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

For a listed financial company.

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

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

Requirements:
  • Degree holder in Accountancy, Finance or equivalent.
  • Qualified Accountant, ACCA, HKICPA or equivalent.
  • 10 years solid accounting experience with focus on cash management and accounting ledger control with 5 years solid supervisory experience.
  • Accounting experience gained in life insurance industry is preferable.
  • Knowledge of Oracle system is an advantage.
  • With solid experience in UAT support including preparation of test plans, test cases and test reports.
  • Excellent leadership, interpersonal and communication skills.
  • Detail-oriented, independent and able to work under pressure.
  • Highly adaptable to changes with flexible and positive working attitude.
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin).

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Actuarial Analyst / Assistant
Salary:  negotiable

For a listed financial company.

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

Requirements:

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Actuarial Manager
Salary:  negotiable

fora listed insurance company.

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

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

Last updated on 2021-01-16 at 8pm
Office Administration/Estate Management
Post:  Administration Assistant (Contract)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Office Administration/Estate Management
Post:  Administration Manager
Salary:  negotiable

For a listed financial company.

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


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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Administrator I/II (experienced/Fresh Graduate) - perm/1 year contract
Salary:  15K - 21K

for a financial company.
Few vacancies. Positions offered depends on experience.

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 2021-01-16 at 8pm
Insurance - Pension
Post:  Analyst (Business Finance)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Analyst (Business Finance)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Analyst (Quality Assurance) - 1-year contract
Salary:  negotiable

for a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Assistant Accounting Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Assistant Manager (Client Service Delivery)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Assistant Manager (Internal Audit)
Salary:  negotiable

For a listed financial company.


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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Assistant Manager/Senior Analyst (Quality Assurance)
Salary:  negotiable

For a listed financial company.

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Assistant Manager/Supervisor (Pensions Administration)
Salary:  30K - 45K

Responsibilities
  • Monitor the daily operations of MPF scheme administration, including enrolment, contribution, termination and withdrawal of accrued benefits, to ensure compliance with all statutory requirements
  • Manage the assigned MPF scheme accounts to comply with the regulatory and service requirements
  • Handle customers' enquiries and complaints, provide possible solutions
  • Staff coaching
  • Handle UAT and ad-hoc project as required

Requirements
  • Form 7 and above
  • At least 7 years of relevant experience in MPF administration with 2 to 3 years at the supervisory level; less experience will consider as Officer
  • Customer-focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Proficient in PC applications including Excel, Word and Chinese Word Processing
  • Good command of both written and spoken English and Chinese

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Assistant Officer (Pensions Administration) - few posts
Salary:  21K - 24K

Client: a listed Pensions Trustee

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Group EB
Post:  Associate (EB Business Development)
Salary:  negotiable

for a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Associate (Pensions Business Development)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Business Analyst (Project Management)
Salary:  negotiable

For a listed insurance company.

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

Requirement:
  • University or above, preferably in Actuarial, Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL, and other MS office applications, especially in Excel
  • Strong knowledge of business analysis end-to-end process
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Highly adaptable to changes and unprecedented challenges
  • Excellent Problem solving, communicational, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required

Last updated on 2021-01-16 at 8pm
Company Secretarial, Legal, Compliance
Post:  Compliance Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance
  • To maintain compliance programs in addressing market
conduct, regulatory and internal requirements including but not limited to sales compliance, personal data privacy and FATCA and CRS.
  • To support to new business initiatives and cultivate compliance awareness through organizing compliance training and review programs
  • To develop and monitor compliance to ensure that the company’s operations are in compliance with statutory, regulatory and internal requirements

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines.
  • Minimum 8 years relevant experience in life insurance compliance function.
  • Working knowledge in Insurance Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred.
  • Preference will be given to those with solid experience in market conduct, product and marketing materials review.
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, mature, confident, self-motivated and able to work in fast paced environment.
  • A good team player & able to work proactively & independently.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Customer Service (Representative/Senior Representative/Officer
Salary:  16K - 25K

For a listed financial company.

Senior Client Service Representative or Officerposition for more experience

Responsibilities:
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirement:
  • Diploma holder or above
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Candidate with more experience will be considered for Senior Client Service Representative or Officerposition

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Customer Service Hotline (Representative)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirements:
  • Diploma holder or above with 1 year of customer service related working experience
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Digital Product Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

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

Responsibilities:

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Finance Officer (6-month contract)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Treasury and Internal Control Support

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

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Head of Accounting Policy
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Head of Financial Management
Salary:  negotiable

For a listed financial company.

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

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Investment Strategist Manager
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Manager (Business Development)
Salary:  negotiable

For a listed financial company.

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

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

Package: basic salary plus quarterly incentive bonus
Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Manager (Pensions Administration)
Salary:  negotiable

Client: a listed financial company.

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

Requirements:
  • A recognized Bachelor Degree
  • Over 10 years’ experience in pension operations business
  • A deep and thorough understanding about the MPF business and operation, as well as the prevailing regulations that could have an impact to the operation
  • A good interpretation of the organization dynamics and be able to translate them into management policies, procedures and actions to meet the requirements
  • Amiable personality and ability to communicate the direction effectively to peers and stakeholders
  • Strong problem solving skills with client-centric mindset
  • Solid team management skills

Last updated on 2021-01-16 at 8pm
IT
Post:  Manager (Technology Risk Business Analyst)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Manager (Testing & Integration)
Salary:  negotiable

For a listed financial company.

