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Passed in MPF Exam preferred but not essential
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Proficiency in MS Word and Excel

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Senior Product Development Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the team leader / Head of Product Development in life insurance product design and product launch implementation
  • To product recommendation by analyzing market segments, sales data and deriving market intelligence reports
  • To prepare product specifications and product launch materials.

Requirements:
  • Degree in Marketing/ Finance/ Insurance or equivalent
  • 3 years or above relevant working experience with knowledge of life insurance market
  • Excellent analytical, quantitative and problem solving skills and strong attention to details
  • Strong communication and good interpersonal skills
  • Conversant in MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese

Last updated on 2018-11-17 at 2pm
Insurance - Life
Post:  Senior Underwriting Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Be responsible for performing high net worth underwriting assessment
  • Handling policy issue
  • Answering agents’/customers’ enquiries
  • Handling various underwriting duties.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA)
  • Minimum 3 years relevant working experience in life underwriting
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Willing to work under pressure
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin

Last updated on 2018-11-17 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 2018-11-17 at 2pm