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

Responsibilities:
  • Test scope definition: Gathering input on MPF business scenarios from business representatives and manage creation of test cases and acceptance criteria. Validate test case selection and obtain sign off from business leaders and test lead on scope. Document end-to-end test strategy and oversee documentation of any associated requirements as necessary.
  • Test execution preparation: Oversee identification of test data across a team of testers and plan for execution in detail. Define requirements for test environment/data refresh and collaborate with appropriate project managers to fulfill requirements. Oversee resource plan and provide resource support requirements to Project Management Office and business leadership
  • Test execution: Oversee end-to-end test execution across a team of testers and facilitate resolution of issues relating to the testing. Coordinate with key stakeholders to execute testing in accordance to timeline
  • Cutover verification coordination: Coordinate cutover verification planning and aggregate verification activities from business representatives. Facilitate cutover verification preparation and document high level activities and resource requirements in provided templates. Coordinate team resources during cutover and facilitate / oversee execution. Report cutover verification completion to Project Management Office and facilitate escalation / resolution of issues.

Requirements:
  • University Degree with solid working experience in Pensions Operations and Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Have in-depth understanding on both Hong Kong MPF schemes and administration
  • Assertive and able to build professional relationships with a variety of different teams and clients
  • Experience in pensions system implementation or data migration will be an advantage
  • Experience of Microsoft Office software (Word, Excel, PowerPoint, Visio)
  • Excellent written and verbal communication skills including negotiation, diplomacy and facilitation skills

Last updated on 2021-01-16 at 8pm
IT
Post:  Manager (Testing & Integration)
Salary:  negotiable

For a listed financial company.

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

Responsibilities:
  • Test scope definition: Gathering input on MPF business scenarios from business representatives and manage creation of test cases and acceptance criteria. Validate test case selection and obtain sign off from business leaders and test lead on scope. Document end-to-end test strategy and oversee documentation of any associated requirements as necessary.
  • Test execution preparation: Oversee identification of test data across a team of testers and plan for execution in detail. Define requirements for test environment/data refresh and collaborate with appropriate project managers to fulfill requirements. Oversee resource plan and provide resource support requirements to Project Management Office and business leadership
  • Test execution: Oversee end-to-end test execution across a team of testers and facilitate resolution of issues relating to the testing. Coordinate with key stakeholders to execute testing in accordance to timeline
  • Cutover verification coordination: Coordinate cutover verification planning and aggregate verification activities from business representatives. Facilitate cutover verification preparation and document high level activities and resource requirements in provided templates. Coordinate team resources during cutover and facilitate / oversee execution. Report cutover verification completion to Project Management Office and facilitate escalation / resolution of issues.

Requirements:
  • University Degree with solid working experience in Pensions Operations and Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Have in-depth understanding on both Hong Kong MPF schemes and administration
  • Assertive and able to build professional relationships with a variety of different teams and clients
  • Experience in pensions system implementation or data migration will be an advantage
  • Experience of Microsoft Office software (Word, Excel, PowerPoint, Visio)
  • Excellent written and verbal communication skills including negotiation, diplomacy and facilitation skills

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Manager / Assistant Manager (Fund Services)
Salary:  negotiable

For a listed financial services company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Marketing Manager
Salary:  negotiable

for a listed financial company

Responsibilities:
  • Develop strategies and tactics to get the word out about our company and drive qualified traffic to our front door
  • Deploy successful marketing campaigns and own their implementation from ideation to execution
  • Experiment with a variety of organic and paid acquisition channels like content creation, content curation, pay per click campaigns, event management, publicity, social media, lead generation campaigns, copywriting, performance analysis
  • Produce valuable and engaging content for our advertising campaign site and social media platform that attracts and converts our target groups
  • Build strategic relationships and partner with key industry players, agencies and vendors
  • Prepare and monitor the marketing budget on a quarterly and annual basis and allocate funds wisely
  • Measure and report on the performance of marketing campaigns, gain insight and assess against goals
  • Analyze consumer behavior and adjust communications and advertising campaigns accordingly

Requirements:
  • University graduate in Marketing or related disciplines
  • Over 5 years in the finance industry / marketing related experience, marketing experience from FMCG / information technology industry / advertising firm would be an advantage
  • Growth mindset and customer-centric
  • Creative and good business acumen with excellent marketing skills
  • Independent, mature, self-initiated and business oriented
  • Good planning and analytical skills
  • Strong communication skill and risk awareness
  • Strong project management or advertising marketing campaign skills
  • Strong problem-solving ability, including metrics-driven thinking
  • Able to work under pressure
Good command of both spoken and written English and Chinese
Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Marketing Manager
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Officer (Pensions Administration)
Salary:  22K - 26K

For a Listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Officer/Assistant Officer (Underwriting)
Salary:  negotiable

for a listed insurance company.

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

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

Last updated on 2021-01-16 at 8pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

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

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Product Development Manager
Salary:  negotiable

for a listed financial company

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

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

Last updated on 2021-01-16 at 8pm
IT
Post:  Project Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manages projects on behalf of the project owner / sponsor on a day-to-day basis
  • Responsible for project definition (Scope, objective, constraints, assumptions, benefits, issues and risks) and manages change to scope
  • Reports to the project owner/sponsor on project progress
  • Monitors and reports on the progress of project at regular intervals
  • Responsible for management of project inter-dependencies
  • Develops and maintains to holistic project plan and project budget
  • Overseeing contract management and negotiation (as relevant to the project)
  • Managing supplier / partner relationships
  • Maintain project documentation and formal handover on completion
  • Overall responsibility for the management all external and internal resources in relation to the project
  • Motivates project team resource (Business Analysts, Business ‘Subject Matter Experts’ and relevant IT staff, vendors)
  • Logs and update issues, risks meeting minutes under the project directory
  • Takes end to end responsibility for coordinating business, Finance, legal / compliance and IT resource including security to achieve project outcomes
  • Coordinates benefits realization planning
  • Manage risk and issue mitigation strategy
  • Regular reporting and in-charge of key meetings and communication of progress e.g. Steering Committee Meeting, working committee meeting and issue meeting etc.

Requirement:

Last updated on 2021-01-16 at 8pm
IT
Post:  Senior Business Analyst (Information Technology)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Collect business requirements for the purpose of facilitating effective software system development using different techniques such as interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, tasks and workflow analysis.
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, distinguish user requests from the underlying true needs, provides added-value advice to formulate the requirements to ensure alignment with company objective and IT strategy.
  • Proactively communicate and collaborate with external and internal parties to analyze information needs and functional requirements and deliver required documents in view of our enterprise-wide methodology.
  • Drive and challenge business units on their assumptions of how they will successfully execute their plans.
  • Successfully engage in multiple initiatives simultaneously
  • Serves as the conduit between the customer community (internal and external customers) and IT team through which requirements flow and establish the technical vision on usability and performance needs.
  • Work with business units and stakeholders to prepare relevant documentation such as BRD, test plan, process flowchart, operating procedures, migration plan, cost and benefit analysis for justification, etc.
  • Build close relationship with colleagues from different business units, vendors and any other stakeholders to ensure the project / initiative would be accomplished effectively and provide value-added advices.

Requirements:
  • Degree holder in information system or a related discipline
  • Minimum 7 years' solid business analyst experience for financial services industry
  • Strong analytical, retirement scheme product and project management skills required.
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
  • Understanding on technology trend and best possible application in business world
  • Ability to work under a matrix reporting structure
  • Hands-on experience and sound knowledge of MPF or related retirement scheme operations is an advantage
  • Experience with software development using .Net and Java and Progress technology is definitely an advantage

Last updated on 2021-01-16 at 8pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Senior Corporate Communications Manager (1-year Contract)
Salary:  negotiable

For a listed financial company.

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

Responsibilities:

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

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

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

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Senior Manager (High Net Worth Operations)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Accounts
Post:  Senior Manager (Internal Audit)
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Group EB
Post:  Senior Officer/Officer (Pensions Sales Support)
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • Form 7 and above
  • 2 years working experience preferably in providing sales or administrative support to business development team
  • Proficient in MS Powerpoint, Word & Excel (VBA) is a must
  • Able to handle clerical work independently
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Senior Officer/Officer (Pensions Sales Support)
Salary:  negotiable

For a listed financial company.

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

Requirements:
  • Form 7 and above
  • 2 years working experience preferably in providing sales or administrative support to business development team
  • Proficient in MS PowerPoint, Word & Excel (VBA) is a must
  • Able to handle clerical work independently
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese

Last updated on 2021-01-16 at 8pm
Insurance - Group EB
Post:  Senior Specialist/Specialist (Business Development)
Salary:  28K - 35K

For a listed financial company.

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

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

Package: basic salary plus quarterly incentive bonus
Last updated on 2021-01-16 at 8pm
Insurance - Life
Post:  Senior Underwriter
Salary:  negotiable

For a listed financial company.

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

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

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  Supervisor (Pensions Administration)
Salary:  negotiable

Responsibilities
  • Monitor the daily operations of MPF scheme administration, including enrolment, contribution, termination and withdrawal of accrued benefits, to ensure compliance with all statutory requirements
  • Ensure smooth running of the account assigned, and follow up with outstanding issues
  • Handle customers' enquiries and complaints, provide possible solutions
  • Staff coaching
  • Handle UAT and ad-hoc project as required

Requirements
  • Form 7 and above
  • At least 7 years of relevant experience in MPF administration with 2 to 3 years at the supervisory level; less experience will consider as Officer
  • Customer-focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Proficient in PC applications including Excel, Word and Chinese Word Processing
  • Good command of both written and spoken English and Chinese

Last updated on 2021-01-16 at 8pm
Insurance - Pension
Post:  VP/Manager (Trustee Services)
Salary:  negotiable

For listed financial company.

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

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

Last updated on 2021-01-16 at 8pm